View source for Connecting ExcelReportLink to Xero

== Overview ==

You can connect ExcelReportLink to your [[Xero]] data file.

== Connecting ExcelReportLink to Xero ==

[[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]] 
[[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Choosing tracking categories for Xero]] 

To connect ExcelReportLink with Xero, follow these steps.

# Go to the '''Data File Setup''' dialogue;
#: ''See [[Changing how ExcelReportLink connects to your data file]] for more information.''
# Enter '''Company Name''';
# Set the '''Data File Type''' to '''Xero'''';
# Set the '''Connection Type''' to '''Connect to Xero (default)''';
# Click '''Select''' button;
# When prompted, click the '''Authorise''' button and login to the '''Xero''' website to choose your data file;
# Once done, return to '''BudgetLink''' and click '''Confirm''' then '''OK''' once the dialogue says that authorisation was successful;
# Select your data file from the next dialogue;
# When prompted, choose to test the data file connection;
# Click on the '''Tracking Categories''' tab;
# Click '''Refresh Lists''' to pull the list of possible tracking categories;
# Select tracking category used for '''Jobs''' (if required);
# Select tracking category used for '''Categories''' (if required);
# Click '''OK''' to close the '''Data File Setup''' dialogue;
# Click '''Close''' to close the Manage Data Files dialogue;
# Run your first [[Get Data]].

=== Notes ===

* When ''Connecting to Xero using the in-built public certificate'', the Xero data file is chosen during the [[Get Data]] process due to security requirements of the Xero accounting product.

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== Connecting ExcelReportLink to Xero using a private certificate ==

Alternatively, you can connect ExcelReportLink to Xero using a private certificate. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each [[Get Data]]. For more information, see [[Connecting ExcelReportLink to Xero using a private certificate]].

== Related Topics ==

* [[Changing how ExcelReportLink connects to your data file]]