RunwayCal
Setup guide

Xero

Accounting

Review Xero customers and received invoice payments before importing them.

What it does

Connect Xero to read supported contacts, invoices, payments, bank-account context, and related accounting records. The current import workflow stages customers as deals and received invoice payments as receipts for your approval; it is not continuous bank reconciliation.

Prerequisites

  • A Xero account with an active organization
  • Standard or Advisor role in Xero

Step-by-step setup

1

Go to Settings and click Connect Xero

  1. 1.In RunwayCal, click "Settings" in the left sidebar
  2. 2.Click the "Integrations" tab at the top
  3. 3.Scroll down to the "Accounting" section
  4. 4.Find the Xero card and click "Connect Xero"
RunwayCal Settings Integrations tab showing Accounting section with Connect Xero button
2

Log in to your Xero account

  1. 1.You will be redirected to Xero's login page
  2. 2.The page will say "Log in to Xero to continue to RunwayCal"
  3. 3.Enter your Xero email and password
  4. 4.Click "Log in"
Xero login page showing Log in to Xero to continue to RunwayCal
3

Allow RunwayCal access to your Xero data

  1. 1.Xero shows what RunwayCal wants to access: Organisation data (contacts, invoices, payments, bank transactions, balance sheet, profit and loss) and User account information
  2. 2.Review the permissions listed
  3. 3.RunwayCal only reads your data. It never modifies your Xero account.
  4. 4.Click "Allow access"
Xero permissions screen showing RunwayCal wants access to Organisation data and User account information with Allow access button
4

Verify connection in RunwayCal

  1. 1.You will be redirected back to RunwayCal
  2. 2.The Xero card should show a green "Connected" badge
  3. 3.Your Xero organization name will appear below the badge
  4. 4.You may see an amber "Token expiring" indicator. This is normal. RunwayCal auto-refreshes your Xero token.
RunwayCal Settings showing Xero card with green Connected badge and organization name

What you'll see after connecting

The Xero card shows a green "Connected" badge with your organization name. Use "View Data" to refresh and approve customer or received-payment imports.

Available connection data

DataDescription
InvoicesInvoice amounts, due dates, payment status
PaymentsPayment amounts and dates
Bank transactionsReadable source context; not a continuous reconciliation feed into RunwayCal

Troubleshooting

Invalid scope

Disconnect and reconnect from RunwayCal, then review the permissions shown by Xero. If the error persists, confirm that your Xero role can authorize the organization.

Token expiring

Normal. RunwayCal auto-refreshes Xero tokens.

Wrong organization

Disconnect and reconnect, selecting the correct organization during the Xero authorization step.

← All integrationsXero integration overview →

Set up Xero in RunwayCal.

Free to start. No credit card required.

Start FreeView pricing