Ready to connect your Xero entity to Intersect? Let’s get started! 

TABLE OF CONTENTS

• Step-by-step help video

• Connect a Xero entity
• Shared data

Step-by-step help video

Connect a Xero entity

1. Click “Add Entity”;
   
   
2. You’ll now be redirected to the "Connections" tab, where you can click on the “Xero” tile;
   
    
3. Intersect will redirect you to your Xero login screen;
   
   
4. Log in to Xero;
   
   
   
5. Select the entity or entities you would like to connect to Intersect and click “Allow access”;
6. Click “Complete Setup”.
   
   
   

Your Xero entity is now connected to Intersect Connect!

Shared data

Xero shares the following data with Intersect:

• Accounts
• Contacts
• Invoices
• Journals
• Bank transactions

Last Update: 6 December 2023