Connecting to Xero

Connecting to Xero

Sign In with Xero

This method allows users to sign in to MarginDriver using their Xero account. It's simple and secure and saves users from having to remember yet another application username and password. When users click on Sign In with Xero from the MarginDriver login page they will be redirected to Xero where they will login in using their Xero credentials and approve MarginDriver access to certain data in their Xero accounts. They will then be able to login into MarginDriver using their Xero login credentials.


Sign Up with Xero from the App Marketplace

This method allows users to provision a free trial of MarginDriver from the App Marketplace that's pre-populated with their Xero data. These users will subsequently be able to login to MarginDriver using their Xero login credentials.

MarginDriver Accounting Integration

This method utilizes the normal MarginDriver free trial singup flow to enable users to connect their Xero accounts to MarginDriver. These users will subsequently login into MarginDriver using their MarginDriver username and password.

Connection Settings

You can check the status of your Xero integration by visiting Settings > Sales Channels and Integrations and scrolling down to Data Sources. Here you will be able to view the current connection status of your Xero integration and either connect or disconnect it at your discretion.

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