Articles on: Integration

How to Pull Accounts from Xero to XTEN-AV?

Overview:


Once the Xero integration is available and connected to your XTEN-AV account, you can pull accounts from Xero into XTEN-AV. This allows you to select the accounts you want to import and make them available in your XTEN-AV account.


  • Click the Profile icon in the top-right corner and select Settings.




  • On the Settings page, click Integrations from the left-side menu and select Xero.




  • Open the Accounts section and click the Pull Accounts button to view the accounts available in Xero.




  • A pop-up window will display the available accounts from Xero. Select the accounts you want to import by checking the boxes next to their names.




  • After selecting the required accounts, click Submit to proceed.




  • Click the Sync Account button to complete the synchronization process.





  • Once the synchronization is complete, the selected accounts will be available in your XTEN-AV account.



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Updated on: 10/30/2026

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