1. Click  Get Data on the left menu bar. A dialog will open on the right side of the menu bar.
  2. Click Connections.
  3. Click +New on the right side.
  4. Select Xero as your connection and click Next.
  5. Create a name for your connection and click the yellow box with the Xero icon.
  6. In the external dialog box that opens, enter your Xero username and password.
  7. Click Allow accessIf your authentification is successful, a dialog box will open.
  8. Select the companies you have data access to, and click Finish

 

You are now connected to your Xero data.

 

The next step is to create a Data Import Job to transfer data from the Xero to OSR Portal, so that you can start executing reports.