Xero Connection

Connecting a company in Levelup to Xero is straight forward. Each company that you want to bring in from Xero should have a home in Levelup

Setting up Xero Integration

This is really easy. When we first create a company we ask you to connect the accounting software you use. Simply click on Xero "+" button and then grant us access. We do the rest.

It should look something like this:

Step 1

Connect to Xero software

Step 2

Add Companies to be connected to Xero

Step 3

Link Xero company to Company in Levelup

Xero Syncing

We handle an hourly update of the information, however, we know that sometimes you’ll want to make changes and then sync the results. Keep in mind that we will sync back to the earliest change you made in the accounting data.

So if today was 1/24/2025 and you made a change to a transaction in 10/01/2024… we will sync the months that have been impacted since then e.g. October 2024, November 2024, December 2024, and Month to Date January 2025. This means 4 new monthly profit and loss statements and 4 new balance sheets.

We also look for changes in your chart of accounts.

Troubleshooting

You can always reach out to support@levelup.ai and we’ll be hooking up a support chat system sometime in the near future. To troubleshoot the connection itself we’ve built this handy little popup that shows when you attempt to resync the data.