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Xero - Actual Import Instructions

Import your COA & account balances into Jirav Automatically from Xero

Your accounting data is the backbone of the Jirav Financial Model. The first step in setting this up is to import a chart of accounts and your accounting balances. 

If you're using Xero for your accounting system, you can follow the guide below to start hooking up your data.

 

  1. Login to Jirav.com
  2. Navigate to [Actuals] in the gear icon
  3. Find the box for Xero and click on [Connect]. This should redirect you to the Xero website where you can enter your credentials
  4. Select the date range for how far back you want to import from, click on [Import].
    Pro Tip: We recommend importing a full fiscal year plus year-to-date to start.
  5. Now the [Connect] button will be replaced with an [Import] button, click on [Import]

The Chart of Accounts and Trial Balances come in automatically! Check them out by going to your income statement and balance sheet in the reports section.

Tips

Make sure you have "Standard" access to the account you are trying to connect to. A "Read-Only" user won't work.

If you have multiple accounts with Xero, make sure to select the one you want to connect to Jirav.


If you haven't yet, we recommend checking out the Getting Started guide next for setting up the remaining steps within the application and to learn how to explore your data within the platform.