# Integrate Xero with Databox

Xero gives users real-time insights into cash flow, revenue, expenses, profit and loss, outstanding invoices, and account balances. It connects directly to bank accounts for live transaction updates, generates detailed financial reports, and integrates with tools for inventory, CRM, and time tracking — helping businesses monitor performance, streamline operations, and maintain financial clarity.

## Connection

### Before you begin

### Step 1: Add or choose a connection

To connect Xero to your Databox account for the [first time](/add-a-connection) or with new credentials, log in using your email address and password.

If you've already established a connection, you can [reuse](/add-a-data-source) it to add new accounts, as long as those accounts are accessible with the existing connection's credentials.

connection
### Step 2: Select a tenant

If you manage multiple tenants, you'll be prompted to select the specific tenant you want to connect to Databox. If you have only one tenant, it will be selected automatically.

### Step 3: Select a currency (Optional)

If your Xero account includes multiple currencies, choose the one you want to report in. If your account uses a single currency, no selection is needed — metrics in Databox will automatically report in that currency.

## ![lock](/assets/lock.2fb1bbc208afcc03d15a0a45f22bdf7f830322016e038e5721965851130807af.419bb737.svg) Datasets

The Xero integration supports the creation of [datasets](/understanding-datasets), which allow you to structure and format your Xero data for more flexible reporting in Databox. By organizing your data into a tabular format, datasets make it easier to filter, segment, and visualize key metrics across projects, clients, and team members.

The entity relationship diagram (ERD) below illustrates how data is organized within the Xero integration, displaying the available **views** and **columns**, as well as the relationships between them (primary and foreign keys). This diagram represents the **schema**, or structure, of the data and helps you understand the underlying data model. With this context, you can create datasets using the relevant views and columns to build custom metrics tailored to your reporting needs.

## Resources

For comprehensive details on metrics, data availability, templates, specifications, usage guidelines, and other key information, refer to the resources listed below.

Xero's API is built to deliver data in a single currency per request, and apps are encouraged to use the organization's base currency. While certain reports can be generated in another currency, they must be run separately. Since exchange rates are not exposed consistently, combining values across currencies would lead to unreliable totals.

 

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