Availability
All
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
If your credentials don’t include full access to the data source, make sure your access level meets any permission requirements listed in the Specification section of the integration's page in the Metric Library.
Step 1: Add or choose a connection
To connect Xero to your Databox account for the first time or with new credentials, log in using your email address and password.
If you’ve already established a connection, you can reuse it to add new accounts, as long as those accounts are accessible with the existing connection's credentials.
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.
Resources
For comprehensive details on metrics, data availability, templates, specifications, usage guidelines, and other key information, refer to the resources listed below.
 Metrics & Templates |
 Technical Details |
 Behavior & Usage |
 Notes |
Frequently Asked Questions
Why can’t I report on multiple currencies at the same time?
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.