Runway offers two ways to integrate with Xero:
  • Quick-Start connection – A fast and simple setup.
  • SQL-powered integration via Fivetran (Recommended) – For advanced data customization.

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Setting up Xero via Fivetran

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Connecting the Integration

  1. Open your Runway instance.
  2. In the left sidebar, hover over Integrations and click the + button to open the Integrations Directory.
  3. Search for Xero and click + Set up under the Fivetran option.
  4. For the Schema Name:
    • If connecting a single Xero instance, leave it as Xero.
    • If connecting multiple Xero instances, update the Schema Name with a unique identifier (e.g., Xero_us, Xero_ltd).
  5. Click Authorize to be redirected to Fivetran to complete the connection.
  6. Follow Fivetran’s setup guide to finish configuring the integration.
  7. Click Save & Test to begin syncing your data. You’ll be redirected back to Runway.
images/integrations/xero.png

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Syncing your data into Runway

Runway provides Integration Templates to help you quickly import Income Statement, Balance Sheet, and Cash Flow data from Xero, even with this SQL-powered integration.
  1. In the left sidebar, navigate to Templates.
  2. Search for Xero Data Import.
  3. Click + Add to Runway on the template card.
  4. The Xero Data Import template will:
    • Automatically add Income Statement and Combined Balance Sheet + Cash Flow queries to the Xero integration.
    • Create the following databases in Runway:
      • IS Data (Income Statement)
      • BS Data (Balance Sheet)
      • CF Data (Cash Flow)
images/integrations/xero-templates.png

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Supported data from Xero via Fivetran

When using the Xero Data Import integration template, the following financial data becomes available in Runway: Income statement data
Data nameExampleData typeAvailability
Journal DateMar 28, 2024Date DriverVia Template - used to group by Month in timeseries
Net IS Amount15,000Number Drivervia Template
IS Account Name4001 Revenue - SubscriptionDimensionvia Template
IS Account Name (no number)Revenue - SubscriptionDimensionCan be added
IS Account Number4001DimensionCan be added
IS Account TypeSALESDimensionvia Template
IS Account CategoryREVENUEDimensionvia Template
Tracking Category4000 - RevenueDimensionCan be added
Tracking Category OptionGTMDimensionCan be added
Contact NameAcme CorpDimensionCan be added
Source Transaction TypeMANJOURNALDimensionCan be added
Balance sheet data
Data nameExampleData typeAvailability
Report MonthMar 1, 2024Date DriverVia Template - used to group by Month in timeseries
BS Account Name1001 - Chase CheckingDimensionvia Template
BS Account Name (without name)Chase CheckingDimensionCan be added
BS Account Number1001DimensionCan be added
BS Account TypeBANKDimensionvia Template
BS Account CategoryASSETDimensionvia Template
Net Balance500,000Number Drivervia Template
Cash flow data
Data nameExampleData typeAvailability
Journal DateMar 28, 2024Date DriverVia Template - used to group by Month in timeseries
CF Account Name2001 - Accounts Payablevia Template
CF Account Name (without name)Accounts PayableDimensionCan be added
CF Account Number2001DimensionCan be added
CF Account TypeCURRLIABDimensionvia Template
CF Account CategoryLIABILITYDimensionvia Template
CF Activity TypeOperatingDimensionvia Template
Net Change10,000Number Drivervia Template
Source Transaction TypeMANJOURNALDimensionCan be added
The Xero Data Import integration template includes the most commonly used financial data, but you can add additional supporting data to your database configurations for more detail if needed.

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Xero FAQs