> ## Documentation Index
> Fetch the complete documentation index at: https://docs.runway.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Xero 

> The Xero integration allows you to automatically sync your financial data with Runway, eliminating manual data entry and ensuring your actuals stay up to date. With this connection, your financial models will always reflect the latest numbers from Xero.

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.

## Setting up Xero via Fivetran

### Connecting the Integration

1. Open your [Runway instance](https://app.runway.com/).
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.

<img src="https://mintcdn.com/runway-5055a12e/cPpS0_J0f_14t9nM/images/integrations/xero.png?fit=max&auto=format&n=cPpS0_J0f_14t9nM&q=85&s=c17939cf40428fe0e3cb32e24d63517b" alt="images/integrations/xero.png" width="3476" height="1640" data-path="images/integrations/xero.png" />

### 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)

<img src="https://mintcdn.com/runway-5055a12e/cPpS0_J0f_14t9nM/images/integrations/xero-templates.png?fit=max&auto=format&n=cPpS0_J0f_14t9nM&q=85&s=778626707f15ef21d462a20a06e18d77" alt="images/integrations/xero-templates.png" width="3840" height="1562" data-path="images/integrations/xero-templates.png" />

## 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 name                   | Example                     | Data type     | Availability                                        |
| --------------------------- | --------------------------- | ------------- | --------------------------------------------------- |
| Journal Date                | Mar 28, 2024                | Date Driver   | Via Template - used to group by Month in timeseries |
| Net IS Amount               | 15,000                      | Number Driver | via Template                                        |
| IS Account Name             | 4001 Revenue - Subscription | Dimension     | via Template                                        |
| IS Account Name (no number) | Revenue - Subscription      | Dimension     | Can be added                                        |
| IS Account Number           | 4001                        | Dimension     | Can be added                                        |
| IS Account Type             | SALES                       | Dimension     | via Template                                        |
| IS Account Category         | REVENUE                     | Dimension     | via Template                                        |
| Tracking Category           | 4000 - Revenue              | Dimension     | Can be added                                        |
| Tracking Category Option    | GTM                         | Dimension     | Can be added                                        |
| Contact Name                | Acme Corp                   | Dimension     | Can be added                                        |
| Source Transaction Type     | MANJOURNAL                  | Dimension     | Can be added                                        |

**Balance sheet data**

| Data name                      | Example               | Data type     | Availability                                        |
| ------------------------------ | --------------------- | ------------- | --------------------------------------------------- |
| Report Month                   | Mar 1, 2024           | Date Driver   | Via Template - used to group by Month in timeseries |
| BS Account Name                | 1001 - Chase Checking | Dimension     | via Template                                        |
| BS Account Name (without name) | Chase Checking        | Dimension     | Can be added                                        |
| BS Account Number              | 1001                  | Dimension     | Can be added                                        |
| BS Account Type                | BANK                  | Dimension     | via Template                                        |
| BS Account Category            | ASSET                 | Dimension     | via Template                                        |
| Net Balance                    | 500,000               | Number Driver | via Template                                        |

**Cash flow data**

| Data name                      | Example                 | Data type     | Availability                                        |
| ------------------------------ | ----------------------- | ------------- | --------------------------------------------------- |
| Journal Date                   | Mar 28, 2024            | Date Driver   | Via Template - used to group by Month in timeseries |
| CF Account Name                | 2001 - Accounts Payable |               | via Template                                        |
| CF Account Name (without name) | Accounts Payable        | Dimension     | Can be added                                        |
| CF Account Number              | 2001                    | Dimension     | Can be added                                        |
| CF Account Type                | CURRLIAB                | Dimension     | via Template                                        |
| CF Account Category            | LIABILITY               | Dimension     | via Template                                        |
| CF Activity Type               | Operating               | Dimension     | via Template                                        |
| Net Change                     | 10,000                  | Number Driver | via Template                                        |
| Source Transaction Type        | MANJOURNAL              | Dimension     | Can be added                                        |

<Check>
  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.
</Check>

## Xero FAQs

<Accordion title="Does Runway write data back to Xero?" icon="sparkles">
  No, Runway supports **read-only** integrations. No data is written back to
  Xero.
</Accordion>

<Accordion title="Can I connect multiple instances of Xero?" icon="sparkles">
  Absolutely. To add additional instances, go to the **Integrations Directory**
  in Runway, click **Installed**, then select **Set Up**. Follow the same setup
  flow as outlined above for each additional instance.
</Accordion>

<Accordion title="Can I pull other types of data from Xero?" icon="sparkles">
  Yes\\! Our integration is highly customizable. While the **Xero Data Import
  template** includes **starter queries** that fit most use cases, you can also
  **write your own SQL queries** leveraging [this Xero
  schema](https://fivetran.com/docs/connectors/applications/xero#schemainformation).
  Not a SQL expert? No problem—our **CX team** is happy to assist\\!
</Accordion>
