Connecting to Xero through a shared Secure URL

Connecting to Xero through a Shared Secure URL

Use these steps to share financial reports from Xero if you've been provided a secure URL for a Crunchafi Data Extraction collection.

If you've received a secure URL for Crunchafi Data Extraction, follow that link to access the Crunchafi Data Extraction Portal for your specific financial institution.

Requirements

• ​You must log in as an Admin User from your Xero subscription in order to approve the connection to Strongbox.

Select Your Accounting System

On the initial landing page, click the button for Xero to start the collection.

Review the Requested Information

The next screen provides additional background information about Crunchafi Data Extraction and the process for sharing your financial information. Click Continue to proceed.

Confirm Connection Choice

Click the Connect to Xero button to launch the Xero login screen.

Sign In to Your Xero Account

In the official Xero Log In window, provide the Email address and Password for your account with access to the correct Xero company.

Note: As outlined above, the account must be an Admin-level user to grant permission to Crunchafi Data Extraction.

Allow Access to Crunchafi Data Extraction

Once you log in, Xero will provide a list of the information that Crunchafi Data Extraction requires access to.

Press the Allow access button at the bottom of the window to proceed.

Collecting from Xero

When the connection starts, the portal will provide a progress bar and status updates.

Completion

The Crunchafi Data Extraction Portal window will announce when the collection is complete. You've successfully shared reports from Xero!

Your financial institution may give you an opportunity to upload additional documents or download a copy of the submitted reports.