Windsor connects seamlessly with Xero to provide secure, automated, real‑time data sync and powerful analytics. This integration meets Xero’s app‑store guidelines and ensures data safety, ease of use, and scalability.

Key integration highlights

• Secure OAuth2 connection – connect to Xero in just a few clicks. No sensitive credentials stored.
• Continuous data sync – transactional and account balances sync automatically, scheduled every 5–15 minutes. No manual refresh.
• Comprehensive data coverage – syncs invoices, bills, payments, contacts, accounts, users, tax rates, bank transactions, and more.
• Unified data model – integrates Xero data with marketing and sales platforms for cross‑platform dashboards.
• Prebuilt template dashboards – finance KPIs, cash‑flow, profit & loss, AR/AP trends, marketing ROI, ad channel performance, and attribution.
• Custom dashboards and filters – choose dimensions, date ranges, segments, and channels. No SQL or coding required.
• Scheduled automated reporting – email PDF or CSV reports and Slack alerts. Daily, weekly, monthly delivery as needed.
• Automatic alert system – alert thresholds for overspend, budget variance, suspicious invoices, missing payments, or unusual transaction volumes.
• User roles & permissions – granular control by workspace, report, or user role (viewer, editor, admin). Audit trail for compliance.
• Data security & compliance – GDPR‑ready, SOC2 certified hosting, encrypted storage, secure API access, data residency in EU and US.
• Support & SLAs – help center articles, guides, live chat, email support. Optional onboarding by our solutions team. Standard SLAs apply.

How the integration works:

1. Install Windsor from Xero App Store.
2. Authorise access with secure Xero OAuth2.
3. Windsor imports historical and future data seamlessly.
4. Choose dashboard templates or build your own.
5. Optionally connect other data sources.
6. Refresh, visualise, schedule reports, and alert your team.

Integration assures continuous, accurate data flow from Xero into Windsor. No need for CSV exports or manual imports. The platform handles duplicates, errors, and data integrity automatically, giving you consistent, reliable insights.

This integration suits any Xero‑user scenario:

• Accountants and bookkeepers delivering financial performance reports to clients.
• Finance teams needing up‑to‑date visibility into cash, sales, and marketing spend.
• Marketing & sales teams linking spend to revenue across channels.
• SMBs and agencies looking for real‑time dashboards to support growth decisions.