Xero logo

Integration

Fairview + Xero

Connect Xero to Fairview and turn raw data into operating intelligence.

Category: FinanceAuth: OAuth 2.0Setup: ~3 minutes
Start free trialSee a demo

Overview

Why connect Xero to Fairview

Xero holds critical operating data, but that data only becomes actionable when it is combined with the rest of your stack. Fairview pulls key metrics from Xero, cross-references them with your other connected tools, and surfaces the insights that matter most to your business.

Instead of exporting CSVs, building pivot tables, or waiting for an analyst, the Xero integration gives you real-time operating intelligence. You see margin shifts, pipeline changes, and revenue trends the moment they happen.

The integration syncs automatically on a rolling basis, so every dashboard, alert, and recommendation in Fairview reflects the latest Xero data without any manual effort.

Data pulled

What Fairview pulls from Xero

Profit & loss

Invoices

Bills

Account transactions

What Fairview does

Intelligence from your data

01

Margin calculation (cost side) for true contribution margin

02

Cost allocation by channel and product line

03

Contribution margin by channel when paired with revenue data

Example insights

What you will see after connecting Xero

Margin alert

Xero spend exceeded threshold — review allocation before end of week

Revenue trend

New data from Xero shows a 12% increase in conversion over the past 14 days

Anomaly detected

Unusual drop in Xero activity compared to the trailing 30-day average

Action recommended

Based on Xero data and pipeline health, consider reallocating budget to top-performing channel

Setup

Connect Xero in three steps

01

Authenticate

Connect your Xero account with OAuth 2.0.

02

Select data

Choose which Xero data to sync with Fairview.

03

Start using

Fairview processes your data and surfaces insights within minutes.

Good to know

Limitations

  • Multi-currency accounts require currency selection at setup

Setup walkthrough

Connect Xero in three steps

01

Authenticate

Click Connect, sign in to Xero, and authorize Fairview with read-only access. Takes under 60 seconds.

02

Configure

Choose which Xero data sets to sync, set your refresh interval, and map fields to Fairview metrics.

03

Go live

Fairview begins processing your Xero data immediately. Insights appear on your dashboard within minutes.

Pricing

Xero integration is included in all plans

Connect Xero on any Fairview plan. All plans include a 14-day free trial with no credit card required.

Starter

$149/mo

Growth

$349/mo

Scale

$699/mo

See full pricing details

Explore more

Related integrations

QuickBooks Stripe Shopify

FAQ

Frequently asked questions

Fairview uses OAuth 2.0 to connect to Xero. You authorize the connection and Fairview begins pulling financial data within minutes.
Yes, but you need to select your primary currency during setup. Fairview normalizes transactions to that currency for margin calculations.
Fairview reads profit & loss, invoices, bills, and account transactions. This data powers the cost side of Fairview's margin calculation engine.
Functionally identical — both provide cost data for margin calculation. Choose the one that matches your accounting tool. You do not need both.
Xero integration is available on Growth and Scale plans.

Ready to see your data clearly?

Stop reporting on last week.
Start acting on this week.

10 minutes to connect. No SQL. No engineering team. Your first dashboard is built automatically.

See your data in Fairview Start 14-day free trial

No credit card required · Cancel anytime · Setup in under 10 minutes