Xero integration

There are several ways you can integrate and use your Xero™ data in IRIS Elements.

If you connect your practice Xero account to IRIS Elements you can:

• import client data into IRIS Elements
• view sales ledger data on each imported client record and see invoices raised and paid, together with any outstanding balance

Customers making use of the IRIS Elements to Xero integration must have multi-factor authentication turned on for the accounts used to connect to Xero.

If you connect to your client's Xero account, you can:

• view an executive summary of their financial information on the Xero tab of their client record (Practice Management only)
• view advisory service data on the Advisory tab of their client record (Practice Management only)
• If you subscribe to IRIS Elements Accounts Production (any level) or IRIS Elements Tax and Accounts, you can import trial balance data from Xero into their IRIS Elements accounts.