Xero

Setting Up Xero

1. Sign up to the MyIQ app with Xero here https://app.myiq.co.nz

2. Follow the onscreen instructions

3. MyIQ will then ask to connect a Tenant. Press ‘Connect’

4. Pick a Tenant and Accept the permissions

5. Data will now begin to sync automatically. The Monthly report will be displayed once that data has finished syncing.

6. You can mange your Connections from the Top Left Menu Button --> Xero page.

 

 

MyIQ will import Xero Financials and Accounts information to display reports, as show by the dataflow diagram below.

Xero FAQ

How does data sync between MyIQ and Xero?

  • Sync is automatic and incremental, new transactions are imported quickly so you have near real-time data.

  • Data is stored securely in a cloud warehouse.

How often does MyIQ sync with Xero?

MyIQ checks Xero every 15 minutes for new data to import, so your reporting is always up to date. This automatic sync ensures MyIQ captures the latest journals without manual effort.

You’ll always be working with near real-time data in your dashboards and reports, giving you fast, accurate insights when you need them most.

 

How do you disconnect from Xero?

To disconnect MyIQ from Xero, simply:

  1. Go to the menu bar

  2. Select ‘Xero’

  3. Click the ‘Disconnect Xero’ button

You can reconnect at any time by re-authorizing your Xero account.

Will MyIQ change my existing Xero setup?

No. MyIQ does not edit any existing Xero data.

What happens if sync fails?

If MyIQ can’t connect to Xero or encounters mapping errors:

  • You’ll see a clear error alert on the dashboard. Requesting you to re-authorize your Xero connection.

  • MyIQ support can help you troubleshoot, if issues persist after re-authorization.

Can MyIQ support multiple Xero organisations or subsidiaries?

Yes. You can connect multiple Xero organisations to MyIQ.
These can be shown consolidated together on the dashboard reports.

What if I need help or want to customise the integration?

MyIQ support team is here for you:

  • Onboarding help and mapping guidance

  • Custom report design for your bespoke needs