Importing Data from Xero

How do I import data from Xero into Dryrun?
Written by Katherine Schraeder
Updated 3 months ago

Follow the steps below to import your Xero accounting file into Dryrun.

Step 1: From your Forecast, click on the "Import Data" button.

Step 2: Click on " + New Connection"

Step 3: Select QuickBooks Online from the Import Wizard

Step 4: You will be directed to log into your Xero account. Enter your credentials to begin the connection.

Step 5: Your connection is successful! Click "Import Settings" to go through your company's customization and setup.

If you want to learn more about the Import Wizard and how your Xero data is mapped to Dryrun, here are some articles that may help:

Dryrun Overview - Import Wizard

Xero to Dryrun - Data Mapping


Need more help?

Book some one-on-one time with a member of our team here: https://calendly.com/katherineschraeder/dryrun-demo

Otherwise, feel free to message us via chat or at hello@dryrun.com!

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