Once logged in, to get started: 

  • New Accounts

On first login, from the account Overview page, click on the "Add a Datasource" button:


  • Existing Accounts

Click on the "Data" menu at the top righthand corner of the screen, and select "Datasources" from the drop down menu:



Find the "Xero" icon under "All":




Step 2 - Authenticate with Xero

 Now we need to authenticate with Xero.  

  1. Click on the Connect to Xero button at the center of your screen.


  1. If you're not currently logged into Xero, they'll ask you to login.  If you are, proceed to step III


  1. Authorize BrightGauge to speak with your Xero company file


  1. Once authenticated, the window will close and a successful test connection will show in BrightGauge.


  1. Name the datasource (by default it will say Xero) and make sure to click save at the bottom left.  IF you do not save the datasource, you will have to redo all steps.



Dashboards, reports, datasets, and gauges will be added to your account after the datasource is saved. They will start syncing immediately and typically complete syncing after 20-30 minutes. 

Your Default Dashboards

  • BGS - Accounts Overview
  • BGS - Financials Overview
  • BGS - Invoices and Bills

Your Default Reports

  • BGS - Financials Overview
  • Quarterly Financial Review
  • Weekly Account Review

Your Default Datasets

  • Balance Sheet
  • Bill Line Items 
  • Bills
  • Invoice Line Items
  • Invoices
  • Profit and Loss
  • Purchase Order Line Items
  • Purchase Orders

For a list of all default gauges, please visit the "Gauges" section of your account, sort by the Datasource you'd like to see and select for Default.  

If you have any questions, don't hesitate to ask us at support@brightgauge.com

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