This document is a step-by-step guide for setting up the Xero integration within BrightGauge.

Note: A Standard User license is required to access this integration. 

Step 1 - Log In to BrightGauge

Please log in to your BrightGauge account. If you have not created an account yet, go here to get started.

After you log in:

• New Accounts

On first login, from the account Overview page, click Add a Datasource.

• Existing Accounts

Select Data > Datasources.

Find the Xero icon under All.

Step 2 - Authenticate with Xero

To authenticate with Xero:

1. Click Connect to Xero.
   

   

2. If you're not currently logged into Xero, you are prompted to log in. If you are, proceed to step 3.
3. Authorize BrightGauge to speak with your Xero company file. After authentication, the window closes and a successful test connection shows in BrightGauge.
4. Enter a Name for the datasource (by default it says Xero).
5. Click Save.

Dashboards, reports, datasets, and gauges are added to your account after the datasource is saved. They 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, please contact Support by selecting Help > Open a Ticket from the top menu bar.