We’re excited to help streamline your audit process through a secure and seamless connection with Xero. By connecting your account, you can eliminate manual audit requests, saving time ⏳ and reducing hassle.
Rest assured, your data is safe with us 🔒. Audit Sight is SOC 2 Type 2 certified, ensuring the highest standards of security and privacy.
How to Connect Xero to Audit Sight 🚀
Look for Our Email 📧
- Check your inbox for an email from support@auditsight.com with the subject line: Data Request and the name of the firm inviting you.
- The email will look like this:
- Important: Review the Organization Name in the email. If you have multiple Xero organizations, you will receive a separate email for each organization.
Click the Link 🔗
- Open the email and click on the provided link to begin the connection process.
Log In to Xero 🛠️
- Use your Xero credentials to log in.
- You must have a Standard or Adviser role to proceed.
Select Your Organization (If Applicable) 🏢
- If your Xero account manages multiple organizations, you’ll be prompted to select the one you wish to connect.
Grant Access 🔒
- Xero will prompt you to allow Audit Sight to access your data securely.
Complete the Connection 🎉
- Follow the on-screen prompts to finish. The entire process takes under five minutes!
Troubleshooting Guide 🛠️
Why can’t I connect?
- 🚫 Ensure you have a Standard or Adviser role in Xero. Without these roles, the connection cannot be authorized.
- 🌐 Verify that your internet connection is active.
What if I manage multiple organizations under one account?
- 🏢 During the setup, you’ll be asked to select the specific organization to connect.
What if I receive an error message?
- 🌐 Check your internet connection and ensure your Xero account is active. If the issue persists, reach out to our support team for help.
Frequently Asked Questions ❓
Will this cost me money? 💰
No, the integration is completely free for you.
How secure is my data? 🔒
We take data security seriously. Audit Sight is SOC 2 Type 2 certified, ensuring your data is protected with top-tier security and privacy standards.
Why do I need a Standard or Adviser role? 🛠️
Xero requires these roles to authorize third-party app connections like Audit Sight.
What if I manage multiple Xero organizations? 🏢
During the connection process, you’ll be prompted to select the organization you wish to connect.
Need Help? Contact Us! 🤝
If you have any questions or run into any issues, our support team is here to help.
📧 Email: support@auditsight.com
