Xero
Causal reads the following financial statements from Xero:
- P&L
- Balance Sheet
These are converted into Data sources in Causal, letting you connect variables in Causal to line items in the financial statements.
Causal doesn't write any data back to Xero.
Connecting to Xero
- Go to the Data Sources page: https://my.causal.app/data
- Click New Data Source and select Xero
- Click New Connection and follow the instructions in Xero's authentication flow
- Choose the appropriate settings and click Create Data Source
Disconnecting from Xero
To disconnect from Xero, select your Xero data connection from the data page and click Disconnect.
FAQ
Can you bring in tracking categories from Xero into Causal as a category?
Yes! Click "Edit this Datasource" in the Overview tab:
Then choose the tracking categories you want to pull in. Only select the ones you actually need. The refresh time will increase significantly if you have many tracking category items.
It's also possible to "Pull Vendors and Customers" as data source categories. QuickBooks Online doesn't provide this breakdown, so we calculate the financial statements based on the transactions if you enable this setting. If you have many transactions the initial setup can take several hours or even days if you enable this setting.
Where are the Bank Revaluation and Currency Gains accounts?
These fx accounts are so called “System Accounts” in Xero which means that they are calculated automatically and you cannot assign transactions to them (Xero docs). Unfortunately the Xero API doesn’t return the balances of these system accounts, so Causal cannot add them to the data source. Instead, the data source has an account “Foreign Currency Gains and Losses” which is the sum of these missing accounts.