Xero setup
Get connected in minutes
Connecting your Xero account to Fluidly couldn’t be easier. Follow the simple steps below to get set up in a matter of minutes.
GET STARTED
1. You will receive an email from Fluidly, asking you to follow a link to get yourself set up.
2. Clicking through, you will be greeted with a screen asking you to set a password.
3. Once completed, you will be invited to connect your Xero.
4. Having clicked the ‘Connect to Xero’ button, you will be taken to a Xero screen asking permission to access your Xero data. Click ‘Allow access’ to proceed. Please click the following links should you wish to find details of our Terms of Service and Privacy Policy
5. You will now need to provide your Xero login credentials to begin the sync.
6. Doing so will take you back to Fluidly, whereby we will now import your Xero data. Depending on the size of your ledger, the time taken to complete this process – we recommend that you go and make a cup of tea and let us take care of the rest.
7. Once completed, you will land on the Fluidly Overview page whereby you can now begin to explore that Fluidly has to offer.
You can find a whole host of other information to help you navigate your way around the product, and to make the most of Fluidly, in our Help Centre.
You can also contact [email protected] or call on +44 207 611 1001 with any questions or issues not covered here – we’re always on hand to help so please don’t be shy.
Straightforward cashflow management to help business owners sleep better
57 Broadwick Street, London W1F 9QS
© 2022 Fluidly Ltd is registered in England and Wales under Company Registration number 10402874. We are Authorised and Regulated by the Financial Conduct Authority as a Credit Broker under the firm reference number 844093 and as an Account Information Services Provider under the firm reference number 791669. Please note we are a credit broker and NOT a lender. Fluidly is ISO 27001 certified. Fluidly is registered at 57 Broadwick Street, London, W1F 9QS
Website by Lyfe Studio