When integrating Xero with the OFX platform, several security measures are in place to protect your financial data and ensure only authorised access:

• The integration process requires explicit user authorisation. You must log in to both your OFX and Xero accounts and grant permission for OFX to access your Xero data.

• OFX only accesses the minimum data necessary to facilitate payments and reconciliation, such as organisation details, bills, contacts, and accounts. OFX does not access your other bank accounts, financial statements, or sales data in Xero.

• The integration uses secure authentication protocols, and the permissions granted are based on the Xero user account used during setup. This means the integration inherits the access level of the authenticating user.

• Only users with the appropriate permissions in both OFX and Xero can initiate and manage the integration.

• OFX is ISO/IEC 27001:2022 certified, demonstrating a commitment to global security standards and operational excellence.

• Data synchronisation between OFX and Xero is encrypted and follows industry best practices for data protection.

Why is this important:

These security measures ensure that your financial data remains protected and that only authorised users can access or sync sensitive information between OFX and Xero. This reduces the risk of unauthorised access, data breaches, and ensures compliance with industry standards.

Related FAQ Articles:

• How do I authorise OFX to access my Xero data?

• How to connect with Xero

• How does the Xero Integration work for Bills

• How does the Xero Integration work for expenses

• Data sharing consent