To connect your OFX account with Xero and authorise data access, you need to complete a secure integration process. This allows OFX to sync bills, payments, and expenses with your Xero organisation, streamlining your financial workflows.

Before you begin, ensure you have:

• Permission to access the Integration section in your OFX account.

• Permission to log into your Xero account and authorise third-party app access.

Next Steps:

To authorise OFX to access your Xero data, follow these steps:

1. Log into your OFX account.

2. Navigate to the Setup tab: Select Integration from the sidebar menu.

   

3. Find the Xero tile: In the list of available software integrations, locate the Xero tile and click Connect.

   

4. Confirm the integration: On the integration form, click Connect to Xero. You’ll be redirected to Xero and prompted to log into your Xero account.

   

5. Authorise access: Select the Xero organisation you want to connect and click Allow access.

   

6. Return to OFX: You’ll be redirected back to OFX. The Xero tile will now display the connected file, confirming the integration is active.

What happens next?

• OFX will sync your Chart of Accounts, Tracking Categories, and Tax Rates from Xero.

• Any bills, payments, or expenses published in OFX will be sent directly to Xero.

• During the integration, you will be asked to consent to OFX accessing only the data necessary to facilitate payments (such as organisation details, bills, contacts, and accounts). OFX does not access your other bank accounts, financial statements, or sales data.

Why is this important:

Authorising OFX to access your Xero data enables seamless syncing of financial information between the two platforms. This reduces manual data entry, minimises errors, and ensures your accounting records are always up to date. The integration is secure and only accesses the data required to process your payments and reconcile your accounts.

Related FAQ Articles:

• How to connect with Xero

• How do I disconnect my Xero Integration?

• Data sharing consent

• How does the Xero Integration work for Bills

• How does the Xero Integration work for expenses