How to link Xero and kopilot?
kopilot is a powerful add-on to Xero to generate sales KPI, reports and dashboard. Link your accounts in five easy steps.
Linking kopilot to Xero requires you to have the admin privilege on your Xero account. More information on how to get the admin rights on your Xero account.
Connect to kopilot.
- Name your company.
- Select your home currency.
- Define your fiscal Year
- Establish the connection.
kopilot requests you to connect to your Xero account. Click on the "Connect" button to confirm the operation.
Xero, in turn, requires your consent to establish a connection to kopilot and send your data to it.
Connection is made.
Immediately, data is flying to your kopilot account. Data is also processed and analyzed. This operation takes a maximum of three minutes. Then, everything's running.
Click on enter the app to access your data.
- More information about the added value in linking kopilot and Xero.