Overview
To bring Xero organisation data into Zap Data Hub, you must connect your Xero account, select the organisations you want to sync, and then process the Access Accountant Solution model.
Note: You must have Administrator or Full Designer access to complete the steps below.
Add Xero companies in Zap Data Hub
1. Open the Access Accountant Solution model
Log in to Zap Data Hub.
Switch to Designer view.
Open Resource Explorer.
Navigate to Public, Access Accountant Solution.
Open the Access Accountant Solution data model.
2. Open the Xero data source
Expand Data sources.
Select Xero.
3. Connect to the Xero Accounting schema
Expand Connection details.
In the Schema field, select Accounting (Xero).
4. Log into your Xero account
Click Log in.
Enter your Xero email and password.
Complete multi‑factor authentication.
Select the Xero organisation you want Zap Data Hub to access.
Click Continue to confirm.
5. Add more organisations (optional)
If you want to connect more organisations:
Click + Add Company.
Select Sign in to log into Xero again.
Choose another organisation.
Repeat as needed.
6. Select companies to sync
Open the Company selection tab.
Tick the organisations you want to include in Zap Data Hub.
Click the Save icon to save the Xero data source.
7. Refresh the model
Return to the Access Accountant Solution tab.
In the right panel, click Process model.
Change Incremental data load to Full refresh.
Click Process to refresh your data.
Remove Xero companies from Zap Data Hub
1. Open the Xero data source
In Designer view, open Resource Explorer.
Navigate to Public, Access Accountant Solution.
Open the Access Accountant Solution data model.
Expand Data sources and select Xero.
2. Update company selections
Go to the Company selection tab.
Untick the company you want to remove.
Click Refresh, then Save.
3. Run a full refresh
A full refresh is required to update the model:
Open Process model.
Set Incremental data load to Full refresh.
Click Process.