Ask Runway AI Copilot

Getting started
- Runway basics
  - Integrating and querying your data
  - Using drivers
  - Using dimensions
  - Writing formulas
  - Building your first model - P&L
  - Create your first page
  - Using charts
  - Navigating Runway
  - Runway glossary
  - Using last close
  - Deleting and Removing Drivers
  - Creating duplicates
  - Exporting
  - Release notes
  - Modeling with Data Sources
Planning & collaborating
- Plan & collaborate
  - Scenarios
  - Plans
  - Building cohorts
  - Adding team members
  - Roles and permissions
  - Data anonymization
- Share & report
  - Budget vs. actuals (BvA)
  - Investor reporting
Reference
- Integrations
  - Integrations Directory
  - Deel
  - Gusto
  - Hibob
  - Hubspot
  - JustWorks
  - Netsuite
  - Quickbooks
  - Rippling
  - Salesforce
  - Xero
  - Multi-entity integrations
- Formulas
  - Using date math for more accurate accounting
  - FX Rate Normalization
  - Revenue recognition
  - Quarterly, Trailing, and Seasonal Forecasting
- Databases
  - Databases vs Models
  - Create and use lookups in databases
- Glossaries & functions
  - Function Glossary
  - Keyboard Shortcuts
API Reference
- Authentication
- Pushing data to Runway
More

Xero

A step-by-step guide to setting up a Xero integration.

Supported data

Runway reads these financial statements from Xero:

Income Statement

Balance Sheet

How data is handled

The data pulled from Xero is converted into databases in Runway, letting you connect drivers to line items in these financial statements.

💡

Runway supports read-only integrations. We don’t write any data back to Xero.

Notion image

Connecting to Xero

Go to the Integrations Directory in Runway. Xero is listed as a featured integration.

Notion image

Click Set Up and follow the instructions in Xero's authentication flow.

Once complete, the initial sync will begin and a new database will be created.

All done. You’re ready to start modeling! 👩‍💻

Importing metadata

You can use custom integration to bring in tracking categories and other metadata—like vendor or department—from Xero to Runway.

To access the custom integration, go to the Integrations DIrectory in Runway.

Search for ‘Xero’ and click + Set up next to the Xero (FiveTran) tile.

Notion image

Next, enter your Client ID and Client Secret. Then follow the authentication flow in Fivetran.

Notion image

Don’t forget to let your CX crew member know you’ve connected the integration. They can help you craft a query to pull in your data as needed.

Disconnecting from Xero

Click the three-dot menu in your left nav bar in Runway.

Click Remove Integration to delete all imported data.

Notion image

Runway offers 650+ integrations. Check out the full list here.

Did this answer your question?

😞

😐

🤩

Last updated on January 5, 2024

Salesforce Multi-entity integrations