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Which Xero user roles do you need to import data?
Which Xero user roles do you need to import data?

Find out the Xero user permissions that you need to import your data into Fathom.

Updated over 2 years ago

To connect a Xero organisation, you must be an 'Advisor' or 'Standard' level user with the 'View Reports' permissions set to 'All Reports' in that specific company. If you cannot find your organisation in the list that Xero presents during import, you should review the permission levels in Xero before re-attempting the import.

See this article for more information on Importing from Xero.

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