Linking Scoop to Xero


This article sets out how you link your clients' Xero data to Scoop.

Linking your client’s data to Scoop is facilitated by using the Manage Xero data links page. Just follow the links, connect with Xero, select the client you want to add and complete the link. The whole process is a few clicks of the mouse, and takes less than half a minute.

As you will see from the following chart, Scoop draws information from Xero chart of accounts and trial balance data. It also picks up bank balances. What it does not do, is “push” any data back to Xero. The link does not interfere in any way with your client’s Xero data.

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