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Overview

Connecting Xero brings your financials into your strategy. Ciclo reads your Profit & Loss and Balance Sheet reports so the numbers that matter — income, profit, cash, receivables — appear as KPIs alongside the rest of your strategy and refresh automatically. The sync is read-only (Xero → Ciclo): Ciclo reads your accounting reports to populate KPIs and never changes anything in Xero.
Connecting and configuring integrations is limited to organisation administrators. Xero does not link to Actions — it powers financial KPIs only.

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Connect Xero

1

Open Connected Apps

Go to Settings from the account menu, open the Connected Apps tab, find Xero, and select Connect.
The Xero row in the Connected Apps settings tab
2

Authorise on Xero

Ciclo redirects you to Xero. Choose the organisation to connect and approve read access to its accounting reports.
The Xero authorisation screen
3

Confirm the connection

You’re returned to Ciclo with a success message, and Xero shows a green Connected status, named after the connected organisation.

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Track Xero KPIs

1

Open the configuration

On the Xero row, select Configure, then Add New KPI.
The Create New Xero KPI form
2

Name it and choose the organisation

Give the KPI a clear name, then confirm the Organisation it should report on.
3

Pick a template

Choose a Query Template as a starting point — see the catalogue below.
4

Create the KPI

Select Create KPI. It appears on your Performance page and refreshes automatically.

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Available Xero KPIs

  • Total Income — total income from the P&L report.
  • Total Expenses — total expenses from the P&L report.
  • Net Profit — net profit from the P&L report.
  • Profit Margin — net profit as a percentage of income.
  • Total Assets, Total Liabilities, Total Equity.
  • Accounts Receivable — outstanding money owed to you.
  • Accounts Payable — outstanding money you owe.

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Customising a KPI (optional)

You don’t need any of this to get great results — the built-in templates are designed to be accurate on their own. Pick a template and you’re done. Expand the sections below only if you want to fine-tune or go further.
Date-windowed KPIs use a rolling window (e.g. the last 30 days). If a template is close but not quite right, you can adjust it instead of starting from scratch — for example, change the reporting period from the last 30 days to the last 90 days by editing {date-30d} to {date-90d}. The templates simply fill the Query field in for you; editing it is optional.
Power users can point a KPI at other Xero reports. For everything that’s possible, see:

Xero Reports API

The accounting reports and parameters Xero makes available.

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Disconnecting Xero

Select Disconnect on the Xero row. Ciclo shows which KPIs rely on Xero before you confirm.
Disconnecting preserves history — KPIs keep their recorded values. They stop syncing until you reconnect, then resume automatically.

Integrations overview

QuickBooks

Performance & KPIs

Connected Apps in Settings