Xero

The Xero integration allows you to automatically sync your financial data with Runway, eliminating manual data entry and ensuring your actuals stay up to date. With this connection, your financial models will always reflect the latest numbers from Xero.

Runway offers two ways to integrate with Xero:

• Quick-Start connection – A fast and simple setup.
• SQL-powered integration via Fivetran (Recommended) – For advanced data customization.

Setting up Xero via Fivetran

Connecting the Integration

1. Open your Runway instance.
2. In the left sidebar, hover over Integrations and click the + button to open the Integrations Directory.
3. Search for Xero and click + Set up under the Fivetran option.
4. For the Schema Name:
   • If connecting a single Xero instance, leave it as Xero.
   • If connecting multiple Xero instances, update the Schema Name with a unique identifier (e.g., Xero_us, Xero_ltd).
5. Click Authorize to be redirected to Fivetran to complete the connection.
6. Follow Fivetran’s setup guide to finish configuring the integration.
7. Click Save & Test to begin syncing your data. You’ll be redirected back to Runway.

Syncing your data into Runway

Runway provides Integration Templates to help you quickly import Income Statement, Balance Sheet, and Cash Flow data from Xero, even with this SQL-powered integration.

1. In the left sidebar, navigate to Templates.
2. Search for Xero Data Import.
3. Click + Add to Runway on the template card.
4. The Xero Data Import template will:
   • Automatically add Income Statement and Combined Balance Sheet + Cash Flow queries to the Xero integration.
   • Create the following databases in Runway:
     • IS Data (Income Statement)
     • BS Data (Balance Sheet)
     • CF Data (Cash Flow)

Supported data from Xero via Fivetran

When using the Xero Data Import integration template, the following financial data becomes available in Runway:

Income statement data

Data name	Example	Data type	Availability
Journal Date	Mar 28, 2024	Date Driver	Via Template - used to group by Month in timeseries
Net IS Amount	15,000	Number Driver	via Template
IS Account Name	4001 Revenue - Subscription	Dimension	via Template
IS Account Name (no number)	Revenue - Subscription	Dimension	Can be added
IS Account Number	4001	Dimension	Can be added
IS Account Type	SALES	Dimension	via Template
IS Account Category	REVENUE	Dimension	via Template
Tracking Category	4000 - Revenue	Dimension	Can be added
Tracking Category Option	GTM	Dimension	Can be added
Contact Name	Acme Corp	Dimension	Can be added
Source Transaction Type	MANJOURNAL	Dimension	Can be added

Balance sheet data

Data name	Example	Data type	Availability
Report Month	Mar 1, 2024	Date Driver	Via Template - used to group by Month in timeseries
BS Account Name	1001 - Chase Checking	Dimension	via Template
BS Account Name (without name)	Chase Checking	Dimension	Can be added
BS Account Number	1001	Dimension	Can be added
BS Account Type	BANK	Dimension	via Template
BS Account Category	ASSET	Dimension	via Template
Net Balance	500,000	Number Driver	via Template

Cash flow data

Data name	Example	Data type	Availability
Journal Date	Mar 28, 2024	Date Driver	Via Template - used to group by Month in timeseries
CF Account Name	2001 - Accounts Payable		via Template
CF Account Name (without name)	Accounts Payable	Dimension	Can be added
CF Account Number	2001	Dimension	Can be added
CF Account Type	CURRLIAB	Dimension	via Template
CF Account Category	LIABILITY	Dimension	via Template
CF Activity Type	Operating	Dimension	via Template
Net Change	10,000	Number Driver	via Template
Source Transaction Type	MANJOURNAL	Dimension	Can be added

The Xero Data Import integration template includes the most commonly used financial data, but you can add additional supporting data to your database configurations for more detail if needed.

Xero FAQs

Does Runway write data back to Xero?

No, Runway supports read-only integrations. No data is written back to Xero.

Can I connect multiple instances of Xero?

Absolutely. To add additional instances, go to the Integrations Directory in Runway, click Installed, then select Set Up. Follow the same setup flow as outlined above for each additional instance.

Can I pull other types of data from Xero?

Yes\! Our integration is highly customizable. While the Xero Data Import template includes starter queries that fit most use cases, you can also write your own SQL queries leveraging this Xero schema. Not a SQL expert? No problem—our CX team is happy to assist\!