Setup a Xero account

Setup a Xero account

Sign up for Xero

If setting up a new account: Navigate to Xero.com >Plans

From Xero transfer acceptance: Purchase the standard/growing level 



Once purchased, fill out the form below and follow the prompts to purchase.


Last day of your financial year should be the date you’ll be bringing in your data into Loft and must fall at the end of the month. 
Example, if you’re bringing in all your data from April 1 onwards, then the last day would be Mar 31



Invite Loft

Head to your company Icon>Settings>Users


Click Invite a user button


Add lofttechnologies@loft47.com as a user> Fill details and click Business & Accounting>Choose adviser as the role>Send invite



Integrate Xero with Loft
To integrate with Loft, connect your account in your Xero page on the Integration's menu. Follow the instructions in this article


    • Related Articles

    • Setup a new QuickBooks Online Account

      Sign up for QuickBooks Online !!Your QuickBooks Online account must be Plus or Advanced subscription level for it to correctly integrate with Loft!! Go to the Intuit accounts page. Select the Create an account link. Enter your email address and phone ...

    • Accounting Setup

      When integrating your accounting software, click the links for each step in the process. Xero Setup your Xero Account Connect your Xero Account Setup & Map Xero Settings QuickBooks Online Setup your QuickBooks Online Account Connect your QuickBooks ...

    • Xero Settings

      In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in Xero>Settings page under your Integration menu. *mapping settings ...

    • Multiple Brokerages/Xero Accounts Connection

      As multi Brokerage user or Accounting firm assisting our clients, the new connections in Xero can get a little complicated. We've outlined three scenario's for users with either Multiple Brokerage access or multiple Xero Organizations. SCENARIO 1: ...

    • PAYLOAD - HOW TO SET UP A NEW BANK ACCOUNT IN LOFT 47

      Loft47 has embedded the payload.co payment gateway to offer direct payouts to agents for their commission on deals. Payload tracks your brokerages transaction payouts during the month, and Payload will bill your brokerage once a month so you may pay ...