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


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