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Syft Analytics: connecting to your Xero

We will invite you to Syft following your onboarding setup

The connection process

After we complete your onboarding as part of the Accounting Standard or Scale plan, we will send you an invitation for a Syft Analytics initial training session.

We offer a training session to cover the basics of how to navigate the main pages and how to get the best out of Syft. It's best to wait until you've attended this to start using it, unless you have previous experience. If you would like us to give you access without training, please reach out to us via live chat or email and we can get this set up for you.

Accessing your Syft through Xero after accepting the invitation

  • Click into your Organisation menu -top left of page, usually shows your company name
  • Go to Xero App Store- under the “Do More With Xero” heading
  • Click the “My apps” drop down menu- top right hand corner of page
  • Open “Saved apps”- Syft Analytics should be listed here
  • Click into this, and then click “Visit Syft”- this then takes you to the Syft Analytics app

            If your Syft connection breaks

            If your Syft data stops updating or your dashboard shows stale figures, the Xero connection may need to be refreshed. Contact us via live chat and we will resolve it.

            💡 Good to know:  Syft data is only as current as your Xero data. If you have weeks of unreconciled transactions in Xero, the Syft dashboard will reflect those gaps. Keeping Xero up to date is what makes Syft genuinely useful. 

            Not found what you're looking for?

            Please get in touch and we'll be happy to help:

            Email: You can submit a request using our contact form

            Phone: 020 3897 2233

            Live Chat: Select the live chat icon on the bottom right