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    Integrations

    ERP & accounting

    OnePlan + Xero

    Xero is cloud accounting software. It usually provides the actuals compared with the plan.

    Connector availability: confirm it in your demo.

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    01Data that usually comes from Xero

    • Chart of accounts
    • Actuals by account and period
    • Entities and dimensions (cost centre, department)

    02How it gets into OnePlan

    1. 01

      Map

      You match its accounts and fields with the model's.

    2. 02

      Validate

      Every row is validated before it enters; anything that doesn't fit is flagged.

    3. 03

      Load

      Validated data comes into the model.

    Excel and CSV are always available: if the connector is not in your scope, the data still comes in from a file.

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