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Install XO Report

Every way to add XO Report to Excel, what to do after it opens, and how an IT admin can roll it out for a team.

New to XO Report? Start with your free account

Sign in with Xero first (only your name and email are shared), then we take you straight to the install step. 14-day trial, no credit card.

Excel on your computerExcel for the webMicrosoft AppSourceFor IT admins

Option 1: Excel on your computer

  1. From your welcome page or account page, click Install XO Report in Excel.
  2. If your browser asks to open Excel, choose Open.
  3. In Excel, confirm to add XO Report. The XO pane opens on the right.

Option 2: Excel for the web

  1. Open a workbook in Excel for the web.
  2. Choose Home, then Add-ins, then More Add-ins.
  3. Search the full Store for XO Report, select it, then choose Add.

Option 3: Microsoft AppSource

Open XO Report on Microsoft AppSource and follow Microsoft's steps. Works for Excel on Windows, Mac and the web.

Open in AppSource

After it's installed

  1. If the XO pane isn't open, select XO Report in Excel's ribbon.
  2. Click Connect to Xero, sign in and choose your organisation.
  3. Click Allow access.
  4. Click Start Free Trial to begin your 14-day trial.

For IT admins: install for a team

Microsoft 365 Centralized Deployment adds XO Report to Excel for chosen users, groups or everyone. Nobody needs to install anything.

  1. Open the Microsoft 365 Admin Center.
  2. Go to Settings, Integrated Apps, Get Apps.
  3. Search for XO Report and select it.
  4. Assign it to specific users, groups or everyone.

It can take up to 24 hours to appear. Each person then connects their own Xero account.

Something not working?

Excel didn't open, or the pane is missing? See installation troubleshooting.