Quick Start Guide
Install XO Report, connect to Xero, and pull your first data into Excel.
Install XO Report
Choose an installation option in the installation guide.
Prefer the store? Install from Microsoft AppSource.
Already in Excel for the web? Choose Home → Add-ins → More Add-ins, then search for XO Report in the full Store, select the XO Report result, and select Add.
Connect to Xero
If the XO pane is not already open, select XO Report in Excel's ribbon. Click Connect to Xero and sign in with your Xero credentials.
Select which Xero organizations you want to access and authorize the connection.
Get Your Organizations
Type this formula in any cell to see your connected organizations:
This returns a table with your Org ID and Org Name. Use the Org ID in other formulas.
Pull Your First Data
Now try getting your Chart of Accounts. In a new cell, type:
Where A2 is the cell containing your Org ID from step 3.
You're all set!
You now have live Xero data in Excel. Click Refresh in the task pane whenever you want the latest figures from Xero.
Working with multiple tables?
Keep each one on its own sheet (that's the default). Stacking tables on a single sheet causes refresh to fail. See Where to put XO tables.