Connect Xero to Navexa

Connecting your Xero account with Navexa streamlines your portfolio and accounting processes, giving you a clear, consolidated view of your investments and financials.

By integrating the two platforms, you can automatically sync transaction data like trades and dividends.

This helps eliminate manual data entry, reduce errors, and save you time, allowing you to focus on making informed decisions about your investments.

In the following guide, we’ll walk you through the steps to securely connect your Xero account to Navexa and get started on a more efficient, transparent approach to portfolio tracking.

When you sync your Navexa portfolio with Xero, your stock, crypto trades, and dividends flow into Xero automatically for straightforward reconciliation against your bank statements. This seamless integration helps you get a clear snapshot of your personal wealth and budgeting — all in one convenient place.

Step 1: Navigate to the 'Integrations' page — You can do this by clicking the cog icon in the top right of the page.

Then select 'Integrations'.

Step 2: Under 'Connected Apps' click the 'Connect Xero' button.

Step 3: You will be redirected to the Xero login page, where you can log in and select the Xero organisation you want to connect.

Step 4: You will be sent back to Navexa to select which portfolio to connect with.

A) Is the Xero Organisation you want to connect.

B) Is the Navexa portfolio you want to connect Xero to.

C) Click 'Link Xero to Navexa' when you have made your selections.

Step 5: Map the types of transactions to the appropriate Xero account.

Once you have finished click 'Save & Apply Settings'.

Your Navexa portfolio is now successfully linked with your Xero account!

Now that your Navexa account has been connected to Xero, you are ready to sync a trade.

Step 1: Navigate to a trade that you want to sync with Xero.

You will now see a checkbox to indicate if you would like to 'Send Trade to Xero'.

Step 2: Check the checkbox and then click 'Update Trade'.

This will sync the trade with Xero and you will see it appear in the Xero account you selected previously.