What this article covers: How to connect a BrizoConsol entity to Xero using OAuth. By the end, the entity will have an active Xero connection and BrizoConsol will begin importing its chart of accounts, trial balances, invoices, and bills automatically.
🛈 Before you start: Make sure your group structure is set up with the entity already added to the hierarchy. See Setting Up Your First Group Structure if you have not done this yet.
What Xero Provides
Data imported from Xero
Detail
Chart of Accounts
Full account list from the connected Xero organisation
Trial balances
Last 2 years of monthly trial balance data
Customer invoices
Invoice-level detail for Receivables aging in Pulse
Supplier bills
Bill-level detail for Payables aging in Pulse
Step 1 — Select the Entity in the Hierarchy
1
Go to Global Settings → Organisation HierarchyThe hierarchy tree shows all entities in your group. Entities not yet connected will show an UNCONNECTED badge.
2
Click the entity you want to connectThe right-hand panel opens showing Organisation Details — Display Name, Currency, Fiscal Year Start, Data Source, and the Connection section below.
3
Scroll to the Connection sectionFive buttons are shown — one for each supported platform and one for Excel/CSV upload.
Step 2 — Connect to Xero
1
Click Connect to XeroBrizoConsol redirects you to Xero's login page. No credentials are stored in BrizoConsol — the connection uses OAuth.
2
Log in to XeroEnter your Xero credentials. If you use single sign-on (Google, Microsoft), use that instead.
3
Select the Xero organisation to connectIf your Xero login has access to multiple organisations, a list is shown. Select the organisation that corresponds to the entity you are connecting.
4
Click Allow accessXero asks you to confirm the permissions BrizoConsol is requesting — read access to your chart of accounts, trial balances, invoices, and bills. Click Allow access to proceed.
5
You are returned to BrizoConsolThe connection activates immediately. BrizoConsol begins importing the chart of accounts and trial balance data in the background.
Step 3 — Confirm the Connection
After authorising, select the entity in the hierarchy tree and check the right-hand panel:
What you should see
Meaning
No badge
Connected and actively syncing — data import has begun
Data Source field
Now shows Xero
Connected Company
Shows the name of the connected Xero organisation
⚠ Still showing UNCONNECTED? The OAuth process may not have completed. Click Connect to Xero again and repeat the authorisation. If the issue persists, check that you have admin access to the Xero organisation you are trying to connect.
Step 4 — Repeat for Each Entity
Return to the hierarchy tree and repeat Steps 1–3 for every entity that uses Xero. Each entity connects independently — work through the tree from top to bottom until all Xero entities show a connected status.
Connection Status Badges
Badge
Meaning
UNCONNECTED
Entity created but not yet connected to any data source
TOKEN EXPIRED
Xero OAuth token has expired. Click Connect to Xero again to reconnect. No data is lost.
Connected (no badge)
Actively connected and syncing with Xero
What Happens Next
Once all entities are connected, BrizoConsol begins importing data. The next step is mapping each entity's accounts to the Common Chart of Accounts.
Next step
What it covers
3
Map the Chart of Accounts
Map each entity's accounts to the Common Chart of Accounts so data consolidates correctly
4
Review Consolidated Output
View your first consolidated P&L, Balance Sheet, and Cash Flow