> ## Documentation Index
> Fetch the complete documentation index at: https://docs.antei.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Step-by-step guide to connecting your Xero account to Antei securely and reliably.

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# Xero – Integration Setup

This guide outlines how to connect your Xero account to Antei and start syncing financial and invoicing data to support indirect tax workflows, reconciliation, and compliance monitoring.

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## Authentication Method

Antei uses **OAuth 2.0 authorization** to connect securely with your Xero account.

* **Type:** OAuth 2.0 (Authorization Code Flow)
* **Scopes Requested:**
  * Read-only access to accounts, contacts, invoices, items, and payments
  * No access to payroll, reporting, or bank transactions
* **Token Management:** Tokens are securely encrypted and auto-refreshed using Xero's system
* **Security:** Access is scoped to the connected organization and audited on every sync

> 🔐 Antei is SOC 2 compliant. All integration activity is logged and monitored via audit trail.

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## Step-by-Step Setup

### 1. Navigate to Integrations → Xero

From the Antei dashboard, open the **Integrations** tab and click **Connect Xero**.

![Connect Xero Button](https://via.placeholder.com/800x200?text=Connect+Xero+Button)

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### 2. Authorize Access via Xero

You'll be redirected to Xero’s OAuth screen. Select the correct organization and approve access.

![Xero OAuth Consent](https://via.placeholder.com/800x400?text=Xero+OAuth+Consent+Screen)

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### 3. Configure Sync Settings

Once connected, customize sync preferences:

* **Jurisdiction Assignment** — align your Xero org with the correct country
* **Sync Window** — choose how far back to sync data (up to 12 months)
* **Filter by Accounts or Contacts** — apply optional filters if needed

![Xero Sync Configuration](https://via.placeholder.com/800x300?text=Xero+Sync+Configuration)

> ✅ Antei only pulls data relevant to your compliance configuration. Nothing is written back to your Xero account.

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## Verification & Testing

After connecting, Antei performs several checks:

* **Data validation test:** Ensures invoices, payments, and accounts are accessible
* **First sync check:** Begins the first hourly sync within minutes
* **Audit log entry:** All events are visible in your Org Settings > Logs

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## FAQs

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**Can I connect more than one Xero account?**\
Yes — you can link multiple Xero orgs and assign each to a different entity in Antei.

**Is this integration read-only?**\
Yes — Antei does not write or modify data in Xero. It is used for automated analysis, not accounting.

**What happens if token access expires?**\
Antei will notify your admin and pause syncs until access is renewed via a reconnect flow.

**Where can I monitor sync status?**\
Go to **Settings → Integrations → Xero** to view current status, logs, and last successful sync.

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## Need Help?

If you encounter any issues, contact [tech@antei.com](mailto:tech@antei.com).\
→ View the [Xero Integration Scope](/integrations/Xero/XeroData) page for detailed data coverage.