Xero Insights

Gtmhub OKRs comes with out-of-the-box insights for Xero that you can install with a few clicks. Here's how the Xero integration works.

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago

Gtmhub comes with following out-of-the-box insights for popular accounting software Xero.

How to install Xero

  • Navigate to Insights drop down menu > Insights section

  • Click on the Install from gallery link

  • The screen with all available groups of insights (or galleries) will appear

  • Select Xero and click on the Install selected systems button 

  • You will now be prompted to enter authentication details for the selected systems. This could be API key or could be a link to authentication provider where you will have to grant access to Gtmhub

  • Once you are done with this, Gtmhub will connect to the necessary data sources, install insights and place them in Insightboards available for you on the spot

Available Insights

  • Total Sales
    The amount of total sales

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