Data Sources
Map Xero data to dashboards and control what users can see.
Confidential items are excluded entirely
Anything flagged below is stripped from totals and lists before data reaches any dashboard — users never see the amount, the row, or the vendor. This filtering runs server-side and cannot be bypassed from the browser.
Xero Connection
Live data integration status
Credentials configured. Click Connect to authorise your Xero organisation.
How the connection works
- Clicking Connect sends you to Xero to authorise read-only access to your organisation.
- Your OAuth tokens are stored server-side only — never in the browser — and are used solely to fetch the figures shown on dashboards.
- All figures pass through your confidential-exclusion rules before reaching any user. Raw transactions and contacts are never exposed.
Income Stream Mappings
Xero tracking categories → dashboard streams
Fund/Stream: Trust Grants
→ trust-grants
Fund/Stream: Major Donor Trusts
→ major-donor-trusts
Fund/Stream: Membership
→ membership
Fund/Stream: Lottery
→ lottery
Fund/Stream: General Donations
→ general-donations
Fund/Stream: Community Fundraising
→ community-fundraising
Budget Category Mappings
Xero account codes → budget categories
400 — PR & Agency Fees
→ BC-01
401 — Digital Advertising
→ BC-02
402 — Print & Design
→ BC-03
403 — Events & Campaigns
→ BC-04
404 — Content & Video
→ BC-05
405 — Social Media Management
→ BC-06
Confidential Items
Flag nominals, suppliers, streams or appeals to hide from all dashboards
ReelWorks
supplier · Named individual contractor
410 — Staff Honoraria
nominal · Confidential payroll-related