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Can I onboard groups through the Xero integration?
Can I onboard groups through the Xero integration?
Marco Fiumara avatar
Written by Marco Fiumara
Updated over 2 weeks ago

No, groups cannot be onboarded through the Xero integration. This is because Cimplico's integration to Xero cannot retrieve group information, so only entities can be imported.

However, you can manually create groups in Cimplico Workpapers and assign entities to them after they’ve been imported via the Xero integration.

💡 Alternative Option: If you use FYI, you can onboard both entities and groups through the FYI integration. Once imported, you can still link the entities to Xero for financial data. This provides a more seamless process for onboarding groups and entities together.

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