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Connecting your Xero account

Getting started with Hum Capital

To get started using Hum, you first need to create a user account.  You can sign up using your Xero account, or an email account on the Hum sign up page.

After you’ve created your Hum account you can connect your Xero data to get access to advanced analytics about your company and start a fundraising process on Hum’s Intelligent Capital Market.

How to Connect Xero to Hum

You can connect your Xero account from the onboarding page on Hum.

Step 1

Get started by going through the Hum onboarding process

Step 2

In the step 3 of the onboarding, select Xero as your accounting software.

Step 3

This will start the Xero OAuth flow which will have you login to your Xero account.  If you are already in a Xero session, you will be directed to a Xero consent screen.

Step 4.1

Log in and authenticate with Xero.

Step 4.2

Once you authenticate with Xero you will be directed to the Xero OAuth consent screen where we will ask access to your transaction data in order to analyze your data, and eventually connect you with investors.

Step 5

Once you accept, you should see your Hum added to your connectors list with a success message.

Step 6

After connecting your account, you should see a confirmation screen like this, and you’ll know you’re ready to move on to the next step in your fundraising process.

Step 7

After connecting your account, you should see a confirmation screen like this, and you’ll know you’re ready to move on to the next step in your fundraising process.

What if my connection isn’t working?

Sometimes Xero doesn’t connect on the first attempt.  These errors can come from a variety of reasons, many of which can be fixed by reconnecting Xero using these two steps: 

Step 1

Revoke Xero access (see image) – this invalidates the current connection.

Step 2.1

Restore the access – reconnect by clicking the “Add linked account” button.

Step 2.2

Selecting Xero as your account system, and going through the validation process as described in the onboarding flow.

Disconnecting Xero

Your data is always yours, and you can disconnect Xero from Hum’s Intelligent Capital Market at any time.  Many customers leave their connections — even when they’re not actively fundraising — in order to benchmark their growth and performance to similar companies.

Step 1

Disconnecting Xero can be done by going into Data Sharing > Connectors > Accounting software, and clicking “Disconnect” in the table.

FAQ – Frequently asked questions

Access our knowledge base here [LINK TO HUBSPOT SUPPORT PAGE].