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            What level of Xero access do I need to import data?

            Written By ScaleXP Customer Success ()

            Updated at July 30th, 2025

            To import financial data from Xero, you will need login details with ‘Standard’ or ‘Advisor’ level permission. 

            These permission levels are granted or changed in the accounting system.

            • import data
            • xero access
            • xero permissions
            • permissions

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