{"id":48292,"date":"2025-05-13T09:11:08","date_gmt":"2025-05-13T09:11:08","guid":{"rendered":"http:\/\/anja"},"modified":"2025-12-08T08:47:24","modified_gmt":"2025-12-08T08:47:24","slug":"xero","status":"publish","type":"docs","link":"https:\/\/www.worldfirst.com\/sg\/help-center\/account-management\/xero\/","title":{"rendered":"Xero User Guide"},"content":{"rendered":"\n<h2><span style=\"font-size: 24px;text-transform:none\">Connect your WorldFirst user account to Xero user account<\/span><\/h2>\n\n\n\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\" style=\"background-color:#8dd2fc3b\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>You must already have a Xero account (visit <a href=\"https:\/\/www.xero.com\/uk\/signup\/\" target=\"_blank\" rel=\"noreferrer noopener\">xero.com\/signup\/<\/a> if needed). You must connect your WorldFirst user account to your Xero user account once logged into WorldFirst. You require at least once WorldFirst currency account to have been created before you can connect to a Xero bank account.<\/p>\n<\/div>\n<\/div>\n\n\n\n<ul>\n<li>Visit worldfirst.com\/account\/accounting apps, or click on the My Account icon in the top right of the screen and select Accounting apps from the dropdown<\/li>\n\n\n\n<li>Click &#8216;Connect to Xero&#8217; where Xero displayed on page<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739242801654-53881bd6-0167-40a3-a661-72535d3f6d43.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739242801654-53881bd6-0167-40a3-a661-72535d3f6d43.webp\" alt=\"\" class=\"wp-image-47927\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Enter your Xero username and Xero password when prompted<\/li>\n\n\n\n<li>Select Xero organisation (if you have more than one organisation set up within your Xero account) and click &#8216;Allow access&#8217; to allow data sharing between WorldFirst and Xero<\/li>\n\n\n\n<li>View WorldFirst currency accounts which can be connected to Xero bank accounts (requires at least one WorldFirst currency account with a non-zero balance)<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">Connect a WorldAccount currency account to a Xero bank account<\/span><\/h2>\n\n\n\n<ul>\n<li>Identify the Worldfirst Currency account to connect and click &#8216;Connect&#8217;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244208267-9c436a5e-f129-4453-aedd-989316ff348c.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244208267-9c436a5e-f129-4453-aedd-989316ff348c.webp\" alt=\"\" class=\"wp-image-47928\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Selecting this option will <strong>create a new bank account in Xero<\/strong> with default name format: WorldFirst-[Currency code]. A new name can be entered<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244286660-4490cbec-8b11-454d-8390-20b29508b35e.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244286660-4490cbec-8b11-454d-8390-20b29508b35e.webp\" alt=\"\" class=\"wp-image-47929\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Click &#8216;Confirm&#8217; (there may be a short delay whilst connection is made)<\/li>\n\n\n\n<li>View confirmation message<\/li>\n\n\n\n<li>Click Done to return to the Currency account view<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">Sync Historical Statement<\/span><\/h2>\n\n\n\n<ul>\n<li>Click \u201cSync Historical Statement\u201d button<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244768034-80296556-9d0e-4d73-a7bc-20ad2a1da8a2.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244768034-80296556-9d0e-4d73-a7bc-20ad2a1da8a2.webp\" alt=\"\" class=\"wp-image-47930\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Select Data range and Currency and click \u201cSync now\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244875233-eaadc378-4d7c-4bc5-a735-36b994aa35ab.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244875233-eaadc378-4d7c-4bc5-a735-36b994aa35ab.webp\" alt=\"\" class=\"wp-image-47931\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">How to disconnect your World Account from Xero website<\/span><\/h2>\n\n\n\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex\" style=\"background-color:#8dd2fc3b\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>If you experience issues with your Xero account\u2026<\/p>\n\n\n\n<p>In order to reconnect your World Account to Xero, you\u2019ll need to first disconnect it in your Xero account.<\/p>\n<\/div>\n<\/div>\n\n\n\n<ul>\n<li>After logging in to Xero account, go to Settings &gt; Connected Apps and next to \u201cWorldFirst\u201d, click \u201cDisconnect\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245705559-cda22033-8594-4af1-9cc9-241080caad78.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245705559-cda22033-8594-4af1-9cc9-241080caad78.webp\" alt=\"\" class=\"wp-image-47935\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245748448-791d3a01-2277-42e2-8ea1-8d61c8eb11e4.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245748448-791d3a01-2277-42e2-8ea1-8d61c8eb11e4.webp\" alt=\"\" class=\"wp-image-47936\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245798556-a56dc93d-1f59-442c-ac14-054b8e3d1acb.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245798556-a56dc93d-1f59-442c-ac14-054b8e3d1acb.webp\" alt=\"\" class=\"wp-image-47937\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245837582-fe068be6-ebb8-4623-acb8-cc56eca74da9.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245837582-fe068be6-ebb8-4623-acb8-cc56eca74da9.webp\" alt=\"\" class=\"wp-image-47938\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">How to disconnect your Xero account from the WorldFirst portal<\/span><\/h2>\n\n\n\n<ul>\n<li>After logging in to WorldFirst portal, please go to My account &gt; Accounting Apps (on the right hand side under other)&nbsp; &gt;View your accounting apps View Xero and Click disconnect<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">How to reconnect your World Account from WorldFirst Portal<\/span><\/h2>\n\n\n\n<ul>\n<li>After logging in to WorldFirst portal, please go to My account &gt; Accounting Apps &gt; Xero and log in<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245705559-cda22033-8594-4af1-9cc9-241080caad78.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245705559-cda22033-8594-4af1-9cc9-241080caad78.webp\" alt=\"\" class=\"wp-image-47935\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245999324-247cd298-4c9e-4130-a29c-19c6fbd996cb.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245999324-247cd298-4c9e-4130-a29c-19c6fbd996cb.webp\" alt=\"\" class=\"wp-image-47939\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246041883-da4b758e-4bc9-4fc9-97a4-9bedca0cfd9f.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246041883-da4b758e-4bc9-4fc9-97a4-9bedca0cfd9f.webp\" alt=\"\" class=\"wp-image-47940\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246104703-f6e85c20-ab36-43b0-8f26-ed0cf0f58097.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246104703-f6e85c20-ab36-43b0-8f26-ed0cf0f58097.webp\" alt=\"\" class=\"wp-image-47942\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Make sure that you\u2019re logged out of your Xero account<\/li>\n\n\n\n<li>Select the organisation you need, only from the following dropdown and click \u201cAllow access\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246166397-c7f29a8f-2d80-45f8-8cdb-5913a7f140e7.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246166397-c7f29a8f-2d80-45f8-8cdb-5913a7f140e7.webp\" alt=\"\" class=\"wp-image-47943\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Click &#8220;Create new Xero EUR account&#8221; and click confirm<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246227126-f52b85ba-8676-422d-b0de-90454254efae.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246227126-f52b85ba-8676-422d-b0de-90454254efae.webp\" alt=\"\" class=\"wp-image-47944\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Allow at least an hour for the connection to sync after reconnection<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">Syncing your currency accounts (e.g., GBP showing but EUR is missing)<\/span><\/h2>\n\n\n\n<ul>\n<li>Log in to the WorldFirst portal<\/li>\n\n\n\n<li>Go to My account &gt; Accounting apps<\/li>\n\n\n\n<li>Disconnect the currency account if it exists already<\/li>\n\n\n\n<li>Create a new currency account with a new name<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246334693-79a02997-347c-468f-b524-0ac079279087.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246334693-79a02997-347c-468f-b524-0ac079279087.webp\" alt=\"\" class=\"wp-image-47945\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246374840-3f7cbcd0-324c-46b1-b0a5-d29d916824c1.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246374840-3f7cbcd0-324c-46b1-b0a5-d29d916824c1.webp\" alt=\"\" class=\"wp-image-47946\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">The currency account exists but isn\u2019t active (syncing with Xero)<\/span><\/h2>\n\n\n\n<ul>\n<li>Log in to the WorldFirst portal<\/li>\n\n\n\n<li>Go to My account &gt; Accounting apps<\/li>\n\n\n\n<li>Select the account that\u2019s not active and click on \u201cConnect\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246334693-79a02997-347c-468f-b524-0ac079279087.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246334693-79a02997-347c-468f-b524-0ac079279087.webp\" alt=\"\" class=\"wp-image-47945\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246374840-3f7cbcd0-324c-46b1-b0a5-d29d916824c1.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246374840-3f7cbcd0-324c-46b1-b0a5-d29d916824c1.webp\" alt=\"\" class=\"wp-image-47946\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246525156-68447015-e43b-45c1-a33e-6c8b292a193c.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246525156-68447015-e43b-45c1-a33e-6c8b292a193c.webp\" alt=\"\" class=\"wp-image-47947\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">Xero account is connected on WorldFirst portal but historical data seems to be missing<\/span><\/h2>\n\n\n\n<ul>\n<li>Log in to the WorldFirst portal<\/li>\n\n\n\n<li>Go to My account &gt; Accounting apps &gt; View your accounting apps<\/li>\n\n\n\n<li>Click on \u201cSync historical statement\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246334693-79a02997-347c-468f-b524-0ac079279087.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246334693-79a02997-347c-468f-b524-0ac079279087.webp\" alt=\"\" class=\"wp-image-47945\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246374840-3f7cbcd0-324c-46b1-b0a5-d29d916824c1.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246374840-3f7cbcd0-324c-46b1-b0a5-d29d916824c1.webp\" alt=\"\" class=\"wp-image-47946\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>View Xero click view<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246679121-8c2c83dd-b79a-41ff-a34e-3a36b7de1347.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246679121-8c2c83dd-b79a-41ff-a34e-3a36b7de1347.webp\" alt=\"\" class=\"wp-image-47948\" style=\"width:600px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Sync historical statement screenshot goes here<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Connect your WorldFirst user account to Xero user account You must already have a Xero account (visit xero.com\/signup\/ if needed). You must connect your WorldFirst user account to your Xero user account once logged into WorldFirst. You require at least once WorldFirst currency account to have been created before you can connect to a Xero [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[29],"doc_tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v24.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Xero User Guide | WorldFirst SG<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.worldfirst.com\/sg\/help-center\/account-management\/xero\/\" \/>\n<meta property=\"og:locale\" content=\"en_SG\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Xero User Guide\" \/>\n<meta property=\"og:description\" content=\"Connect your WorldFirst user account to Xero user account You must already have a Xero account (visit xero.com\/signup\/ if needed). You must connect your WorldFirst user account to your Xero user account once logged into WorldFirst. 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