\n
\n
You must already have a Xero account (visit 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
- \n
- 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
- Click ‘Connect to Xero’ where Xero displayed on page<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739242801654-53881bd6-0167-40a3-a661-72535d3f6d43.webp\")
<\/a><\/figure>\n\n\n\n- \n
- Enter your Xero username and Xero password when prompted<\/li>\n\n\n\n
- Select Xero organisation (if you have more than one organisation set up within your Xero account) and click ‘Allow access’ to allow data sharing between WorldFirst and Xero<\/li>\n\n\n\n
- 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
|<\/span> Connect a WorldAccount currency account to a Xero bank account<\/span><\/h2>\n\n\n\n
- \n
- Identify the Worldfirst Currency account to connect and click ‘Connect’<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244208267-9c436a5e-f129-4453-aedd-989316ff348c.webp\")
<\/a><\/figure>\n\n\n\n- \n
- Selecting this option will 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
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244286660-4490cbec-8b11-454d-8390-20b29508b35e.webp\")
<\/a><\/figure>\n\n\n\n- \n
- Click ‘Confirm’ (there may be a short delay whilst connection is made)<\/li>\n\n\n\n
- View confirmation message<\/li>\n\n\n\n
- Click Done to return to the Currency account view<\/li>\n<\/ul>\n\n\n\n
|<\/span> Sync Historical Satement<\/span><\/h2>\n\n\n\n
- \n
- Click \u201cSync Historical Satement\u201d button<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244768034-80296556-9d0e-4d73-a7bc-20ad2a1da8a2.webp\")
<\/a><\/figure>\n\n\n\n- \n
- Select Data range and Currency and click \u201cSync now\u201d<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739244875233-eaadc378-4d7c-4bc5-a735-36b994aa35ab.webp\")
<\/a><\/figure>\n\n\n\n|<\/span> How to disconnect your World Account from Xero website<\/span><\/h2>\n\n\n\n
\n\nIf you experience issues with your Xero account\u2026<\/p>\n\n\n\n
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
- \n
- After logging in to Xero account, go to Settings > Connected Apps and next to \u201cWorldFirst\u201d, click \u201cDisconnect\u201d<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245705559-cda22033-8594-4af1-9cc9-241080caad78.webp\")
<\/a><\/figure>\n\n\n\n![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245748448-791d3a01-2277-42e2-8ea1-8d61c8eb11e4.webp\")
<\/a><\/figure>\n\n\n\n![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245798556-a56dc93d-1f59-442c-ac14-054b8e3d1acb.webp\")
<\/a><\/figure>\n\n\n\n![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245837582-fe068be6-ebb8-4623-acb8-cc56eca74da9.webp\")
<\/a><\/figure>\n\n\n\n|<\/span> How to disconnect your Xero account from the WorldFirst portal<\/span><\/h2>\n\n\n\n
- \n
- After logging in to WorldFirst portal, please go to My account > Accounting Apps (on the right hand side under other)\u00a0 >View your accounting apps View Xero and Click disconnect<\/li>\n<\/ul>\n\n\n\n
|<\/span> How to reconnect your World Account from WorldFirst Portal<\/span><\/h2>\n\n\n\n
- \n
- After logging in to WorldFirst portal, please go to My account > Accounting Apps > Xero and log in<\/li>\n<\/ul>\n\n\n\n<\/a><\/figure>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739245999324-247cd298-4c9e-4130-a29c-19c6fbd996cb.webp\")
<\/a><\/figure>\n\n\n\n![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246041883-da4b758e-4bc9-4fc9-97a4-9bedca0cfd9f.webp\")
<\/a><\/figure>\n\n\n\n![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246104703-f6e85c20-ab36-43b0-8f26-ed0cf0f58097.webp\")
<\/a><\/figure>\n\n\n\n- \n
- Make sure that you\u2019re logged out of your Xero account<\/li>\n\n\n\n
- Select the organisation you need, only from the following dropdown and click \u201cAllow access\u201d<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246166397-c7f29a8f-2d80-45f8-8cdb-5913a7f140e7.webp\")
<\/a><\/figure>\n\n\n\n- \n
- Click “Create new Xero EUR account” and click confirm<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246227126-f52b85ba-8676-422d-b0de-90454254efae.webp\")
<\/a><\/figure>\n\n\n\n- \n
- Allow at least an hour for the connection to sync after reconnection<\/li>\n<\/ul>\n\n\n\n
|<\/span> Syncing your currency accounts (e.g., GBP showing but EUR is missing)<\/span><\/h2>\n\n\n\n
- \n
- Log in to the WorldFirst portal<\/li>\n\n\n\n
- Go to My account > Accounting apps<\/li>\n\n\n\n
- Disconnect the currency account if it exists already<\/li>\n\n\n\n
- Create a new currency account with a new name<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246334693-79a02997-347c-468f-b524-0ac079279087.webp\")
<\/a><\/figure>\n\n\n\n![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246374840-3f7cbcd0-324c-46b1-b0a5-d29d916824c1.webp\")
<\/a><\/figure>\n\n\n\n|<\/span> The currency account exists but isn\u2019t active (syncing with Xero)<\/span><\/h2>\n\n\n\n
- \n
- Log in to the WorldFirst portal<\/li>\n\n\n\n
- Go to My account > Accounting apps<\/li>\n\n\n\n
- Select the account that\u2019s not active and click on \u201cConnect\u201d<\/li>\n<\/ul>\n\n\n\n<\/a><\/figure>\n\n\n\n<\/a><\/figure>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246525156-68447015-e43b-45c1-a33e-6c8b292a193c.webp\")
<\/a><\/figure>\n\n\n\n|<\/span> Xero account is connected on WorldFirst portal but historical data seems to be missing<\/span><\/h2>\n\n\n\n
- \n
- Log in to the WorldFirst portal<\/li>\n\n\n\n
- Go to My account > Accounting apps > View your accounting apps<\/li>\n\n\n\n
- Click on \u201cSync historical statement\u201d<\/li>\n<\/ul>\n\n\n\n<\/a><\/figure>\n\n\n\n<\/a><\/figure>\n\n\n\n
- \n
- View Xero click view<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739246679121-8c2c83dd-b79a-41ff-a34e-3a36b7de1347.webp\")
<\/a><\/figure>\n\n\n\n- \n
- Sync historical statement screenshot goes here<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
| 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 […]<\/p>\n","protected":false},"author":30,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[21],"doc_tag":[],"acf":[],"yoast_head":"\n
Xero User Guide | WorldFirst TH<\/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\/th\/help-center\/account-management\/xero\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\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. You require at least once WorldFirst currency account to have been created before you can connect to a […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/\" \/>\n<meta property=\"og:site_name\" content=\"WorldFirst TH\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/\",\"url\":\"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/\",\"name\":\"Xero User Guide | WorldFirst TH\",\"isPartOf\":{\"@id\":\"https:\/\/www.worldfirst.com\/th\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739242801654-53881bd6-0167-40a3-a661-72535d3f6d43.webp\",\"datePublished\":\"2025-05-13T09:12:09+00:00\",\"dateModified\":\"2025-05-13T09:12:09+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/#primaryimage\",\"url\":\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739242801654-53881bd6-0167-40a3-a661-72535d3f6d43.webp\",\"contentUrl\":\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739242801654-53881bd6-0167-40a3-a661-72535d3f6d43.webp\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.worldfirst.com\/th\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"User Guides\",\"item\":\"https:\/\/www.worldfirst.com\/th\/userguide\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Xero User Guide\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.worldfirst.com\/th\/#website\",\"url\":\"https:\/\/www.worldfirst.com\/th\/\",\"name\":\"WorldFirst TH\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/www.worldfirst.com\/th\/#organization\"},\"alternateName\":\"WorldFirst\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.worldfirst.com\/th\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.worldfirst.com\/th\/#organization\",\"name\":\"WorldFirst TH\",\"url\":\"https:\/\/www.worldfirst.com\/th\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.worldfirst.com\/th\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/14\/2023\/07\/20250123071243164.png\",\"contentUrl\":\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/14\/2023\/07\/20250123071243164.png\",\"width\":238,\"height\":34,\"caption\":\"WorldFirst TH\"},\"image\":{\"@id\":\"https:\/\/www.worldfirst.com\/th\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Xero User Guide | WorldFirst TH","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/","og_locale":"en_US","og_type":"article","og_title":"Xero User Guide","og_description":"| 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 […]","og_url":"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/","og_site_name":"WorldFirst TH","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"7 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/","url":"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/","name":"Xero User Guide | WorldFirst TH","isPartOf":{"@id":"https:\/\/www.worldfirst.com\/th\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/#primaryimage"},"image":{"@id":"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/#primaryimage"},"thumbnailUrl":"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739242801654-53881bd6-0167-40a3-a661-72535d3f6d43.webp","datePublished":"2025-05-13T09:12:09+00:00","dateModified":"2025-05-13T09:12:09+00:00","breadcrumb":{"@id":"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/#primaryimage","url":"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739242801654-53881bd6-0167-40a3-a661-72535d3f6d43.webp","contentUrl":"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/15\/2025\/02\/1739242801654-53881bd6-0167-40a3-a661-72535d3f6d43.webp"},{"@type":"BreadcrumbList","@id":"https:\/\/www.worldfirst.com\/th\/help-center\/account-management\/xero\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.worldfirst.com\/th\/"},{"@type":"ListItem","position":2,"name":"User Guides","item":"https:\/\/www.worldfirst.com\/th\/userguide\/"},{"@type":"ListItem","position":3,"name":"Xero User Guide"}]},{"@type":"WebSite","@id":"https:\/\/www.worldfirst.com\/th\/#website","url":"https:\/\/www.worldfirst.com\/th\/","name":"WorldFirst TH","description":"","publisher":{"@id":"https:\/\/www.worldfirst.com\/th\/#organization"},"alternateName":"WorldFirst","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.worldfirst.com\/th\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.worldfirst.com\/th\/#organization","name":"WorldFirst TH","url":"https:\/\/www.worldfirst.com\/th\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.worldfirst.com\/th\/#\/schema\/logo\/image\/","url":"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/14\/2023\/07\/20250123071243164.png","contentUrl":"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/14\/2023\/07\/20250123071243164.png","width":238,"height":34,"caption":"WorldFirst TH"},"image":{"@id":"https:\/\/www.worldfirst.com\/th\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.worldfirst.com\/th\/wp-json\/wp\/v2\/docs\/43605"}],"collection":[{"href":"https:\/\/www.worldfirst.com\/th\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.worldfirst.com\/th\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www.worldfirst.com\/th\/wp-json\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/www.worldfirst.com\/th\/wp-json\/wp\/v2\/comments?post=43605"}],"version-history":[{"count":0,"href":"https:\/\/www.worldfirst.com\/th\/wp-json\/wp\/v2\/docs\/43605\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.worldfirst.com\/th\/wp-json\/wp\/v2\/media?parent=43605"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www.worldfirst.com\/th\/wp-json\/wp\/v2\/doc_category?post=43605"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.worldfirst.com\/th\/wp-json\/wp\/v2\/doc_tag?post=43605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Sync historical statement screenshot goes here<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
- View Xero click view<\/li>\n<\/ul>\n\n\n\n
- Allow at least an hour for the connection to sync after reconnection<\/li>\n<\/ul>\n\n\n\n
- Click “Create new Xero EUR account” and click confirm<\/li>\n<\/ul>\n\n\n\n
- After logging in to WorldFirst portal, please go to My account > Accounting Apps > Xero and log in<\/li>\n<\/ul>\n\n\n\n
- After logging in to WorldFirst portal, please go to My account > Accounting Apps (on the right hand side under other)\u00a0 >View your accounting apps View Xero and Click disconnect<\/li>\n<\/ul>\n\n\n\n
- After logging in to Xero account, go to Settings > Connected Apps and next to \u201cWorldFirst\u201d, click \u201cDisconnect\u201d<\/li>\n<\/ul>\n\n\n\n
- Select Data range and Currency and click \u201cSync now\u201d<\/li>\n<\/ul>\n\n\n\n
- Click \u201cSync Historical Satement\u201d button<\/li>\n<\/ul>\n\n\n\n
- Selecting this option will 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
- Identify the Worldfirst Currency account to connect and click ‘Connect’<\/li>\n<\/ul>\n\n\n\n