Privacy Policy

General

Your privacy is important to us. It is the policy of UltimateXeroguide.com to respect your privacy regarding any information we may collect from you across our website and other sites we own and operate.

We only ask for personal information when we truly need it to provide a service to you. We collect it by fair and lawful means, with your knowledge and consent. We also let you know why we"re collecting it and how it will be used.

We only retain collected information for as long as necessary to provide you with your requested service. What data we store, we protect within commercially acceptable means to prevent loss, theft, unauthorized access, disclosure, copying, use, or modification.

We don"t share any personally identifying information publicly or with third parties, except when required to by law.

We can irrevocably erase all your personal data if you request us to do so.

Our website may link to external sites that are not operated by us. Please be aware that we have no control over the content and practices of these sites, and cannot accept responsibility or liability for their respective privacy policies.

You are free to refuse our request for your personal information, with the understanding that we may be unable to provide you with some of your desired services.

Your continued use of our website will be regarded as acceptance of our practices around privacy and personal information. If you have any questions about how we handle user data and personal information, feel free to contact us by email: support@ultimatexeroguide.com

Account

You can delete your account and all associated data by visiting your account settings and pressing the "Delete account" button.

Cookie Policy

Cookies are small text files sent by the server to the user"s device. Cookies perform many functions, for example, they allow you to save the settings made by the user, allow the user to move between pages after signing in and, on the whole, make working on a website easier.

Here"s how we are using cookie files:

а) Identification — cookie files allow website providers to recognize your device and your Account so they don"t have to request your login details and password every time you go to another page;

b) Analytics — cookie files allow us to obtain information about the viewing how many times a particular page was viewed.

The user has the right to set the browser to refuse cookies, but this will substantially limit their ability to use the Platform.

Updated on 19th Aug, 2024

Data Privacy and Security

We do not share any user data on social media channels. However, we may use tools usage data, eBook, and course analytics for internal purposes to improve our services. We do not access or use any data from connected Xero organizations, and all such data is securely stored on third-party cloud environments like AWS.

Xero to Google Sheets Tool

Our "Xero to Google Sheets" tool connects to your Xero organization via OAuth, allowing us to fetch and process your organization"s data. You will also be prompted to connect your Google account, providing the necessary permissions for Google Drive and Google Sheets.

We store your OAuth credentials for both Xero and Google in our secure database to facilitate asynchronous requests to these services for business purposes. At present, we do not refresh these tokens; however, in the future, we may offer features such as automation, which will require storing and refreshing these tokens as necessary.

Google Sheet Integration

You can connect a form on UltimateXeroguide.com to our Google Sheet integration. This will allow you to sync your Xero organisation data (e.g., reports, organisations details, chart of accounts) and pass it to a spreadsheet.

When you connect our Google Sheet integration, we ask you to pass the Google account authorization process. We ask your permission to create files on your Google Drive and manage the files that we created (we cannot see or edit other files on your Google Drive).

We request this permission to create a new spreadsheet on your Google Drive. We also create initial spreadsheet headers columns (e.g., date, month, year, value, account code). Click the image to learn more.

After the spreadsheet is created, we give it permanent writing access to our app. This will allow us to populate this particular spreadsheet with data that is passed from your Xero organisations.

We request this permission to give writing access to the new spreadsheet to our app. Click the image to learn more.

After the spreadsheet is created and given writing access, we store your access tokens and never refresh it, effectively useless after the expiry. This means we do not store the access to your Google Drive or any other Google account info.

We keep writing access to the created spreadsheet. It is needed to send data that comes from your Xero organisations connected with UltimateXeroguide.com. We pass fetched data directly to the spreadsheet that was created during the authorization process. We do not save fetched data on our end. We do not analyze fetched data.