Xero

Xero is an open source e-commerce wordpress plugin designed to sell your products online and expand your business.

Sync Xero data to Sourcetable

Build reports once. Connect to Xero and start modeling from live data.

Popular Use Cases

Xero connector Sourcetable connector
Create a daily report of all Xero data
Xero + Sourcetable
Xero connector Sourcetable connector
Automate reporting functionality for Xero using Sourcetable
Xero + Sourcetable
Xero connector Facebook Ads Account connector
Combine Xero invoices against marketing spend from Facebook Ads Account
Xero + Facebook Ads Account
Xero connector Sourcetable connector
Analyze purchase order history and create updating models
Xero + Sourcetable
Xero connector Sourcetable connector
Combine and analyze accounting data from multiple Xero accounts
Xero + Sourcetable
Here's a sample of the Xero data that will be available in your Sourcetable spreadsheets:
ACCOUNT

Contains the information about the accounts that are created in the Xero

ALLOCATION

Contains the relationships of credit note, invoice, overpayment, prepayment and has amount and date information

BANK_ACCOUNT

Contains the name and code of the bank

BANK_LINKED_TRANSACTION

It links the line items of a sales or a purchase transactions with a customer

BANK_TRANSACTION

It exposes a resource which gives information about the transactions whether they are send or received, overpayments and prepayments

BANK_TRANSACTION_LINE_ITEM_HAS_TRACKING_CATEGORY

Contains the relationships of bank transaction, category and has a line item id and options field

BANK_TRANSACTION_LINE_ITEMS

Contains the information about the bank transaction, account code, description, item code, line amout, quantity and tax information

BANK_TRANSFER

Contains the information of the transfer amount between the sender and receiver along with their bank information

BRANDING_THEME

Contains the information of the branding themes that an organisation can apply and has details like logo URL, name, type etc

CONTACT

Contains the complete contact information of people like name, address, email, phone etc

CONTACT_ADDRESS

Contains the address information present in the contact

CONTACT_GROUP

The contacts can be grouped and each group is called a contact group and it has a group id, name and status

CONTACT_GROUP_MEMBER

A member of a contact group is called a contact group member

CREDIT_NOTE

Credit note contains the information of the amount, tax applicable, remaining credit, contact, type of credit note, and allocation information

CREDIT_NOTE_LINE_ITEM

A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation

CREDIT_NOTE_LINE_ITEM_HAS_TRACKING_CATEGORY

Each credit note line item has a tracking array which stores the information of name, option, tracking category id, and tracking option id

CURRENCY

Contains the currency information like code and description for each currency

EMPLOYEE

Contains the employee information like first name, last name, status and external links etc

EXPENSE_CLAIM

Contains the information of the user, contact, receipts, and line items, date, status of expense claim

INVOICE

Contains the information of the contact, address, line items, tax applicable, status, due date, and payment information

INVOICE_LINE_ITATEEM_HAS_TRACKING_CGORY

Each invoice line item has a tracking category object which has information like tracking category id, name and option

INVOICE_LINE_ITEM

A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation

INVOICE_LINKED_TRANSACTION

It links the line items of a sales or a purchase transactions with a customer

ITEM

Each item stores has the purchase details, sales details, code and description

JOURNAL

A journal has information like journal number, its created date, and an has list of journal lines which stores information of account, tax details and amount

JOURNAL_LINE

A journal line stores information of account, tax details and amount

JOURNAL_LINE_HAS_TRACKING_CATEGORY

Each journal line item has a tracking category object which has information like tracking category id, name and option

MANUAL_JOURNAL

Manual journal contains the information of status, narration, created date and journal lines which contains information of account, tax, tracking and description

MANUAL_JOURNAL_LINE

Journal line contains information of tracking, tax amount, description, and line amount

MANUAL_JOURNAL_LINE_HAS_TRACKING_CATEGORY

Each manual journal line has tracking category which contains the information like tracking category id, name and option

ORGANIZATION

Organisation holds all the details of an organisation like it type, financial year, currency code, country code, address, external links and payment terms

OVEPAYMENT_LINE_ITEM_HAS_TRACKING_CATEGORY

Each overpayment line item has tracking category which contains the information like tracking category id, name and option

OVERPAYMENT

Overpayments contains the information of contact, tax information, allocations, type of overpayment, status etc

OVERPAYMENT_LINE_ITEM

A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation

PAYMENT

A payment resource contains information like batch payment details, amount, reference, account, status, currency rate, and invoice information

PREPAYMENT

Prepayment contains the information of contact, tax information, allocations, type of prepayment, status, currency rate

PREPAYMENT_LINE_ITEM

A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation

PREPAYMENT_LINE_ITEM_HAS_TRACKING_CATEGORY

Each prepayment line item has tracking category which contains the information like tracking category id, name and option

PURCHASE_ORDER

Purchase Order contains information of delivery information, contact information, line items which describes what products are ordered along with their price and tax information

PURCHASE_ORDER_LINE_ITEM

A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation

PURCHASE_ORDER_LINE_ITEM_HAS _TRACKING_CATEGORY

Each purchase order line item has tracking category which contains the information like tracking category id, name and option

RECEIPT

Receipts contains information like contact details, status, user information, and has list of line items which has information like description, tax amount, line amount, quantity and tracking infomation

RECEIPT_LINE_ITEM

A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation

RECEIPT_LINE_ITEM_HAS_TRACKING_CATEGORY

Each receipt line item has tracking category which contains the information like tracking category id, name and option

REPEATING_INVOICE

Repeating invoices are the invoices which can be repeated with the previous details of an invoice. It has all the information of an invoice along with the schedule when invoice should be repeated.

REPEATING_INVOICE_LINE_ITEM

A line item represents an individual entity having information like description, tax amount, line amount, quantity and tracking infomation

REPEATING_INVOICE_LINE_ITEM_HAS_TRACKING_CATEGORY

Each repeating invoice line item has tracking category which contains the information like tracking category id, name and option

TAX_RATE

Tax rate conains the taxation information like name of tax, tax components, status and it's applicablity on various assets, equity, expenses etc

TAX_RATE_COMPONENT

Tax rate component has information like name, rate, flags to check whether it is recoverable or a compound tax

TRACKING_CATEGORY

Tracking category has fields like name, status, tracking category id and options which contains name and status

TRACKING_CATEGORY_HAS_OPTION

Contains the relationship between the tracking category and tracking category option

TRACKING_CATEGORY_OPTION

Each tracking categoy has options which has information of name, status and tracking option id

USER

A user has information like name, email address, subscriber information, its role etc