Sync Xero data to Sourcetable
Xero
Sync Xero data to Sourcetable
All your business data, synced in a spreadsheet.
Find out how to make the most of your Xero accounting data with Sourcetable
Sourcetable Benefits
Query financial data quickly & easily
Xero’s simple, cloud-based software helps users to remain organized while carrying out standard bookkeeping functions and other accounting needs. Syncing this data to Sourcetable, and combining it with inputs from other platforms and databases, allows users to create auto-updating models, and analyze key metrics for their businesses at a glance.
Accessibility
Syncing Xero data to Sourcetable lets users compare financial metrics with other key performance indicators quickly and easily, without having to learn SQL or other database languages. This means your key data can be made available to all members of your financial team and beyond.
Auto-update your data
Sourcetable brings together key data from Xero and other platforms quickly and intuitively, allowing users to automate processes and free up time to focus on other important aspects of their business.
Visualizations
Sourcetable comes with a full suite of visualization tools for your reporting needs - from bar charts to line graphs, burn charts, mapping, scatter plots and more. Create visually striking dashboards, share with your team and identify the KPIs that matter to your business.
How to get the most of Xero with Sourcetable
Smart Templates
Use out-of-the-box, tried and tested templates in order to merge databases, query accounting data and improve collaboration across your entire organisation
Quick Analysis
Analyse your Xero financial data instantly in cross-channel reports, which pull data from other financial integrations including Stripe, Braintree and Square.
Ease Of use
Compile all your Xero financial data into a spreadsheet so you can query it and find the business intelligence behind the numbers.
Who uses Xero data in Sourcetable
💸 CFOs & Accountants
📈 Marketing and Advertising professionals
👷🏿 Sales and Sales Ops folk
🧓🏼 Founders
🏢 Ecommerce businesses
Here's a sample of 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
Sample companies
Online businesses integrating Xero with Sourcetable can quickly access all relevant data on income, expenses, statements, estimates and inventory.
-
Small to Medium
sized businesses -
Retail offline stores
-
B2B Platforms
-
Software as a Service
(SaaS) companies -
B2C Marketplaces
Popular Use Reports & Use Cases
Create a daily report of all Xero data
Xero + Sourcetable
Automate reporting functionality for Xero using Sourcetable
Xero + Sourcetable
Combine Xero invoices against marketing spend from Facebook Ads Account
Xero + Facebook Ads
Analyze purchase order history and create updating models
Xero + Sourcetable
Combine and analyze accounting data from multiple Xero accounts
Xero + Sourcetable
What makes Sourcetable special?
Interconnectivity
Connect your Xero accounting data with data from 30+ other sources, and query the numbers to drive decisions and improve collaboration
Collaboration
Create workflow templates based on findings from Xero and other platforms, and share them among your team, no knowledge of coding required
Automation
Sourcetable leverages Xero to automatically create financial reports and top level forecasts or detailed customer accounting.