Xero logo

Sync Xero data to Sourcetable

Xero

Xero is an easy-to-use, cloud-based accounting software, designed for business owners without an accounting background. The platform makes collaboration between business owners and Financial Advisers easy and straightforward, and can be used to track important financial KPIs including Conversion Rate, Profits & Sales, Customer Referrals and Customer Lifetime Value (CLV).

Sync Xero data to Sourcetable


Xero logo
Sourcetable logo

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.

Two circular arrows representing how your data refreshes when any of the sources changes

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.

A simple flow showing how a table converts to a chart easily

Find out how to get the most from Xero with Sourcetable

A Magic Wand

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

A Magic Wand

Quick Analysis

Analyse your Xero financial data instantly in cross-channel reports, which pull data from other financial integrations including Stripe, Braintree and Square.

A Magic Wand

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:

Show all (53)

ACCOUNT

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

Link icon

ALLOCATION

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

Link icon

BANK_ACCOUNT

Contains the name and code of the bank

Link icon

BANK_LINKED_TRANSACTION

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

Link icon

BANK_TRANSACTION

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

Link icon

BANK_TRANSACTION_LINE_ITEM_HAS_TRACKING_CATEGORY

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

Link icon

BANK_TRANSACTION_LINE_ITEMS

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

Link icon

BANK_TRANSFER

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

Link icon

BRANDING_THEME

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

Link icon

CONTACT

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

Link icon

CONTACT_ADDRESS

Contains the address information present in the contact

Link icon

CONTACT_GROUP

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

Link icon

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

Link icon

CREDIT_NOTE_LINE_ITEM

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

Link icon

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

Link icon

CURRENCY

Contains the currency information like code and description for each currency

Link icon

EMPLOYEE

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

Link icon

EXPENSE_CLAIM

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

Link icon

INVOICE

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

Link icon

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

Link icon

INVOICE_LINE_ITEM

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

Link icon

INVOICE_LINKED_TRANSACTION

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

Link icon

ITEM

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

Link icon

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

Link icon

JOURNAL_LINE

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

Link icon

JOURNAL_LINE_HAS_TRACKING_CATEGORY

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

Link icon

MANUAL_JOURNAL

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

Link icon

MANUAL_JOURNAL_LINE

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

Link icon

MANUAL_JOURNAL_LINE_HAS_TRACKING_CATEGORY

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

Link icon

ORGANIZATION

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

Link icon

OVEPAYMENT_LINE_ITEM_HAS_TRACKING_CATEGORY

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

Link icon

OVERPAYMENT

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

Link icon

OVERPAYMENT_LINE_ITEM

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

Link icon

PAYMENT

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

Link icon

PREPAYMENT

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

Link icon

PREPAYMENT_LINE_ITEM

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

Link icon

PREPAYMENT_LINE_ITEM_HAS_TRACKING_CATEGORY

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

Link icon

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

Link icon

PURCHASE_ORDER_LINE_ITEM

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

Link icon

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

Link icon

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

Link icon

RECEIPT_LINE_ITEM

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

Link icon

RECEIPT_LINE_ITEM_HAS_TRACKING_CATEGORY

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

Link icon

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.

Link icon

REPEATING_INVOICE_LINE_ITEM

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

Link icon

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

Link icon

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

Link icon

TAX_RATE_COMPONENT

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

Link icon

TRACKING_CATEGORY

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

Link icon

TRACKING_CATEGORY_HAS_OPTION

Contains the relationship between the tracking category and tracking category option

Link icon

TRACKING_CATEGORY_OPTION

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

Link icon

USER

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

Link icon

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

What makes Sourcetable special?

A Magic Wand

Interconnectivity

Connect your Xero accounting data with data from 30+ other sources, and query the numbers to drive decisions and improve collaboration

A Magic Wand

Collaboration

Create workflow templates based on findings from Xero and other platforms, and share them among your team, no knowledge of coding required

A Magic Wand

Automation

Sourcetable leverages Xero to automatically create financial reports and top level forecasts or detailed customer accounting.

Frequently Asked Questions

How do I sync my Xero data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Xero data.
Which accounting software works best with Sourcetable – QuickBooks Online or Xero?
Sourcetable enables users to combine data from both applications, enabling businesses to better understand the relationships among available data, and gain new insights for making better decisions or identifying new opportunities.
How easy is it to visualize my Xero data using Sourcetable?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key data from Xero - and other accounting platforms such as QuickBooks Online - at a glance without SQL.




Connect your Xero Data

Analyze data, automate reports and create live dashboards
for all your business applications, without code. Get unlimited access free for 14 days.