Xero

Google Sheets + Xero Integration

Query from Xero into Google Sheets  or Post data from Google Sheets into Xero.

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc. 


It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on. 

What is Xero?

Xero is a world-leading online accounting software built for small business.

Find out more or try Xero Accounting Software for free.


Xero to Google Sheets: Use Case(s)

> Pull data from Xero objects and present it into a spreadsheet - Query

> Push data from spreadsheet to Xero - Post

Xero

Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets & Xero?

Mapping and Data flow

Sheet Director facilitates dynamic mapping of any Google Sheet with Xero 


Xero Entities supported on Sheet Director

Getting Started

This will take you to Sheet Director Installation Page


Alternately, you can install Sheet Director directly from Google Workspace Marketplace by clicking on "Install Sheet Director" below


Setting up Xero in Sheet Director - QUERY

Choose App and Service:


Xero Configuration


Filters & Sorting

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Setting up Xero in Sheet Director - POST

Choose App and Service:

Xero Configuration:



Source Sheet:

If you chose setup manually

Result column:

If you chose setup manually

Mapping :

If you chose setup manually

Notification Setting:

Execute:

Sample Output

Google Sheet to Xero - Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Xero.

Conflict Resolution: 

Xero Wins: Latest data from Xero will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Xero.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Xero Wins


Sample Output

Google Sheet Wins

Sample Output

FAQ

Can I connect with multiple Xero organisations from single Google Sheets using Sheet Director?

Yes.
You can connect with multiple organisations from single Google Sheets using Sheet Director. You need to create new services in Sheet Director for every connection that you want to make with Xero. You can learn more about managing multiple services on  Multiple services page 

How do I automatically post rows from Google Sheet into Xero?

You need to configure a "Post" type service in Sheet Director and schedule that service. You can refer Scheduler for details on how to schedule the service. An hourly schedule can be very useful to post new or matching records automatically every hour.