Xero

Xero to Google Sheets: Query from Xero into Google Sheets or Post data from Google Sheets into Xero using Sheet Director.

What is Sheet Director?

Sheet Director is a G Suite 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 G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is Xero?

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

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet, or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart, and occasionally magical.

  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.

  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.

  • Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.


Xero to Google Sheets: Use Case(s)

> Pull all data from Xero objects and present it into a spreadsheet.

> Push all data from spreadsheet to Xero.

Xero

Sheet Director

Google Sheets

Mapping and Data flow

Sheet Director facilitates dynamic mapping of any Google Sheet with Xero

  • Xero entities can be mapped to sheets/tabs in a Google Sheet.

  • Fields in each entity can be mapped with column in the sheet/tab

  • Data flow is bi-directional


Xero Entities supported on Sheet Director

  • Accounts

  • BankTransactions

  • BanTransfers

  • BrandingThemes

  • ContactGroups

  • Contacts

  • CreditNotes

  • Currencies

  • Employees

  • ExpenseClaims

  • InvoiceReminder

  • Invoices

  • Journals

  • LinkedTransactions

  • ManualJournals

  • Payments

  • Prepayments

  • PurchaseOrders

  • Quotes

  • Receipts

  • RepeatingInvoices

  • TaxRates

  • TrackingCategories

  • Users

Getting Started

  • Choose Sheet Director from Xero App Marketplace

  • Click on "Get this app using Xero Sign in" as seen in the image

This will take you to Sheet Director Installation Page


  • On the Sheet Director page as seen in the image

  • Click on the "Install Now" button

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


  • For detailed steps on installation of Sheet Director, refer Installation Page

  • For general setup of any app integration from Sheet Director, refer Setup Page

  • Continue reading below for setting up specific configuration to integrate Sheet Director and Xero

Setting up Xero in Sheet Director - QUERY

Choose App and Service:

  • Select Xero from the list of applications.

  • Select service as Query.


Xero Configuration

  • Click on connect to Xero to connect to Xero so that you can pull data.


  • If Xero is connected successfully the following screen appears.

  • Select the required application.

  • Select the source as required.

  • Select the object as required.

  • Select the Filters as required.

  • Filters include fields, matches, value.

  • Select the maximum result that is required.

  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.

  • Click on + button under 'Sort By' for sorting.

  • Select the sort field from list.

  • Choose between 'Ascending' or 'Descending'.

Destination Settings:

  • Configure the destination settings to save the executed data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Configure the Notification settings to setup the email templates and add attachments.

  • Click on execute to pull the data into sheet

  • Click save to save the service

Sample Output

Setting up Xero in Sheet Director - POST

Choose App and Service:

  • Select Xero from the list of applications.

  • Select service as POST.

Xero Configuration:

  • Click on connect to Xero to connect to Xero so that you can post data.


  • Click on continue to provide access to the sheetdirector.


  • Select the organization

  • Select entity which you want to post

  • Select Apply Template to add a Default template

  • or, Select Setup Manually to setup manually

Source Sheet:

  • If you are choosing Apply template (Default Template) this will choose sheet and header start at cell automatically

If you chose setup manually

  • Choose the data sheet to post into selected entity on xero

  • Choose cell, from where the header will start at

Result column:

  • If you are choose Apply template (Default Template) this will choose status column and result column automatically

If you chose setup manually

  • Choose the status column

  • Choose the result column

Mapping :

  • If you are choose Apply template (Default Template) this will map fields automatically

  • click '+' icon to add more fields to the sheet to map

If you chose setup manually

  • click '+' icon to add fields to the sheet to map

Notification Setting:

  • Enable notification to get notification on email

Execute:

  • click on execute to validate and save the service

  • It will show the number of recordes are ready to post

  • It will ask for post

  • Click on POST NOW to post the data to the selected entity on xero

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.