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 offers a cloud-based accounting software platform for small and medium-sized businesses.

Use Case(s)

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


Sheet Director

Google Sheets

Setting up Xero in Sheet Director

Choose App and Service:

  • Select Xero from the list of applications.
  • Select service as Query.
  • Switch on Run Automatically if the queries needs to be executed in regular intervals.

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.

Sample Output