Xero

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.

Xero

Sheet Director

Google Sheets

Setting up Xero in Sheet Director - QUERY

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

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 are choosing 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 are choose 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 are choose 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