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


Xero to Google Sheets: Use Case(s)

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

> Push all data from spreadsheet to Xero.

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.


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:

  • Select the required destination Sheet. (or)

  • Create a new sheet by clicking the add icon.

  • Mention the starting cell.

  • Switch on include header if required.

  • Switch on clear sheet before execution to clear the existing sheet data.

Scheduler Settings:

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

Notification Settings:

  • Switch on Notify on Execution if notification email needs to be send during execution.

  • Click on Setup Email Template and customize the email as required.

  • Click on Pick Drive Files to attach files from Drive to email.

  • Switch on Add attachments from Google Sheets to add attachments from Google sheets.

  • Select the required sheet tab.

  • Select Full Sheet or Range.

  • If range is selected select the required range.

  • Switch on Attach PDF to attach the sheet tab as PDF.

  • 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 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