Xero

What is Xero Connector?

Xero develops cloud-based accounting software for small- and medium-sized businesses. You can use this connector to retrieve data about bank accounts, transactions, expense claims and contacts You connect to your Xero account in the Data Center.


What is Xero ?

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

Xero's products are based on the software as a service (SaaS) model and sold by subscription, based on the type and number of company entities managed by the subscriber.Its products are used in over 180 countries

How does it work?

Step 1: Choose "Xero" connector by Jivrus Technologies from Google Data Studio Partner Gallery

Step 2: Click on 'AUTHORIZE' button for authorizing your google account.

Step 3: Once you click Authorize button, you can provide access with your Google account

Click on 'Allow' button for Access google Account.



Step 4: Once you are authorized to google account then you need to authorize for third-party service. In this case Xero.

Step 5: Click on 'AUTHORIZE' button for authorizing your Xero account.


Step 6: Once you click on authorize, you need to login with your Xero Account.

Click on Login button.



Step 8 : Choose the Tenant ( Organisation / Branch)

Step 8: Choose the Object you want to use.

  • Accounts

  • Bank Transactions

  • Bank Transfers

  • Batch Payments

  • Budgets

  • Contacts

  • Contact Groups

  • Credit Notes

  • Currencies

  • Employees

  • History And Notes

  • Invoices

  • Invoice Remainders

  • Items

  • Linked Transactions

  • Manual Journals

  • Organisation

  • Over Payments

  • Payment Services

  • Payments

  • Prepayments

  • Purchase Order

aaand

  • Repeating Invoices



Step 9: Click on 'Connect' button.


Step 10: The available fields from the Accounts Object is listed .

Step11: Use this as a data source and continue normally with designing your report in Data Studio.

Step 12: Click on 'Create Report' button.

Step 13: You can customize the dashboard as you want.

Xero - Data Studio Dashboard

An example of a dashboard created in Data Studio with Xero Data Connector.

Xero_-Dashboard_report-_by_Jivrus_Technologies.pdf

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