Track outstanding customer payments, monitor aging receivables, and analyze the correlation between paid and unpaid invoices to improve cash flow management. See which customers accumulate unpaid and overdue invoices, analyze AR aging, and track changes over time. Get an overview of your profit and loss, products, and customers through a set of reports collected from Xero. Add your Xero account, choose the Xero tenant, and the data entity you want to export. There are two types of Xero source apps to choose from – Xero and Xero Reports. Inside a text block, ensure there are no additional spaces before or after the report fields.
Why Connect Xero to Google Sheets with Unito?
This is most likely to occur in the Compilation Report, Declaration and Notes. The default in the reports is to have the line after the Director/Trustee/Partner name. This will mean that depending on the size of the name, the lines could look untidy in the reports.
- Sometimes a Data Source’s native export feature may provide not as much data as its API does, in which case Flatly is the solution.
- Learn how to seamlessly import Xero quotes data into Excel using Coefficient.
- It combines data from Xero to show revenue distribution by customers and products, helping you identify your top performers and growth opportunities.
- Finance teams using this approach save hours each week on reporting tasks.
API Connector Documentation
To solve this problem, use underscore to draw a line above the wording. All of the editing options are the same as at the individual company level – grouping, rows, columns, and the ability to rename the report headings and footers. Layering a highly visual story over the top of your more technical reporting will be a game changer for a lot of clients. It will allow them to look under the hood of their business and literally see what’s going on. Remove all yellow highlighted text and replace with report fields. I’ve created a Report Template Setup Checklist which is sitting below.
You don’t need to have an accounting degree to use the Xero Accounting app for a small business owner. It is also a cloud-based small business accounting software having tools for managing bank reconciliation, inventory, invoicing, purchasing, expenses. Try Coefficient nowReady to streamline your financial reporting? Connect your Xero account to Google Sheets today and experience the difference a live data connection makes.and transform how you work with your accounting data. Once connected, you’ll have the flexibility to build custom reports, share insights with your team, and make data-driven decisions faster. With auto-refresh enabled, your Xero Accounts data will update automatically based on your schedule.
How do you export Xero data?
- Xero retains multiple copies of all our customer data in multiple geographic locations for real-time data protection.
- If you don’t use Xero, you can pull data from any of our 70+ one-click, native integrations or from spreadsheets, databases and other APIs.
- Use our pre-built library of reports or create fully custom reports using our intuitive dashboard building tools.
Monitor vendor payment deadlines, track aging bills, and analyze payment history to optimize cash flow management and maintain healthy supplier relationships. Track outstanding, overdue, and paid bills to optimize payment schedules, manage vendor relationships, and ensure smooth cash flow. This dashboard allows you to track how much you need to pay to your vendors or suppliers. It gives details on the unpaid bills that are overdue, the cumulative overdue amounts, the bills you’ve paid so far, and each vendor that you need to settle.
You can track earnings, cash flow, and balance sheet changes in one place. Xero is the online accounting software for your business which connects you to your accountant, bank, bookkeeper, and other business apps. Xero is an well known accounting system that have designed for small and growing businesses with their trusted advisors.
Did you know our Slack is the most active Slack community on data integration? It’s also the easiest way to get help from our vibrant community. You can choose to write your script in a language you’re comfortable with. Our clean, modern interface walks you through setup, so you can go from zero to sync in minutes—without deep technical expertise.
Data sets
Connect Xero directly to your spreadsheets and keep your data fresh automatically. Finance teams can now build custom reports that combine contact data with other financial metrics. Sales teams gain easy access to customer information without needing Xero logins. Airbyte’s built-in assistant helps you choose sources, set destinations, and configure syncs quickly. It’s like having a data engineer on call—without the overhead.
Take control of your Xero financial data
Choose the option you like the most to connect your business accounting data to Google Sheets. Learn how to seamlessly import Xero quotes data into Excel using Coefficient. This step-by-step guide shows you how to create live connections to your financial data for better analysis and reporting. Learn how to seamlessly import Xero Accounts data into Google Sheets using Coefficient. This step-by-step guide shows you how to create live, auto-updating financial reports without manual exports.
Learn how to import your Xero Balance Sheet Report directly into Google Sheets using Coefficient. Get real-time financial data that updates automatically for better financial analysis and reporting. This guide will show you how to connect your Xero account to Google Sheets so that bills and invoices populate your spreadsheet rows automatically. This will apply to all historical data, as well as any new bills or invoices – once the integration is complete. From there, any changes made to those same invoices or bills in Xero will automatically update in your spreadsheet (but not the other way around). This allows you to analyze more quickly, make forecasts, and frequently monitor financial health.
Connectors Used
Track your revenue, costs, and customer insights with a comprehensive dashboard connected to your Xero account. The revenue dashboard for Xero gives you clear visibility into your company’s income sources. It combines data from Xero to show revenue distribution by export xero to google sheets and other formats customers and products, helping you identify your top performers and growth opportunities. You’ll get a response containing your access token, expiry time, and refresh token. The access token needs to be in the authorization header when making your API call. An access token expires after 30 minutes, but you can use a refresh token to get a new one.
Gain actionable insights into sales trends, top-performing products, and high-value customers to drive growth strategies. In Apps Script, you can write an authentication script to get the access token. You’ll have to provide the necessary info such as the client id, client secret, and redirect uri. Then, you’ll use another script with the access token and your API endpoint to fetch your data. Once you click Set Up a Schedule, you’ll be able to turn on Automatic data refresh and schedule imports to your destination.
Xero has a native export function that lets you download your accounting data. All you need to do is navigate to the specific type of data you need and export the data as a CSV file. Then, you’ll return to Google Sheets, create a spreadsheet, and import the file.