Xero is an accounting software package developed for small and medium sized businesses.
Kloud.io's Xero integration allows users to easily create reports from Xero data and run them in Google Sheets or Excel. After setting up the integration you'll be able to read, write, upload, and download live Xero data in any spreadsheet!
You can set up Kloud.io's Xero integration in 3 simple steps:
- Create a Xero connection
- Set up connection settings
- Start creating reports
STEP 1: Create a Xero connection
Go to your Kloud.io Connections and click New Connection, indicated by the red circle in the image below:
Now, click the Setup button under the Xero logo and enter your Xero login information when prompted. You will then be taken to a screen where you can setup data synchronization settings for Xero - see Step 2 below.
STEP 2: Setup Xero sync settings
Now it's time to setup your data sync settings.
This will enable you to sync your Xero data to a database/data warehouse of your choice. You can also use Kloud.io's data warehouse if you don't have your own.
Simply fill out the required fields as illustrated in the above GIF:
a) Connection name
b) Select database/data warehouse connection (this is where Kloud.io will sync your Xero data)
c) Choose a schema name.
d) Optionally, use Kloud.io's data warehouse if you don't have your own.
e) Select the desired sync frequency
When you're done, click Save & Sync.
STEP 3: Create Kloud.io reports from your Xero connection
Once the Xero connection is created and synced as per steps 1 and 2 above, you can create reports from any synced Xero tables:
You can create reports using our drag and drop visual builder as demonstrated in the GIF above or through SQL. Our visual builder is intuitive and easy to use, but if you need additional help you can reference our guide here.
Remember to select the connection and schema that you created in Step 2 when building reports.
Voila! You're all set!
Run any Kloud.io report in Google Sheets or Excel and watch your spreadsheet magically populate with the data you need, from any source.
Feel free to chat with us or drop an email in case you have any questions related to this integration.