Kloudio's Xero integration allows users to easily create reports from Xero file data.
The following article will help you get started:
Step 1 : Go to Kloudio Dataflows and Click on Add a Flow button to create a New Data Flow.
Step 2: Select the Required Data Warehouse and Click on Next button.
Note: On selecting Use Kloudio's Data warehouse check box, Kloudio’s Default Data Warehouse gets selected.
Step 3: Select Xero from the Data Sources List.
Step 4: On Selecting the Data Source, Corresponding Popup window is displayed, Enter the following details:
Connection Name : Enter the appropriate name of the Connection
Schema Name : Enter the Desired Schema Name (Schema Name can only contain lowercase letters, numbers and underscores, and cannot begin with a number)
Frequency : Select the desired frequency for the sync to be initiated and Click on Continue button.
Click on the I Understand button to navigate to the authorization page.
Step 6: On Redirecting to Dashboard page for Authorization, Click on Authorize button.
Step 7: On Redirecting to Xero Page, you can authenticate with valid credentials.
Step 8: After Successful Authorization, Application is again redirected to Dashboard Screen, Click on Save and Test button. Once all the connection tests are passed, You will be redirected to the Data Flow List Screen, where Sync Job status “Success” gets displayed on successful sync.