Xero data into your data warehouse in minutes

Automate Xero from a single space with no code

Xero is a cloud-based accounting software for small businesses.

Xero is a software that provides small businesses with a cloud-based accounting system that allows them to manage their finances, invoicing, and payroll in one place. It offers features such as bank reconciliation, expense tracking, inventory management, and financial reporting. Xero also integrates with other business applications such as payment gateways, CRM systems, and project management tools. With Xero, small businesses can streamline their financial processes, save time, and make informed decisions based on real-time financial data.

Prerequisites

To obtain the required settings for connecting to Xero, follow these steps:

1. Start Date: The start date is typically the date from which you want to start syncing data from Xero. This can be set based on your specific requirements.

2. Client ID and Client Secret: To obtain the Client ID and Client Secret, you need to create a Xero API application. To do this, log in to your Xero Developer account, go to the "My Apps" section, and click on "New App". Follow the prompts to create your app, and you will be provided with a Client ID and Client Secret.

3. Tenant ID: The Tenant ID is also known as the Organization ID. To obtain this, you need to authorize your Xero API application to access a specific Xero organization. Once authorized, the Tenant ID will be provided in the response.

4. Refresh Token: The Refresh Token is obtained during the authorization process when you authorize your Xero API application to access a specific Xero organization. The Refresh Token is used to obtain a new Access Token when the current one expires.

Note: It's important to keep your Client Secret and Refresh Token secure, as they provide access to your Xero data.

Settings

Start Date

The date from which data will be retrieved from Xero.

Client ID

The unique identifier for the Xero API client.

Client Secret

The secret key used to authenticate the Xero API client.

Tenant ID

The unique identifier for the Xero organization to which the API client is connected.

Refresh Token

The token used to refresh the access token for the Xero API client.

Include Archived Contacts

A boolean value indicating whether archived contacts should be included in the data retrieved from Xero.

User Agent

A string identifying the user agent making the API request.