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 Looker 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
Budget Lines
Contacts
Contact Groups
Credit Notes
Currencies
Employees
Invoice Line Items
Invoices
Journals
Items
Linked Transactions
Manual Journals
Organisation
Over Payments
Payment Services
Payments
Prepayments
Purchase Order
Repeating Invoices
Receipts
Tax Rates
Tracking Categories Options
Tracking Categories
Users
Step 9: Click on 'Connect' button.
Step 10: The available fields from the Accounts Object are listed.
Step 11: Use this as a data source and continue normally with designing your report in Looker Studio.
Step 12: Click on the 'Create Report' button.
Step 13: You can customize the dashboard as you want.
Pricing
Xero - Looker Studio Dashboard
An example of a dashboard created in Looker Studio with Xero Data Connector.
Xero_-Dashboard_report-_by_Jivrus_Technologies.pdf