How to Build a Dashboard in Xero: 2025 Guide

Are you looking to harness the full power of Xero’s reporting capabilities?

Whether you’re an accountant, financial controller, or business owner, understanding how to build effective reports and dashboards in Xero is crucial for making informed decisions.

This guide will walk you through everything you need to know about Xero reporting in 2025, from basic report types to advanced dashboard creation and automation.

Common Xero Report Types

Xero offers a variety of report types to help you analyze your financial data. Let’s explore the most commonly used reports and their applications:

Accounting Reports

Xero provides several essential accounting reports that give you a clear picture of your financial health:

  1. Executive Summary: This report offers a high-level overview of your business’s financial performance, including key metrics like income, expenses, and cash flow.
  2. Cash Summary: Track your cash inflows and outflows over a specific period, helping you manage your liquidity effectively.
  3. Income Statement (Profit and Loss): Analyze your revenue, expenses, and profitability over a given timeframe.
  4. Balance Sheet: Get a snapshot of your company’s financial position, including assets, liabilities, and equity.
  5. Accounts Receivable Aging Summary: Monitor outstanding customer payments and identify potential collection issues.
  6. Accounts Payable Aging Summary: Keep track of your unpaid bills and manage your cash flow more effectively.

These reports, along with the Financial Reports & Sales Overview Dashboard, offer a snapshot of your company’s performance. For example, the Executive Summary provides a high-level overview of your financial position, while the Accounts Receivable Aging Summary helps you track outstanding invoices and manage cash flow.

Exporting Reports from Xero

Xero allows you to export reports in various formats for further analysis or sharing with stakeholders. Here’s how to export a report:

Step 1: Generate the desired report in Xero. Navigate to the Reports section and select the report you want to export.

Step 2: Click on the “Export” button. This is typically located at the top of the report page.

Step 3: Choose your preferred export format. Xero usually offers CSV and XLSX (Excel) formats for most reports.

Step 4: Configure any additional export options. Depending on the report, you may be able to customize the data included in the export.

Step 5: Click “Export” to download the file. The report will be saved to your device in the chosen format.

While Xero’s native export functionality is useful, tools like Coefficient can streamline this process for spreadsheet users. Coefficient allows you to pull Xero data directly into Google Sheets or Excel, enabling real-time updates and more flexible reporting options.

How to Build a Custom Report in Xero

Creating custom reports in Xero allows you to tailor the information to your specific needs. Here’s a step-by-step guide to building a custom report:

Step 1: Navigate to the Reports section in Xero. Click on “Reports” in the main menu.

Step 2: Select “New Report” or “Custom Reports.” Look for an option to create a new custom report.

Step 3: Choose a report type. Xero offers various report types as starting points for customization.

Step 4: Set your report parameters. Define the date range, accounts, and other relevant filters for your report.

Step 5: Select the columns and data you want to include. Customize the layout by adding or removing columns and choosing specific data points.

Step 6: Apply any necessary formulas or calculations. Use Xero’s built-in functions to perform calculations within your report.

Step 7: Format and style your report. Adjust fonts, colors, and other visual elements to improve readability.

Step 8: Save and name your custom report. Give your report a descriptive name for easy future access.

Step 9: Run the report and review the results. Make any final adjustments to ensure the report meets your needs.

Remember that the exact steps may vary slightly depending on your Xero plan and any updates to the platform.

Building Advanced Reports & Dashboards in Xero

While Xero’s native reporting capabilities are robust, creating truly advanced reports and dashboards often requires additional tools or expertise. Here’s how you can take your Xero reporting to the next level:

Step 1: Identify your reporting goals. Determine the key metrics and insights you need to track.

Step 2: Gather data from multiple sources. Combine Xero data with information from other systems for a more comprehensive view.

Step 3: Use Xero Analytics Plus (if available). This add-on provides more advanced reporting features, including cash flow projections and business snapshots.

Step 4: Leverage third-party reporting tools. Consider using specialized tools like Coefficient to create more flexible and dynamic reports.

Step 5: Design your dashboard layout. Organize your key metrics and visualizations in a logical, easy-to-read format.

Step 6: Create custom visualizations. Use charts, graphs, and other visual elements to make your data more digestible.

Step 7: Implement interactivity. Add filters and drill-down capabilities to allow users to explore the data.

Step 8: Set up automated data refreshes. Ensure your dashboard always displays the most up-to-date information.

Step 9: Test and refine your dashboard. Gather feedback from users and make improvements as needed.

While Xero offers some advanced reporting features, tools like Coefficient provide greater flexibility and familiarity, especially for users comfortable with spreadsheet environments. Coefficient allows you to pull Xero data directly into Google Sheets or Excel, enabling you to create highly customized reports and dashboards with real-time data updates.

Automating Xero Reporting

Automation is key to efficient reporting. Here’s how you can automate your Xero reporting process:

  1. Schedule regular reports: Set up Xero to automatically generate and email reports on a recurring basis.
  2. Use Xero’s API: For more advanced automation, leverage Xero’s API to pull data into other systems or custom applications.
  3. Implement third-party automation tools: Platforms like Zapier or Coefficient can help automate data transfers and report generation.
  4. Set up alerts: Configure notifications for key financial events or when certain thresholds are met.
  5. Create report templates: Save time by creating reusable report templates for common reporting needs.

By automating your reporting processes, you can save time, reduce errors, and ensure you always have access to the latest financial insights.

Limitations of Xero Reporting

While Xero offers robust reporting capabilities, it’s important to be aware of its limitations:

  1. Cash flow projections: Detailed cash flow projections for 60 or 90 days are only available in higher-tier pricing plans.
  2. Advanced reporting features: Some advanced reporting tools, like Xero Analytics Plus, require an additional subscription.
  3. Limited customization: While Xero offers some customization options, creating highly specialized reports can be challenging within the native platform.
  4. Lack of smart notifications: Xero doesn’t offer advanced alert systems, such as Slack notifications for specific financial events.
  5. Consolidated reporting challenges: Creating consolidated reports for multiple entities can be time-consuming and complex in Xero.

To overcome these limitations, many businesses turn to specialized reporting platforms like Coefficient. These tools can provide greater flexibility, more advanced features, and easier integration with other business systems.

Free Xero Reporting Dashboards for Accountants and Finance Controllers

To help you get started with advanced Xero reporting, Coefficient offers several pre-built dashboard templates:

#1 Xero Inventory Excel Template

The Xero Inventory Excel Template streamlines your inventory management process. By integrating directly with your Xero account, this template provides real-time visibility into your stock levels, product performance, and inventory trends, all within Excel.

Use Case: Inventory Management and Optimization

This template helps businesses:

  • Monitor current inventory across all products
  • Identify top-selling items and slow-moving stock
  • Set up alerts for when stock reaches reorder levels
  • Manage and track purchase orders efficiently

Metrics Tracked

  • SKU, Size, Colour
  • Original Stock Level
  • Reorder Point
  • Cost Price and Markup
  • Retail Price
  • Total Orders
  • Orders Waiting to be Fulfilled
  • Stock Waiting to be Received
  • Stock on Hand

Get the Xero Inventory Excel Template

#2 Xero3-Year Finance Projections Template

The Xero Finance Projections Template is crucial for businesses aiming to forecast their financial future. This template connects directly to your Xero account, pulling in real-time financial data to create accurate and dynamic financial projections.

Use Case: Financial Forecasting and Planning

This template enables businesses to:

  • Generate detailed financial projections based on historical data
  • Develop multiple financial scenarios to prepare for different outcomes
  • Use projections to inform budget decisions and resource allocation
  • Create professional financial forecasts for stakeholders and potential investors

Metrics Tracked

  • Net Income
  • Changes in Working Capital
  • Depreciation and Amortization
  • Accounts Receivable
  • Accounts Payable
  • Deferred Taxes
  • Cash From Sale Of Capital Assets
  • Cash Paid for Purchase Of Capital Assets
  • Increases in All Other Long-Term Assets

Access the Xero Finance Projections Template

#3 Xero Consolidated Reporting Dashboard

The Xero Consolidated Reporting Dashboard is essential for businesses managing multiple entities or subsidiaries. This dashboard automates the process of consolidating financial data from various Xero organizations, providing a comprehensive view of your overall business performance.

Use Case: Multi-entity Financial Consolidation

This template helps businesses:

  • Automate the process of combining financial data from multiple Xero entities
  • Gain a holistic view of your organization’s financial performance across all entities
  • Reduce errors associated with manual consolidation processes
  • Easily prepare consolidated financial statements for regulatory requirements

Metrics Tracked

  • Gross profit (cash)
  • Open invoices by customer
  • Open invoices amount by customer
  • Overdue invoices by customer
  • Overdue invoices amount by customer
  • Total expenses (cash) by category
  • Paid invoices amount
  • Paid invoices
  • Income (cash) by category

Get Started with the Xero Consolidated Reporting Template

#4 Xero Finance Dashboard

The Xero Finance Dashboard offers a comprehensive visual representation of your business’s financial health. By pulling real-time data directly from Xero, this dashboard provides an at-a-glance overview of key financial metrics, enabling quick and informed decision-making.

Use Case: Financial Performance Monitoring

This dashboard allows businesses to:

  • Track critical financial KPIs in real-time
  • Identify financial trends and patterns through intuitive charts and graphs
  • Easily share financial insights with stakeholders and team members
  • Make data-driven decisions based on up-to-date financial information

Metrics Tracked

  • Income Overview (Total Income, Income by period)
  • Expense Overview (Total Expenses, Expenses by period)
  • Bank Summary (Account balances and received amounts)
  • Profitability (Income, Gross Profit, Net Profit, Other Income, Profit/Loss)
  • Cash Summary (Cash Received, Cash Spent, Cash Surplus/Deficit, Closing Bank Balance)
  • Performance (Gross Profit Margin, Net Profit Margin, Return on Investment)
  • Balance Sheet (Debtors, Creditors, Net Assets)

Explore the Xero Finance Dashboard

Optimize Your Xero Reporting with Live Data

Effective reporting and dashboarding are crucial for making informed business decisions. By leveraging Xero’s built-in features and enhancing them with Coefficient’s advanced capabilities, you can gain deep insights into your financial performance and drive growth.

Ready to take your Xero reporting to the next level? Get started with Coefficient today and discover how easy it can be to create powerful, data-driven reports and dashboards that integrate seamlessly with your Xero data.

7 Best Xero Integrations in 2025: Boost Your Productivity

Xero’s ecosystem is vast. But which integrations truly deliver value? As a finance professional, you need tools that streamline processes and provide actionable insights.

We’ve done the legwork.

Here are the 7 best Xero integrations for 2025, each vetted for their ability to transform your financial workflows.

Why the Right Xero Integrations Matter

Xero is a solid accounting platform, but it really shines when paired with the right add-ons. Good integrations can:

  • Save Time: By automating tedious tasks like data entry and reconciliations, you’ll spend less time on paperwork and more on growing your business. Imagine your invoices, bills, and bank transactions all syncing automatically – that’s the power of smart integrations.
  • Provide Better Insights: Connecting Xero to your other business tools (like your online store or CRM) gives you a clearer picture of your finances. You’ll see how sales impact cash flow in real time, making it easier to spot trends and make informed decisions.
  • Tailor to Your Needs: Every business is different. Integrations let you add features Xero might be missing, whether that’s detailed inventory tracking or industry-specific tax reports. It’s like customizing Xero to fit your business perfectly.

Choosing integrations can be overwhelming, but focus on tools that solve your biggest headaches and align with how you work. The right combo can turn Xero into a financial powerhouse for your business.

Comparison Table of Top Xero Integrations

Integration

Primary Function

Key Feature

Pricing

Best For

Coefficient

Data Integration & Reporting

Real-time data sync from 50+ sources

Free tier available. Paid starts at $49/month

Businesses needing advanced reporting and data integration

Gusto

Payroll Management

Automated tax filings

$40/mo + $6/person

SMBs looking for comprehensive payroll solution

Stripe

Payment Processing

Automatic reconciliation

2.9% + $0.30/transaction

Online businesses with high transaction volumes

Hubdoc

Document Management

Automated data extraction

Included with Xero

Businesses struggling with document organization

Shopify

E-commerce

Automated order-to-invoice

From $29/mo

Online retailers seeking seamless accounting

Fathom

Financial Reporting

Customizable KPI dashboards

From $39/mo

Businesses needing in-depth financial analysis

ApprovalMax

Approval Workflows

Multi-level approval chains

From $36/mo

Organizations with complex approval processes

Now, let’s dive deeper into each integration, exploring how they can transform your financial processes.

1. Coefficient: Supercharge Your Reporting with Live Data

Coefficient is a data integration and reporting tool that connects Xero with 50+ other business systems. It allows real-time syncing of financial data into Excel and Google Sheets, enabling automated, customizable reporting and analysis.

Coefficient eliminates manual data entry and provides up-to-the-minute financial insights for improved decision-making.

Key Features:

  • Builds and refreshes reports using real-time data
  • Pushes spreadsheet data back to source systems
  • Automates report distribution via Slack and email

How it integrates with Xero: Coefficient acts as a bridge between Xero and your spreadsheets. It pulls financial data directly from Xero into Excel or Google Sheets, allowing you to create live, auto-updating reports. This means no more manual data exports or outdated financial snapshots.

Pros:

Cons:

  • Advanced features may require some initial setup time
  • Custom pricing might be a barrier for very small businesses

Pricing:

  • Free Plan: Includes basic features such as data imports for up to 5,000 rows and 10,000 OpenAI API calls
  • Starter Plan: $49 per user per month, with features like daily automatic refreshes and limited bulk write-backs
  • Pro Plan: $99 per user per month, offering unlimited import size, hourly refreshes, and unlimited bulk write-backs
  • Enterprise Plan: Custom pricing based on specific needs

2. Gusto: Simplify Payroll and HR Management

Gusto is a comprehensive payroll and HR management system that integrates seamlessly with Xero. It automates payroll calculations, tax filings, and benefits administration for U.S.-based businesses. Gusto syncs payroll data directly with Xero, creating accurate journal entries without manual intervention.

Key Features:

  • Automates payroll calculations and tax filings
  • Manages benefits administration
  • Provides employee self-service portal
  • Offers time tracking and PTO management

How it integrates with Xero: Gusto automatically syncs payroll data with Xero after each pay run. It creates journal entries for wages, taxes, and deductions, ensuring your books are always up-to-date without manual intervention.

Pros:

  • Simplifies complex payroll processes
  • Ensures tax compliance with automatic filings
  • Improves employee experience with self-service options
  • Reduces payroll processing time significantly

Cons:

  • Primarily focused on U.S. businesses
  • May have more features than necessary for very small teams

Pricing: Starts at $40/month + $6/person.

3. Stripe: Streamline Payment Processing and Reconciliation

Stripe is a payment processing platform that integrates with Xero to automate online payment handling and reconciliation. It accepts various payment methods, automatically creates and matches invoices in Xero, and provides detailed transaction reporting.

Key Features:

  • Processes online payments securely
  • Automatically reconciles transactions in Xero
  • Provides detailed reporting on payment trends
  • Supports multiple currencies and payment methods

How it integrates with Xero: Stripe automatically creates and matches invoices in Xero for each payment received. This means your books are always up-to-date, with minimal manual intervention required.

Pros:

  • Seamless payment processing reduces friction for customers
  • Automatic reconciliation saves hours of manual work
  • Detailed reporting provides valuable insights into cash flow
  • Supports global transactions with multiple currency options

Cons:

  • Transaction fees can add up for high-volume, low-value transactions
  • Advanced features may require some technical setup

Pricing: 2.9% + $0.30 per transaction for most online card payments. While this can seem high, the time saved on reconciliation often offsets the cost.

4. Hubdoc: Automate Document Collection and Data Entry

Hubdoc is a document collection and data extraction tool designed to work with Xero. It automatically fetches bills and receipts from hundreds of vendors, extracts key data using OCR technology, and pushes this information directly into Xero.

Hubdoc simplifies document organization, reduces manual data entry, and aids in audit preparation.

Key Features:

  • Automatically fetches bills and receipts from over 700 vendors
  • Extracts key data using OCR technology
  • Provides secure document storage and organization
  • Syncs data and documents directly to Xero

How it integrates with Xero: Hubdoc pushes documents and their extracted data directly into Xero, creating transactions and attaching source documents automatically. This ensures your books are always up-to-date and audit-ready.

Pros:

  • Drastically reduces manual data entry time
  • Improves accuracy of financial records
  • Simplifies document storage and retrieval for audits
  • Enhances expense tracking and reporting

Cons:

  • May require initial setup time to connect all relevant accounts
  • Some users report occasional issues with data extraction accuracy

Pricing: Included with Xero subscriptions, providing excellent value for Xero users.

5. Shopify: Seamless E-commerce Accounting

Shopify is an e-commerce platform that offers seamless integration with Xero for online retailers. It automatically syncs orders, payments, refunds, and inventory data with Xero, creating matching transactions for easy reconciliation.

This integration eliminates manual data entry for online sales and provides real-time visibility into store performance.

Key Features:

  • Syncs orders, payments, and refunds automatically
  • Creates and matches invoices in Xero
  • Tracks inventory levels across platforms
  • Provides detailed sales tax reporting

How it integrates with Xero: Shopify automatically sends sales data, fees, and payouts to Xero, creating matching transactions for easy reconciliation. This ensures your financial records always reflect your latest sales data.

Pros:

  • Eliminates manual data entry for online sales
  • Improves accuracy of financial records
  • Simplifies tax compliance with detailed reporting
  • Provides real-time visibility into online store performance

Cons:

  • Can be complex to set up for stores with many product variations
  • May require additional apps for very specific needs

Pricing: Shopify plans start at $29/month. The Xero integration itself is free, providing excellent value for e-commerce businesses.

6. Fathom: Advanced Financial Reporting and Analysis

Fathom is a financial reporting and analysis tool that enhances Xero’s native capabilities. It pulls data directly from Xero to create customizable, visually appealing reports and dashboards.

Fathom offers in-depth financial analysis, benchmarking, and forecasting features, allowing businesses to gain deeper insights from their Xero data.

Key Features:

  • Creates customizable, visually appealing reports
  • Offers in-depth financial analysis and forecasting
  • Provides benchmarking capabilities
  • Allows for consolidation of multiple Xero companies

How it integrates with Xero: Fathom pulls data directly from Xero, allowing for real-time reporting and analysis. This means your reports are always up-to-date, reflecting the latest data in Xero.

Pros:

  • Produces professional-quality reports quickly
  • Offers deeper insights than Xero’s native reporting
  • Simplifies group reporting for multiple entities
  • Improves decision-making with clear financial visualizations

Cons:

  • Learning curve for advanced features
  • May be more than needed for very small businesses

Pricing: Starts at $39/month, with plans varying based on the number of companies and users.

7. ApprovalMax: Streamline Approval Workflows

ApprovalMax is an approval automation tool that integrates with Xero to enhance financial control and governance. It allows businesses to create customizable, multi-step approval workflows for bills and purchase orders before they enter Xero.

ApprovalMax provides a detailed audit trail and helps organizations reduce approval bottlenecks while improving spending visibility.

Key Features:

  • Creates customizable approval workflows
  • Integrates with bills and purchase orders in Xero
  • Provides a clear audit trail for all approvals
  • Offers mobile app for on-the-go approvals

How it integrates with Xero: ApprovalMax sits between the document capture stage and Xero, ensuring all documents go through proper approval before entering Xero. This adds a crucial layer of control to your financial processes.

Pros:

  • Reduces approval bottlenecks significantly
  • Enhances financial compliance and control
  • Improves visibility into spending patterns
  • Allows for complex, multi-level approval workflows

Cons:

  • May be unnecessary for very small teams or simple approval processes
  • Some users report a learning curve in initial setup

Pricing: Starts at $36/month, with plans varying based on the number of approvers and documents.

Transform Your Financial Processes with the Right Integrations

The right Xero add-ons can significantly improve financial processes, making them faster and more insightful. Coefficient connects Xero with various business systems, offering real-time data and improved reporting.

When choosing integrations, consider specific business needs and take advantage of free trials. The right tools can streamline processes and provide a fresh perspective on financial management.

Ready to take your Xero experience to the next level?

Try Coefficient today and experience the power of seamless data integration and real-time financial insights.

How to Connect Xero to Excel

Coefficient’s Xero connector is by-request only at the moment as we finish up the marketplace approval process with Xero. If you’d like early access to our Xero connector, please reach to sales@coefficient.io.

Xero is a leading cloud-based accounting software that enables businesses to manage their financial data, including invoices, quotes, purchase orders, bank transactions, and more.

By connecting Xero to Excel using Coefficient, you can seamlessly import your financial data into a spreadsheet for in-depth analysis and reporting. This tutorial will walk you through the steps of setting up the integration and fetching your Xero data into Excel.

Prefer to watch? Check out our video tutorial below for a step-by-step guide.

Advantages of Using Excel to Analyze Xero Data

  1. Familiar interface: Excel provides a well-known interface for financial data analysis, making it easy for users to navigate and work with Xero data.
  2. Powerful analysis tools: Excel offers a wide range of built-in functions, formulas, and pivot tables to help you analyze and visualize your financial data.
  3. Flexible reporting: Create custom financial reports and dashboards in Excel to share insights with stakeholders and make data-driven decisions.

How to Install Coefficient in Excel

Before we get started, you’ll need to install Coefficient in Excel. Don’t worry, it’s a fast and straightforward process that you only need to do once. Follow these simple steps to get started:

Open Excel from your desktop or in Office Online.

A new Microsoft Excel spreadsheet open on a desktop.

Navigate to the ‘File’ menu and select ‘Get Add-ins.’

  • Click on ‘More Add-ins’ to access the available add-ins.
  • Image8The Microsoft Office Add-ins Store with a search for Coefficient and the first result highlighted.

Type ‘Coefficient’ in the search bar and click ‘Add.’

    The Coefficient authorization prompt with the Allow button highlighted in Excel.

A pop-up window will appear, guiding you through the installation process. Follow the prompts to complete the setup.

    a screenshot of a computer screen with the settings highlighted

Once installed, you will see a ‘Coefficient’ tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

The Excel menu with Coefficient now listed under My Add-ins.

Connecting Xero to Excel Using Coefficient

With Coefficient installed, you’re now ready to import your ClickUp data into Excel

Step 1: Add Xero as a data source in Coefficient

In the Coefficient sidebar, click â€˜Import From.’

Select “Xero” from the list of available data sources.

The Coefficient sidebar open in an Excel spreadsheet.

Step 2: Log in to your Xero account

Enter your Xero credentials and click ‘Login.’

he Import from button in the Coefficient sidebar in Excel.

Step 3: Choose an organization to connect

Select one or more of the available organizations to connect to Coefficient.

The Xero option in the list of data sources in the Coefficient sidebar for Excel.

Click “Continue” to proceed with the selected organization(s).

The Xero login screen with demo credentials entered in Excel.

Step 4: Select an endpoint to fetch data from

Choose an endpoint from the available options, such as Invoices, Contacts, or Users.

The list of available Xero endpoints in the Coefficient sidebar for Excel.

For this example, select “Get Invoices” to fetch invoice data from Xero.

The Invoices endpoint selected in the Coefficient sidebar for Xero in Excel.

Step 5: Configure the data import

Enter the Tenant ID (organization ID) for the selected Xero organization.

 The Tenant ID field populated for the selected Xero organization in Coefficient for Excel.

Optionally, select additional fields to include in the data import.

The optional fields available for the Xero Invoices endpoint in Coefficient for Excel.

Click “Import” to fetch the invoice data into your spreadsheet.

The Import button in the Coefficient sidebar for Xero Invoices in Excel.

Tips and Tricks: Analyzing Xero Data in Excel

  • Create Interactive Dashboards: Utilize Excel’s powerful charting and formatting capabilities or Coefficient’s pre-built templates to create interactive dashboards that provide a clear overview of your Xero financial data.
  • Ensure Data Freshness: Set up automatic data refreshes with Coefficient to keep your Xero data in Excel always up-to-date, providing a reliable foundation for your analyses and reports.
  • Get Timely Notifications: Use Coefficient to configure alert notifications sent to Slack or email when specific conditions are met, such as when an invoice becomes overdue or a customer’s balance exceeds a certain threshold, helping you stay informed of critical financial updates without constantly monitoring your spreadsheets.

Streamline Your Xero Data Analysis with Coefficient and Excel

Connecting Xero to Excel using Coefficient simplifies the process of importing and analyzing your financial data.

By following this tutorial, you can easily fetch your Xero accounting data into an Excel spreadsheet and leverage the powerful analysis tools available in Excel to uncover valuable insights into your business’s financial performance.

Start using Coefficient today to enhance your Xero data analysis workflow.

How to Connect Xero to Google Sheets

Coefficient’s Xero connector is by-request only at the moment as we finish up the marketplace approval process with Xero. If you’d like early access to our Xero connector, please reach to sales@coefficient.io.

Xero is a powerful cloud-based accounting software that helps businesses manage their invoices, quotes, purchase orders, bank transactions, and more.

By connecting Xero to Google Sheets using Coefficient, you can easily import your financial data into a spreadsheet for further analysis and reporting. This tutorial will guide you through the process of setting up the integration and fetching your Xero data into Google Sheets.

Prefer to watch? Check out our video tutorial below for a step-by-step guide.

Advantages of Using Google Sheets to Analyze Xero Data

  1. Centralized financial data: Consolidate your Xero accounting data in one place, making it easier to access and analyze your financial information.
  2. Customizable reporting: Create custom reports and dashboards in Google Sheets to gain insights into your business’s financial performance.
  3. Collaborative analysis: Share your Xero data with team members and collaborate on financial analysis and decision-making in real time.

How to Install Coefficient in Google Sheets

Open a new Google Sheets spreadsheet.

A new spreadsheet open on a desktop.

Click on “Extensions” in the top menu, then “Add-ons” > “Get add-ons.”

Clicking on "Extensions" in the top menu, then "Add-ons" > "Get add-ons."

In the Google Workspace Marketplace, search for “Coefficient” and select the first app that appears.

Grant Coefficient access to your Google Account by clicking “Allow” when prompted.

The Google Workspace Marketplace with Coefficient searched and the first result highlighted

Coefficient will now appear in the extension menu of Google Sheets.

The Coefficient authorization prompt with the Allow button highlighted.

Click “Launch” to open Coefficient in the right sidebar of your spreadsheet.

coefficient-google-sheets-extension-menu-xero

Step-by-Step Tutorial: Connecting Xero to Google Sheets Using Coefficient

Step 1: Add Xero as a data source in Coefficient

In the Coefficient sidebar, click on “Import from.

he Coefficient sidebar open in a Google Sheets spreadsheet.

Select “Xero” from the list of available data sources.

The Xero option in the list of data sources in Coefficient.

Step 2: Log in to your Xero account

Enter your Xero credentials and click “Login.”

 login screen with credentials entered.

Step 3: Choose an organization to connect

Select one or more of the available organizations to connect to Coefficient.

The list of Xero organizations to connect in Coefficient.

Click “Continue” to proceed with the selected organization(s).

The Continue button highlighted after selecting a Xero organization in Coefficient.

Step 4: Select an endpoint to fetch data from

Choose an endpoint from the available options, such as Invoices, Contacts, or Users.

The list of available Xero endpoints in the Coefficient sidebar.

For this example, select “Get Invoices” to fetch invoice data from Xero.

The Invoices endpoint selected in the Coefficient sidebar for Xero.

Step 5: Configure the data import

Enter the Tenant ID (organization ID) for the selected Xero organization.

The Tenant ID field populated for the selected Xero organization in Coefficient.

Optionally, select additional fields to include in the data import.

 The optional fields available for the Xero Invoices endpoint in Coefficient

Click “Import” to fetch the invoice data into Google Sheets spreadsheet.

The Import button in the Coefficient sidebar for Xero Invoices.

Tips and Tricks: Analyzing Xero Data in Google Sheets

  • Create Interactive Dashboards: Utilize Excel’s powerful charting and formatting capabilities or Coefficient’s pre-built templates to create interactive dashboards that provide a clear overview of your Xero financial data.
  • Ensure Data Freshness: Set up automatic data refreshes with Coefficient to keep your Xero data in Excel always up-to-date, providing a reliable foundation for your analyses and reports.
  • Get Timely Notifications: Use Coefficient to configure alert notifications sent to Slack or email when specific conditions are met, such as when an invoice becomes overdue or a customer’s balance exceeds a certain threshold, helping you stay informed of critical financial updates without constantly monitoring your spreadsheets.
  • Free pre-built report templates: Sync your live Xero data into these reports. Templates include a Xero Finance Dashboard, a consolidated cashflow report, and Xero finance projections template.

Streamline Your Xero Data Analysis with Coefficient and Google Sheets

Connecting Xero to Google Sheets using Coefficient streamlines the process of importing and analyzing your financial data.

By following this tutorial, you can easily fetch your Xero accounting data into a Google Sheets spreadsheet and take advantage of the powerful analysis tools available in Google Sheets to gain valuable insights into your business’s financial performance.

Start using Coefficient today to supercharge your Xero data analysis workflow.

Best 5 Xero Reporting Tools in 2025: Supercharge Your Financial Insights

Xero’s built-in reporting capabilities are solid. But for many businesses, they’re just the starting point. Third-party Xero reporting tools take your financial analysis to the next level. They offer deeper insights, more customization, and advanced features that can transform your decision-making process.

Let’s dive into the top 5 Xero reporting tools for 2025. We’ll explore their strengths, weaknesses, and how they can elevate your financial reporting game.

Feature Comparison Table of Top Xero Reporting Tools

Feature

Coefficient

Xero Analytics Plus

Spotlight Reporting

Fathom

Calxa

Row Limits / Export Limits

Up to 5,000 rows for free and starter plans. Unlimited for Pro and Enterprise.

Unlimited

Unlimited

Unlimited

Unlimited

Data Sources

50+ business systems

Xero accounting data

Xero, MYOB, QuickBooks, and 30+ other sources

QuickBooks, Xero, MYOB, and 5000+ via Zapier

Xero, MYOB, QuickBooks, Excel, and 10+ others

Builder License Cost

Free tier available. Paid starts at $49/month

Included with Xero plans (Starting at $33/month)

Starts at $329/month for Small plan

Starts at $55/month for Lite plan

Starts at $54/month for Express plan

Viewer License Cost

Included

Included in main license

$50/month per additional user

Included in main license (up to 3 users in standard plans)

$10/month per additional user

AI Functionality

AI-powered tools for connecting data, building reports, and analysis

AI-powered insights and anomaly detection

AI-assisted reporting and forecasting

AI-powered insights and suggestions

AI-assisted cashflow forecasting

Refresh Frequency

Real-time

Daily

Daily (hourly available on higher plans)

Daily

Daily (hourly available on higher plans)

Alerts

Yes, via Slack and email

Basic alerts via email

Customizable alerts via email and in-app

Customizable alerts via email and in-app

Basic alerts via email

Security

Enterprise-grade security and access controls, likely SOC 2 compliant

SOC 2 compliant, two-factor authentication

SOC 2 compliant, role-based access control

SOC 2 compliant, role-based access control

Role-based access control, data encryption

This table gives you a quick overview. But let’s dig deeper. Each tool has its unique strengths and potential drawbacks.

1. Coefficient

Coefficient stands out as the most versatile and powerful Xero reporting tool. It seamlessly integrates with Xero and 50+ other business systems, allowing you to create comprehensive reports that blend data from multiple sources. Real-time data syncing ensures your reports are always up-to-date, crucial for fast-paced financial decision-making.

Pros

Cons

  • May have a steeper learning curve for non-technical users
  • More features than some small businesses might need

Pricing

  • Free Plan: Includes basic features such as data imports for up to 5,000 rows and 10,000 OpenAI API calls
  • Starter Plan: $49 per user per month, with features like daily automatic refreshes and limited bulk write-backs
  • Pro Plan: $99 per user per month, offering unlimited import size, hourly refreshes, and unlimited bulk write-backs
  • Enterprise Plan: Custom pricing based on specific needs

What do users say about Coefficient?

I used to spend an hour updating sheets so that others had access to real time data and with Coefficient it does it all on it’s own even several times a day if I need. Saves me so much time to focus on real issues instead of manually updating sheets.

Makes it incredibly easy to share data across the org and since the query is visible it is always clear what the source of truth is. It limits breakage and enables fast automation of regular analyses.

Customer Support

  • Email support and chat for all users
  • Knowledge base with comprehensive documentation and tutorials
  • Dedicated account managers, Slack for enterprise clients

2. Xero Analytics Plus

Xero Analytics Plus is the native advanced reporting solution for Xero users. It offers enhanced cash flow forecasting and business snapshot features, making it a solid choice for businesses already deeply integrated with Xero.

Pros

  • Seamless integration with Xero
  • User-friendly interface
  • No additional software to learn
  • Short-term cash flow forecasting

Cons

  • Limited to Xero data only
  • Fewer customization options compared to third-party tools
  • 2,000 row limit may be restrictive for larger businesses

Pricing

Included with Xero Premium plans or as an add-on for $10/month

What do users say about Xero Analytics Plus?

“Xero Analytics Plus provides valuable insights into our business performance, but the interface can be a bit overwhelming for new users. It takes some time to get used to the various features and customization options.”

Quote: “The cash flow forecasting in Xero Analytics Plus has been a game-changer for our business. We can now anticipate potential cash flow issues and make informed decisions to ensure our financial stability.”

Customer Support

Support is provided through Xero’s standard channels, including email and an extensive knowledge base.

3. Spotlight Reporting

Spotlight Reporting offers a range of reporting options, from simple dashboards to complex three-way forecasts. It’s known for its visually appealing reports and customization options.

Pros

  • Visually striking reports
  • Customizable templates
  • Multi-entity consolidation
  • Scenario planning features

Cons

  • Higher price point
  • Can be complex for new users
  • Limited to 10,000 rows

Pricing

  • Builder License: $350/month
  • Viewer License: $50/month

What do users say about Spotlight Reporting?

“The software is quite complex and can be overwhelming for new users. It takes some time to learn how to use all the features and create custom reports. Additionally, the pricing can be expensive for small businesses.”

  • Source: G2

Spotlight Reporting is easy to use and has helped us to provide our clients with valuable insights into their businesses. The reports are visually appealing and easy to understand, and the forecasting feature is invaluable for helping our clients plan for the future.”

  • Source: G2

Customer Support

Spotlight offers email support and a rich library of resources, including webinars and tutorial videos.

4. Fathom

Fathom focuses on providing clear, actionable insights through its reporting and analysis tools. It’s particularly strong in KPI tracking and benchmarking.

Pros

  • Intuitive KPI tracking
  • Benchmarking capabilities
  • Clean, professional report designs
  • Good balance of features and usability

Cons

  • 5,000 row limit
  • Fewer integration options compared to Coefficient
  • Limited customization for more complex reporting needs

Pricing

  • Builder License: $55/month
  • Viewer License: $40/month

What do users say about Fathom?

“Fathom has allowed me to provide so much more value to my clients. I am able to generate reports so much faster, and present them in a way that is easy for my clients to understand. This allows me to spend more time actually consulting with my clients, rather than spending hours putting together reports.”

“Some of the features are not as intuitive as I would like, and it takes some time to figure out how to use them. Additionally, the pricing can be a bit high for smaller businesses.”

Customer Support

Fathom provides email support and offers a comprehensive knowledge base for users.

5. Calxa

Calxa specializes in budgeting and cashflow forecasting, making it a good choice for businesses focused on financial planning and projections.

Pros

  • Strong budgeting and forecasting features
  • Supports multiple entities
  • Suitable for non-profit organizations
  • Free viewer licenses

Cons

  • 3,000 row limit
  • Less focus on general reporting compared to other tools
  • User interface can be less intuitive

Pricing

  • Builder License: $159/month
  • Viewer License: Free

What do users say about Calxa?

“Calxa has been a lifesaver for our non-profit organization. It has simplified our budgeting and reporting processes, allowing us to easily track our financial performance and make informed decisions. The customer support is also excellent, always quick to respond and provide helpful assistance.”

“Calxa is a powerful tool, but it can be overwhelming for beginners. The initial setup and configuration can be time-consuming, and the sheer number of features and options can be intimidating. However, once you get the hang of it,
it’s definitely worth the effort.”

Customer Support

Calxa offers email support and provides a range of tutorial videos and documentation.

Choosing the Right Reporting Tool for Your Business

Reporting tools can significantly enhance Xero’s capabilities, offering deeper insights and streamlined processes. Coefficient’s wide range of integrations and real-time data syncing make it a versatile option for comprehensive reporting.

When selecting a tool, consider your specific reporting needs, data sources, and budget. Many options offer free trials, allowing you to test their features firsthand. The right reporting tool can transform financial data into valuable insights, supporting better business decisions.

Ready to take your Xero reporting to the next level? Get started with Coefficient today and transform your financial data into actionable insights.

How to Connect Xero to HubSpot? Top Methods and Tutorials

Need to connect Xero to HubSpot? You’re in the right place.

By linking Xero and HubSpot, you’ll sync financial data with customer information, enabling faster invoicing and more accurate sales forecasts.

This guide covers three proven methods to integrate these platforms, from simple native connections to powerful custom solutions. We’ll walk you through each option, helping you choose the best fit for your needs.

Let’s dive in!

Advantages of Connecting Xero to HubSpot

Before we dive into the how-to, let’s explore why integrating Xero with HubSpot is essential for your business:

  1. Accelerated Invoice-to-Cash Cycle: Reduce days sales outstanding by personalizing payment reminders based on customer data. Get paid faster, improving cash flow and financial stability.
  2. More Accurate Revenue Forecasting: Create precise revenue projections by combining financial data with sales pipeline information. Make confident decisions on investments and communicate financial outlook more effectively.
  3. Streamlined Financial Reporting: Eliminate hours of manual data entry and reconciliation each week. Gain a comprehensive view of business performance by blending financial metrics with customer acquisition costs and lifetime value data.

Top 3 Methods to Connect Xero to HubSpot

Let’s explore the three best ways to integrate Xero with HubSpot, each catering to different needs and levels of complexity:

let’s create a 2×3 table for the “Best For” section:

SolutionBest For
CoefficientNon-technical users who want to sync Xero financial data with HubSpot CRM data in spreadsheets for custom reporting and analysis.
Native IntegrationSmall to medium-sized businesses looking for a straightforward, out-of-the-box solution to connect Xero and HubSpot without extensive customization.
ZapierUsers who need to automate specific workflows between Xero and HubSpot, such as creating contacts in HubSpot when new invoices are added in Xero.

#1 Coefficient: The Powerful Data Integration Solution

a screenshot of coefficients homescreen

Coefficient syncs live data from various business systems, like Xero, directly into Excel and Google Sheets. For Xero users, this means you can build real-time financial reports, automate data updates, and streamline your accounting workflows without leaving your spreadsheet.

Step-by-step walkthrough:

Step 1. Install Coefficient for your spreadsheet of choice

For Google Sheets

  • Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.
  • In the Google Workspace Marketplace, search for “Coefficient.”
  • Follow the prompts to grant necessary permissions.
  • Launch Coefficient from Extensions > Coefficient > Launch.
  • Coefficient will open on the right-hand side of your spreadsheet.
 Installing Coefficient for Google Sheets

For Microsoft Excel

  • Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
  • Type “Coefficient” in the search bar and click ‘Add.’
  • Follow the prompts in the pop-up to complete the installation.
  • Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.
 Installing Coefficient for Excel

Step 2. Import Xero Data into Your Spreadsheet

In the Coefficient sidebar, click â€˜Import From.’  Select “Xero” from the list of available data sources.

Selecting Xero import

Enter your Xero demo credentials and click ‘Login.’

Entering Xero demo credentials

Select one or more of the available organizations to connect to Coefficient. Click “Continue” to proceed with the selected organization(s).

Selecting Xero organizations

Choose an endpoint from the available options, such as Invoices, Contacts, or Users.

Continuing with selected organization

For this example, select “Get Invoices” to fetch invoice data from Xero.

Choosing endpoint option

Enter the Tenant ID (organization ID) for the selected Xero organization.

Selecting Get Invoices

Optionally, select additional fields to include in the data import.

Entering Tenant ID

Click “Import” to fetch the invoice data into your spreadsheet.

Selecting additional fields

Step 3. Export Data from Your Spreadsheet to HubSpot

Before starting, make sure you’ve connected to HubSpot.

Then, navigate to Coefficient’s menu >Click “Export to…”

 Importing invoice data

Select HubSpot.

Connecting to HubSpot

Select the tab and header row in your spreadsheet. The header row should contain the HubSpot field headers.

Selecting spreadsheet tab

Choose the HubSpot property you are exporting the data to.

Choosing HubSpot property

Then, select the action you want to perform (Update, Insert, or Delete).

Setting export action

Map the fields in your spreadsheet to the corresponding HubSpot fields. If your data came from a HubSpot import using Coefficient, the fields will be automatically mapped. Otherwise, you will need to map them manually.

Mapping fields to HubSpot

Configure any advanced settings such as the column for results. Coefficient will write back information to your spreadsheet related to the update, including the HubSpot record ID, status of the export, and timestamp.

Configuring advanced settings

Review your settings and click “Export”.

Reviewing export settings

Select the rows in your sheet that you want to export to HubSpot. You can update a single row or all rows in your sheet.

Selecting rows for export

Coefficient will confirm the rows that have been updated in your HubSpot instance. The records will have the record ID, result status, and timestamp of the update.

Confirming updated rows

Pros and Cons of Coefficeint

  • Pros:
    • Consolidate financial data from multiple systems into Excel and Google Sheets
    • Create real-time dashboards for cash flow monitoring and forecasting
    • Automate financial reporting and data refreshes, reducing manual work
  • Cons:
    • Some advanced features, such as scheduled automations, are only available on paid plans. However, Coefficient’s pricing is still very competitive compared to other solutions.

#2 Native HubSpot-Xero Integration

Native HubSpot-Xero integration

For those looking for a straightforward, basic integration, the native HubSpot-Xero integration is a good starting point.

Step-by-step guide to setting up the native integration:

  1. Log in to your HubSpot account and navigate to the App Marketplace.
  2. Search for “Xero” and select the official Xero integration.
  3. Click “Install app” and follow the prompts to connect your Xero account.
  4. Grant the necessary permissions for data sharing between HubSpot and Xero.
  5. Configure the basic sync settings for contacts and invoices.

Pros:

  • Easy setup process
  • Basic functionality included at no additional cost
  • Official support from both HubSpot and Xero

Cons:

  • Limited customization options
  • Basic data syncing only, lacking advanced features

#3 Zapier for Custom Xero-HubSpot Workflows

Zapier custom Xero-HubSpot workflows

Zapier is an excellent option for creating custom automation workflows between Xero and HubSpot.

Steps to create Zaps for Xero and HubSpot integration:

  1. Sign up for a Zapier account at zapier.com.
  2. Create a new Zap and select Xero as the trigger app.
Creating new Zap
  1. Choose a trigger event (e.g., “New Invoice Created”).
  2. Connect your Xero account to Zapier.
  3. Select HubSpot as the action app and choose an action (e.g., “Create or Update Contact”).
 Selecting HubSpot action
  1. Connect your HubSpot account to Zapier.
  2. Map the fields between Xero and HubSpot.
  3. Test your Zap and activate it.

Pros:

  • Highly customizable automation options
  • Wide range of possible integrations beyond just Xero and HubSpot
  • No coding required for basic automations

Cons:

  • Automations can break for complex workflows
  • Xero is only available for premium plans

Xero to HubSpot? Do it in Seconds with Coefficient

Connecting Xero to HubSpot is a powerful way to streamline your revenue operations, improve forecasting accuracy, and gain a comprehensive view of your customers. While the native integration and Zapier offer viable options for basic needs, Coefficient stands out as the superior choice for revenue operations professionals seeking advanced data integration, analysis, and reporting capabilities.

By choosing the right integration method and following best practices, you can unlock the full potential of your financial and customer data, driving growth and efficiency across your organization.

Ready to take your Xero-HubSpot integration to the next level? Try Coefficient today and experience the power of advanced data integration for your revenue operations.

How to Connect Xero to Snowflake

In today’s data-driven business landscape, integrating financial data from Xero with a powerful data warehousing solution like Snowflake can unlock valuable insights and streamline reporting. This guide will walk you through the advantages of connecting Xero to Snowflake and provide step-by-step instructions for three methods to achieve this integration.

Advantages of Connecting Xero to Snowflake

Integrating Xero with Snowflake offers several key benefits:

  • Real-Time Cash Flow Visibility: Sync invoice statuses and payment data from Xero to Salesforce, allowing sales reps to see real-time cash flow impacts of their deals. This empowers them to prioritize collections or adjust payment terms for at-risk accounts, improving overall financial health.
  • Automated Quote-to-Cash Process: By connecting Salesforce opportunities to Xero invoices, you can automate the entire quote-to-cash cycle. This reduces processing time, minimizes errors, and accelerates revenue recognition, particularly beneficial for businesses with complex pricing or high transaction volumes.
  • Data-Driven Sales Forecasting: Combine historical sales data from Salesforce with actual financial performance from Xero to create more accurate sales forecasts. This integration allows you to factor in seasonality, payment patterns, and customer profitability, leading to more realistic projections and better resource allocation.

Connecting Xero and Snowflake: 3 Methods

There are several methods to connect Xero and Snowflake, each with their own advantages and use cases. Here’s a high-level comparison:

SolutionBest For
CoefficientSmall to medium-sized businesses with limited IT resources but a strong need for data analysis. Ideal for finance teams or sales operations who frequently work in spreadsheets and need to combine Xero financial data with Salesforce CRM data for custom reporting.
ZapierMarketing and sales teams in organizations with diverse software ecosystems beyond just Xero and Salesforce. Best for companies that need to create multi-step workflows involving additional apps (e.g., triggering a Slack notification when a high-value invoice is paid in Xero and updating the corresponding Salesforce opportunity).
Dataloader.ioEnterprise-level organizations or those dealing with high data volumes and complex data structures. Optimal for IT teams or data administrators who need granular control over large-scale data migrations or regular bulk updates between Xero and Salesforce.

Let’s dive into each method in more detail, including step-by-step setup guides.

Method 1: Coefficient – No-Code, User-Friendly

a screenshot of the coefficient.io homepage

Coefficient is an analytics and automation platform that allows you to easily connect data sources like Xero to destinations like Snowflake without any coding required. It’s an excellent choice for quick integration setup.

Features:

  • Intuitive, no-code interface: Simplifies the setup process for users without technical expertise.
  • Automated data syncs in real-time: Keeps your Snowflake data up-to-date with the latest from Xero.
  • Ability to define custom data workflows: Allows for flexible data management tailored to your needs.
  • Affordable pricing plans for businesses of all sizes: Makes it accessible to small and medium-sized businesses.

Pros:

  • Simple setup process with no technical skills needed: Enables quick and easy integration.
  • Real-time data sync keeps Snowflake always up-to-date: Ensures you have the latest data for analysis.
  • Customizable automation fits your unique data needs: Offers flexibility in data management.

Cons:

  • Less flexibility compared to code-based solutions: Limited customization for complex data transformations.
  • Some advanced features limited to higher-tier plans: Full functionality requires a premium subscription.

How to Connect Xero to Snowflake with Coefficient

Step 1: Install the Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

Going to Add-ons > Get add-ons in the Extensions tab of Google Sheets.

In the Google Workspace Marketplace, search for “Coefficient.”

Typing “Coefficient” in the search bar of the Google Workspace Marketplace.

Follow the prompts to grant necessary permissions.

Providing necessary permissions for Coefficient in Google Sheets.

Launch Coefficient from Extensions > Coefficient > Launch.

Launching Coefficient from Extensions > Coefficient > Launch in Google Sheets.

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient appearing on the right-hand side of the Google Sheets.

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Choosing ‘More Add-Ins’ from the ‘Get Add-ins’ menu in Excel.

Type “Coefficient” in the search bar and click ‘Add.’

Searching for “Coefficient” in the search bar and clicking ‘Add’ in the Excel add-ins menu.

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Clicking ‘Open Sidebar’ to activate Coefficient from the Excel navigation bar.

Step 2. Import Xero Data into Your Spreadsheet

In the Coefficient sidebar, click â€˜Import From.’

Select “Xero” from the list of available data sources.

Selecting “Xero” from the list of available data sources in Coefficient.

Enter your Xero demo credentials and click ‘Login.’

Entering your Xero demo credentials and clicking ‘Login.’

Select one or more of the available organizations to connect to Coefficient.

Selecting one or more of the available organizations to connect to Coefficient.

Click “Continue” to proceed with the selected organization(s).

Clicking “Continue” to proceed with the selected organization(s).

Choose an endpoint from the available options, such as Invoices, Contacts, or Users.

Choosing an endpoint from the available options, such as Invoices, Contacts, or Users.

For this example, select “Get Invoices” to fetch invoice data from Xero.

Selecting “Get Invoices” to fetch invoice data from Xero.

Enter the Tenant ID (organization ID) for the selected Xero organization.

Entering the Tenant ID (organization ID) for the selected Xero organization.

Optionally, select additional fields to include in the data import.

Optionally selecting additional fields to include in the data import.

Click “Import” to fetch the invoice data into your spreadsheet.

Clicking “Import” to fetch the invoice data into your spreadsheet.

Step 3. Export Data Snowflake

Before starting, make sure you’ve connected to Snowflake.

https://www.youtube.com/watch?v=Zjym92WHgLM

Then, navigate to Coefficient’s menu. Click “Export to…”

Clicking “Export to…” in the Coefficient menu.

Choose Snowflake from the list of available data sources.

Selecting the tab and header rows in your spreadsheet that contain the data you want to export.

Select the tab and header rows in your spreadsheet that contains the data you want to export.

Selecting the type of action you want to perform—Update, Insert, Upsert, or Delete.

Click “Next” to continue.

Select the table in your Snowflake database that you want to update. Then, select the type of action you want to perform—Update, Insert, Upsert, or Delete.

Mapping the fields from your spreadsheet to the corresponding Snowflake fields.

Map the fields from your spreadsheet to the corresponding Snowflake fields.

 Specifying additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Note: Primary Keys (ID fields) are required for Update and Delete actions. For Insert actions, the Primary Key field can be set to auto populate if it’s configured in Snowflake.

Specify additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Confirming your settings and clicking “Export” to proceed.

Confirm your settings.

Highlighting the rows you want to update or export. You can choose to export all rows or specific rows.

Then, highlight the rows you want to update or export. You can choose to export all rows or specific rows.

Following the prompts to confirm your changes.

After you’re finished, review your settings and click “Export.”

Follow the prompts to confirm your changes.

Data from your spreadsheet pushing to Salesforce in a few seconds.

In a few seconds, data from your spreadsheet will push to Salesforce.

Screenshot 2023-12-20 at 8.26.03 PM.png

Review your settings and click “Export” to push your data from the spreadsheet to Snowflake.

Coefficient will then update the records in Snowflake, displaying the status, record ID, and timestamp of the updates in your spreadsheet.

Method 2: Hevo Data

Hevo Data is a fully managed, no-code data pipeline platform.

Hevo Data is a fully managed, no-code data pipeline platform. It enables automated, real-time data replication from 150+ sources including Xero to destinations like Snowflake, without the need for any coding.

Features:

  • Fully automated, codeless data pipelines: Eliminates the need for manual data handling and maintenance.
  • Real-time data replication from source to destination: Ensures your data is always current.
  • Pre-built integrations with 150+ data sources: Provides extensive connectivity options.
  • Automatic schema mapping and evolution: Handles changes in data structure seamlessly.
  • Secure and compliant with enterprise-grade security: Ensures data integrity and compliance with regulations.

Pros:

  • Completely automated pipeline, no coding or maintenance needed: Simplifies the data integration process.
  • Supports a wide variety of data sources out-of-the-box: Offers flexibility and connectivity.
  • Handles schema changes seamlessly: Adapts to changes in data structure without manual intervention.
  • Robust security and compliance features: Ensures data protection and regulatory compliance.

Cons:

  • Higher pricing compared to some alternatives: May be a consideration for small businesses.
  • Initial setup and data mapping can take some time: Requires careful configuration to ensure accuracy.

How to Connect Xero to Snowflake with Hevo

Step 1. Create a Hevo Account:

  • Go to the Hevo website and sign up for an account.
  • Log in to the Hevo dashboard.

Step 2. Add Xero as a Data Source:

  • Click on “Add Pipeline” and select Xero as the data source.
  • Provide your Xero account credentials and grant Hevo access.

Step 3. Configure Data Ingestion Settings:

  • Select the Xero objects and fields to replicate.
  • Configure the data ingestion settings according to your needs.

Step 4. Add Snowflake as a Data Destination:

  • Select Snowflake as the data destination and enter your account details.
  • Provide the necessary Snowflake account information, including the account URL, username, password, and the database and schema where you want to load the data.

Step 5. Map Fields and Configure Replication:

  • Map the Xero fields to the desired Snowflake table and columns.
  • Choose your replication frequency and other relevant settings.

Step 6. Save and Run the Pipeline:

  • Click “Save and Run” to create the data pipeline.
  • Hevo will automatically begin replicating data from Xero to Snowflake in real-time.

Method 3: Fivetran

Fivetran is a fully-managed, enterprise-grade ETL solution.

Fivetran is a fully-managed, enterprise-grade ETL solution. It provides reliable, secure data pipelines to replicate data from Xero and 150+ other sources into destinations like Snowflake.

Features:

  • Fully-managed, zero-maintenance data pipelines: Simplifies data integration without the need for manual intervention.
  • Pre-built, analyst-ready data schemas: Provides ready-to-use data structures for analysis.
  • Automated in-warehouse transformations: Supports data transformations directly within Snowflake using DBT integration.
  • Advanced security and compliance certifications: Ensures data protection and regulatory compliance.
  • Extensive performance monitoring and logging: Offers comprehensive insights into data pipeline performance.

Pros:

  • Fully managed service, no pipeline maintenance required: Simplifies data management.
  • Highly scalable to handle large data volumes: Suitable for enterprises with extensive data needs.
  • Automated in-warehouse transformations via DBT integration: Enhances data processing capabilities.
  • Enterprise-grade security and compliance: Ensures data integrity and regulatory compliance.

Cons:

  • More expensive than other solutions: Higher cost may be a consideration for smaller businesses.
  • Initial setup can be complex for non-technical users: Requires careful configuration and setup.

How to Connect Xero to Snowflake with Fivetran

Step 1. Sign Up for Fivetran:

  • Go to the Fivetran website and sign up for an account.
  • Complete the onboarding process and log into your dashboard.

Step 2. Add Xero as a Connector:

  • Click “Add Connector” and select Xero from the list of sources.        
  • Authenticate with Xero and grant Fivetran access to your data.

Step 3. Configure Sync Settings:

  • Choose the Xero objects and fields to replicate.
  • Configure your sync settings, including the replication frequency and other relevant options.

Step 4. Add Snowflake as a Destination:

  • Add Snowflake as your destination and provide your account details.
  • Enter the necessary Snowflake account information, including the account URL, username, password, and the database and schema where you want to load the data.

Step 5. Map Fields and Save Configuration:

  • Map the Xero data to the appropriate Snowflake tables and columns.
  • Review your configuration to ensure all settings are correct.
  • Click “Save & Run” to initiate the data pipeline.

Step 6. Monitor and Manage Data Pipeline:

  • Fivetran will initiate a historical data sync and then continuously replicate new data from Xero to Snowflake.
  • Monitor the status of your data pipeline from the Fivetran dashboard.
  • Verify that data is being synced correctly by checking the tables in your Snowflake database.
  • Address any errors or issues by following Fivetran’s troubleshooting guides.
  • Set up email alerts for pipeline issues to stay informed of any problems.

Connect Xero to Snowflake Without a Line of Code

Connecting Xero to Snowflake empowers businesses to centralize their financial data, enabling richer insights and streamlined reporting. The three methods outlined in this guide – Coefficient, Hevo Data, and Fivetran – provide flexible options for replicating Xero data into Snowflake, catering to different business needs and technical capabilities.

Ready to get started? Coefficient offers a user-friendly, no-code platform for quickly connecting Xero to Snowflake. Sign up today to begin syncing your financial data and unlocking valuable insights.

How to Connect Xero to Salesforce

Are you looking to streamline your accounting and customer relationship management (CRM) processes?

Integrating Xero, a powerful accounting platform, with Salesforce, the world’s leading CRM, can help you achieve just that. In this blog post, we’ll explore the benefits of connecting Xero to Salesforce and provide step-by-step guides for three integration methods: Coefficient, Zapier, and Dataloader.io.

Advantages of Connecting Xero to Salesforce

Integrating Xero and Salesforce offers several key benefits:

  • Real-Time Cash Flow Visibility: Sync invoice statuses and payment data from Xero to Salesforce, allowing sales reps to see real-time cash flow impacts of their deals. This empowers them to prioritize collections or adjust payment terms for at-risk accounts, improving overall financial health.
  • Automated Quote-to-Cash Process: By connecting Salesforce opportunities to Xero invoices, you can automate the entire quote-to-cash cycle. This reduces processing time, minimizes errors, and accelerates revenue recognition, particularly beneficial for businesses with complex pricing or high transaction volumes.
  • Data-Driven Sales Forecasting: Combine historical sales data from Salesforce with actual financial performance from Xero to create more accurate sales forecasts. This integration allows you to factor in seasonality, payment patterns, and customer profitability, leading to more realistic projections and better resource allocation.

Connecting Xero and Salesforce: 3 Methods

SolutionBest For
CoefficientSmall to medium-sized businesses with limited IT resources but a strong need for data analysis. Ideal for finance teams or sales operations who frequently work in spreadsheets and need to combine Xero financial data with Salesforce CRM data for custom reporting. Coefficient’s familiar spreadsheet interface allows for quick ad-hoc analysis without SQL knowledge, making it perfect for organizations that need agility in their reporting process.
ZapierMarketing and sales teams in organizations with diverse software ecosystems beyond just Xero and Salesforce. Best for companies that need to create multi-step workflows involving additional apps (e.g., triggering a Slack notification when a high-value invoice is paid in Xero and updating the corresponding Salesforce opportunity). Zapier’s visual workflow builder is user-friendly, but may become costly for high-volume, complex integrations.
Dataloader.ioEnterprise-level organizations or those dealing with high data volumes and complex data structures. Optimal for IT teams or data administrators who need granular control over large-scale data migrations or regular bulk updates between Xero and Salesforce. Its advanced scheduling and error handling capabilities make it suitable for maintaining data integrity in complex, high-stakes financial environments, but it requires more technical expertise to set up and maintain.

How to Connect Xero to Salesforce

Method 1: Coefficient – No-Code, User-Friendly

a screenshot of a web page with the words automatedly important live data into

Coefficient is a no-code tool that allows you to connect your accounting and CRM data without any technical knowledge. It offers a user-friendly interface, automatic data updates, and affordable pricing plans, making it an excellent choice for small to medium-sized businesses.

Features

  • Simple, drag-and-drop interface: The user-friendly design allows users to set up integrations with minimal effort, making it accessible for users of all technical levels.
  • Automatic data sync in real-time: Data between Xero and Salesforce is updated instantly, ensuring that you always have the most current information available.
  • Affordable pricing plans: Coefficient provides cost-effective solutions that cater to small businesses and larger enterprises alike, ensuring you get value for your investment.

Pros and Cons

Pros:

  • Simple, no-code setup: Get your integration up and running in no time with Coefficient’s straightforward installation process.
  • Automatic, real-time data updates: Always have the latest data at your fingertips, enabling timely and informed decision-making.
  • Cost-effective for small businesses: Budget-friendly plans make it accessible for smaller companies looking to enhance their data capabilities.

Cons:

  • Scheduled automations are only available on paid plans: Access to advanced scheduling functionalities may require upgrading to a premium plan, which might be cost-prohibitive for some users.

How to Connect Xero to Salesforce with Coefficient

Step 1: Install the Coefficient

For Google Sheets

Open a new or existing Google Sheet, navigate to the Extensions tab, and select Add-ons > Get add-ons.

oing to Add-ons > Get add-ons in the Extensions tab of Google Sheets.

In the Google Workspace Marketplace, search for “Coefficient.”

Typing “Coefficient” in the search bar of the Google Workspace Marketplace.

Follow the prompts to grant necessary permissions.

Providing necessary permissions for Coefficient in Google Sheets.

Launch Coefficient from Extensions > Coefficient > Launch.

 Launching Coefficient from Extensions > Coefficient > Launch in Google Sheets.

Coefficient will open on the right-hand side of your spreadsheet.

Coefficient appearing on the right-hand side of the Google Sheets.

For Microsoft Excel

Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

hoosing ‘More Add-Ins’ from the ‘Get Add-ins’ menu in Excel.

Type “Coefficient” in the search bar and click ‘Add.’

Search-Coefficient-Add-Excel

Follow the prompts in the pop-up to complete the installation.

Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.

Search-Coefficient-Add-Excel

Step 2: Import Data from Xero

With Coefficient installed, you can now import your Xero accounting data into your spreadsheet:

In the Coefficient sidebar, click â€˜Import From.’

Select “Xero” from the list of available data sources.

Selecting “Xero” from the list of available data sources in Coefficient.

Enter your Xero demo credentials and click ‘Login.’

Entering your Xero demo credentials and clicking ‘Login.’

Select one or more of the available organizations to connect to Coefficient.

Selecting one or more of the available organizations to connect to Coefficient.

Click “Continue” to proceed with the selected organization(s).

Clicking “Continue” to proceed with the selected organization(s).

Choose an endpoint from the available options, such as Invoices, Contacts, or Users.

Choosing an endpoint from the available options, such as Invoices, Contacts, or Users.

For this example, select “Get Invoices” to fetch invoice data from Xero.

Selecting “Get Invoices” to fetch invoice data from Xero.

Enter the Tenant ID (organization ID) for the selected Xero organization.

Select-Get-Invoices-Xero

Optionally, select additional fields to include in the data import.

Optionally selecting additional fields to include in the data import.

Click “Import” to fetch the invoice data into your spreadsheet.

Clicking “Import” to fetch the invoice data into your spreadsheet.

Step 3. Export Data from Your Spreadsheet to Salesforce

Before starting, make sure you’ve connected to Salesforce.

https://www.youtube.com/watch?v=B5qUY5zs-vc 

Then, navigate to Coefficient’s menu. Click “Export to…”

Click-Import-Invoice-Data-Xero

Choose Salesforce from the list of available data sources.

Choosing Salesforce from the list of available data sources in Coefficient.

Select the tab and header rows in your spreadsheet that contain the data you want to export.

Define your tab and header row.

Selecting the tab and header rows in your spreadsheet that contain the data you want to export.

Note: Coefficient will automatically map the fields for you if the data in the sheet came from an import from Salesforce using Coefficient.

Next, select the Salesforce Object you want to export data to, e.g., “Opportunity”, “Contacts”, etc.

Defining your tab and header row for the export to Salesforce.

Then, select the type of action you want to perform—Update, Insert, Upsert, or Delete.

Map the fields from your spreadsheet to the corresponding Salesforce fields.

Selecting the Salesforce Object you want to export data to, e.g., “Opportunity”, “Contacts”, etc.

Note: If you imported data from Salesforce into your spreadsheet previously, Coefficient will auto-detect and map these fields.

(Optional) Specify additional settings such as batch size, whether to export empty cells on an update, and the column for results.

Mapping the fields from your spreadsheet to the corresponding Salesforce fields.

Note: Batch size is capped at 10,000 rows due to Salesforce API limitations.

Confirm your settings and click “Export”.

Confirming your settings and clicking “Export” to proceed.

Then, highlight the rows you want to update or export. You can choose to export all rows or specific rows.

Highlighting the rows you want to update or export to Salesforce.

After you’re finished, review your settings and click “Export.”

Follow the prompts to confirm your changes.

Following the prompts to confirm your changes in Salesforce.

In a few seconds, data from your spreadsheet will push to Salesforce.

Data from your spreadsheet pushing to Salesforce in a few seconds.

Your spreadsheet will display updated records, along with their export status and the date/time stamp of the update.

Method 2: Zapier

Zapier is a no-code platform enabling automated workflows between Xero and Salesforce.

Zapier is another no-code platform that enables you to create automated workflows between Xero and Salesforce. While it offers great flexibility, setting up complex workflows can be time-consuming, and costs can add up quickly with higher usage.

Features

  • Wide range of triggers and actions: Supports numerous triggers and actions to create custom workflows tailored to your specific needs.
  • Customizable workflows: Allows you to automate complex tasks by linking multiple apps and defining detailed workflows.
  • No coding required: Accessible to non-technical users who need to set up integrations without writing code.

Pros and Cons

Pros:

  • No coding required: Easy for non-technical users to set up and manage.
  • Supports a wide range of triggers and actions: Flexible enough to handle various integration scenarios.
  • Allows for customizable workflows: Tailor your integrations to match your exact business needs.

Cons:

  • Can become expensive with extensive use: Costs can quickly add up if you need multiple complex Zaps.
  • Requires more configuration for complex Zaps: Setting up detailed workflows can be time-consuming and may require careful planning.

How to Connect Xero to Salesforce with Zapier

Step 1: Sign up for a Zapier account

  • Go to Zapier’s website and sign up for an account if you haven’t already.
  • After signing up, log in to your Zapier account.

Step 2: Create a New Zap

  • Click the “+ Create” > “Zaps” button at the top right corner of the dashboard.
Clicking “+ Create” > “Zaps” button at the top right corner of the Zapier dashboard.
  • Enter a name for your Zap to keep your workflows organized.

Step 3: Set Xero as the Trigger App

  • Search for and select Xero as your trigger app.
Searching for and selecting Xero as your trigger app in Zapier.
  • Choose a trigger event from the list, such as “New Invoice” or “New Contact.”
Choosing a trigger event from the list, such as “New Invoice” or “New Contact.”
  • Click “Continue.”

Step 4: Connect Your Xero Account

  • Click “Sign in to Xero.”
  • Clicking “Sign in to Xero” in Zapier.
  • Follow the prompts to log in to your Xero account and authorize Zapier to access your data.
  • Once connected, click “Continue.”

Step 5: Configure the Trigger

  • Set up the trigger by selecting the appropriate options, such as which organization to pull data from if you have multiple Xero organizations.
  • Click “Continue” and test the trigger to ensure Zapier can pull in the correct data from Xero.

Step 6: Set Salesforce as the Action App

  • Search for and select Salesforce as your action app.
Searching for and selecting Salesforce as your action app in Zapier.
  • Choose an action event, such as “Create Record” or “Update Record.”
  • Choosing an action event, such as “Create Record” or “Update Record” in Zapier.
  • Click “Continue.”

Step 7: Connect Your Salesforce Account

  • Click “Sign in to Salesforce.”
  • Clicking “Sign in to Salesforce” in Zapier.
  • Follow the prompts to log in to your Salesforce account and authorize Zapier to access your data.
  • Once connected, click “Continue.”

Step 8: Configure the Action

  • Set up the action by mapping the fields from Xero to the corresponding fields in Salesforce.
  • For example, map the Xero invoice number to the Salesforce Opportunity ID, Xero contact name to Salesforce Contact Name, etc.
  • Click “Continue” and test the action to ensure data is being sent correctly from Xero to Salesforce.

Step 9: Activate Your Zap

  • After successfully testing your Zap, click “Turn on Zap” to activate the workflow.
  • Your Zap is now live, and data will automatically sync between Xero and Salesforce based on the trigger you set up.

Method 3: Dataloader.io

a computer screen with a video on it

Dataloader.io is an ETL (extract, transform, load) tool designed for handling large data transfers between systems like Xero and Salesforce. While it offers robust performance and scheduling capabilities, it may require more technical knowledge to set up and maintain.

 Features

  • Handles large data volumes efficiently: Designed to manage and transfer large datasets quickly and reliably.
  • Provides scheduling options for automated data loads: Set up scheduled tasks to automate data synchronization at specified intervals.
  • Offers fast performance for bulk transfers: Optimized for high-speed data transfers, ensuring efficient and timely data movement.

Pros and Cons

Pros:

  • Handles large data volumes efficiently: Capable of managing extensive datasets without compromising performance.
  • Provides scheduling options for automated data loads: Automate your data synchronization with customizable schedules.
  • Offers fast performance for bulk transfers: Ensure rapid and reliable data transfers for large-scale operations.

Cons:

  • Requires manual field mapping and data preparation: Setting up tasks may require significant manual effort and data configuration.
  • Not ideal for real-time, continuous data syncing: Better suited for batch processing rather than real-time updates.

How to Connect Xero to Salesforce with Dataloader

Step 1: Sign up for a Dataloader.io account

  1. Go to Dataloader.io’s website and sign up for an account if you haven’t already.
  2. After signing up, log in to your Dataloader.io account.

Step 2: Connect Your Xero Account

  1. On the Dataloader.io dashboard, click “New Task” and select “Import.”
  2. Select Xero as the source system.
  3. Click “Connect to Xero” and follow the prompts to log in to your Xero account and authorize Dataloader.io to access your data.

Step 3: Connect Your Salesforce Account

  1. Select Salesforce as the target system.
  2. Click “Connect to Salesforce” and follow the prompts to log in to your Salesforce account and authorize Dataloader.io to access your data.

Step 4: Create a New Data Mapping Task

  1. Choose the type of task you want to create, such as “Insert,” “Update,” or “Upsert.”
  2. Select the Xero object you want to import data from, such as “Invoices” or “Contacts.”
  3. Select the Salesforce object you want to export data to, such as “Opportunity” or “Contacts.”

Step 5: Map the Fields

  1. Dataloader.io will display a list of fields from the Xero object and the corresponding fields in the Salesforce object.
  2. Manually map each field from Xero to the appropriate field in Salesforce. For example, map the Xero invoice number to the Salesforce Opportunity ID, Xero contact name to Salesforce Contact Name, etc.
  3. Click “Next” after mapping all the fields.

Step 6: Configure Scheduling Settings

  1. Set up the schedule for your data load task. Choose whether you want to run the task immediately, or set up a recurring schedule (e.g., daily, weekly).
  2. Specify the time and frequency for the scheduled task if you choose to automate it.

Step 7: Run the Task

  1. Review all the settings and mappings to ensure everything is correct.
  2. Click “Run” to start the data load task.
  3. Monitor the progress of the task in the Dataloader.io dashboard.

Step 8: Monitor and Troubleshoot

  1. After the task is complete, review the results for any errors or discrepancies.
  2. If there are errors, Dataloader.io will provide detailed logs that can help you troubleshoot and resolve any issues.
  3. Make necessary adjustments to the mappings or configurations if needed and re-run the task.

Connect Xero to Salesforce: No Code Required

Integrating Xero with Salesforce can revolutionize your business processes by streamlining data management, enhancing reporting capabilities, improving accuracy, and increasing overall efficiency.

Ready to experience the benefits of connecting Xero to Salesforce?

Get started with Coefficient today and enjoy a user-friendly, no-code solution that offers real-time data syncing at an affordable price. With Coefficient, you can seamlessly integrate your accounting and CRM data, empowering your teams to make better decisions and drive business growth.

How to Export Data from Xero? A Detailed Step-by-Step Walkthrough

Are you tired of manually pulling data from Xero for your financial reports? Struggling to keep your spreadsheets up-to-date with the latest numbers? You’re not alone. Many finance professionals waste hours each week on tedious data exports. But there’s a better way.

In this comprehensive guide, we’ll explore three methods to export Xero data, with a focus on streamlining your reporting process. Whether you’re a CFO, financial analyst, or accounting manager, you’ll discover how to save time, improve accuracy, and gain deeper insights from your Xero data.

Export Data from Xero: Top 3 Options

SolutionBest For
CoefficientFinance professionals seeking efficient, automated workflows with real-time data updates, custom reporting, and integration with Excel or Google Sheets.
Exporting ManuallyUsers who need occasional exports of specific data sets and are comfortable with Xero’s native interface. Suitable for ad-hoc reporting needs.
Using Xero APITechnical users or organizations with IT resources who need to integrate Xero data into custom applications or perform complex, automated data operations.

Method 1: Exporting Xero Data with Coefficient (Recommended)

Coefficient syncs live data from various business systems, like Xero, directly into Excel and Google Sheets. For Xero users, this means you can build real-time financial reports, automate data updates, and streamline your accounting workflows without leaving your spreadsheet.

Benefits of using Coefficient for Xero data export:

  1. Real-time data sync: Always work with the latest numbers
  2. Automated refresh: Set it and forget it – your reports update automatically
  3. Customizable exports: Pull exactly the data you need
  4. Advanced filtering and pivoting: Slice and dice your data effortlessly
  5. Seamless integration with Excel and Google Sheets: Work in your preferred environment

Step-by-step guide to export Xero data using Coefficient:

Step 1: Set Up Coefficient For Google Sheets Users

  • In your Google Sheet, go to Extensions > Add-ons > Get add-ons.
  • Search for “Coefficient” in the Google Workspace Marketplace.
  • Grant the required permissions when prompted.
  • Access Coefficient via Extensions > Coefficient > Launch.
  • You’ll see Coefficient appear on the right side of your sheet.
Coefficient open in google sidebar

For Microsoft Excel Users

  • Open Excel (desktop or Office Online). Navigate to File > Get Add-ins > More Add-Ins.
  • Search for “Coefficient” and click “Add.”
  • Complete the installation by following the on-screen instructions.
  • Once installed, you’ll find a “Coefficient” tab in the top menu. Click “Open Sidebar” to start using Coefficient.
Launching Coefficient in excel sidebar

Step 2: Link Your Xero Account

Enter your Xero demo login details and click “Login.”

 Entering Xero demo credentials

Choose one or more organizations to connect with Coefficient.

Selecting Xero organizations

Click “Continue” to proceed.

Continuing with selected organization

Step 3: Import Your Xero Data

Select an endpoint from the available options (e.g., Invoices, Contacts, Users).

Choosing endpoint option

For this walkthrough, we’ll use “Get Invoices” to import invoice data.

Selecting Get Invoices

Input the Tenant ID (organization ID) for your chosen organization.

Entering Tenant ID

You can select additional fields to include in your data import if needed.

Selecting additional fields

Click “Import” to bring the invoice data into your spreadsheet.

Importing invoice data to Sheets

Step 4. Set up automated refresh:

Enable Coefficient’s scheduler for automatic updates:

  • Choose update frequency: hourly, daily, or weekly
  • Set preferred time
  • Coefficient will refresh your data automatically
setting up auto-imprt

Pros and Cons of Coefficeint

  • Pros:
    • Consolidate financial data from multiple systems into Excel and Google Sheets
    • Create real-time dashboards for cash flow monitoring and forecasting
    • Automate financial reporting and data refreshes, reducing manual work
  • Cons:
    • Some advanced features, such as scheduled automations, are only available on paid plans. However, Coefficient’s pricing is still very competitive compared to other solutions.

Advanced features for financial reporting and analysis:

Method 2: Exporting Manually

Exporting data manually from Xero is the simplest way to get your data into a spreadsheet. This method is great for occasional needs and requires no technical skills.

importing manually from xero homescreen

Step-by-Step Guide

  1. Log in to Xero:
    • Go to the Xero login page and enter your credentials.
  1. Navigate to the Data Section:
    • Click on the ‘Business’ tab in the top navigation menu.
    • Select the type of data you want to export (e.g., Invoices, Bills, Bank Transactions).
  1. Filter and Select Data:
    • Apply any necessary filters to narrow down the data you need.
    • Select the data entries you wish to export.
  1. Export Data:
    • Click on the ‘Export’ button typically located at the top of the list.
    • Choose the format for the export (Excel or CSV).
    • Download the file and save it to your computer.

Pros and cons of native Xero export features:

Pros:

  • Easy to Do: You don’t need any special skills or knowledge to export your data this way.
  • No Extra Costs: This feature is included in your Xero subscription, so you won’t need to pay anything extra.

Cons:

  •  Takes Time: If you have a lot of data or need to do this often, it can take a lot of time to export everything manually.
  • No Automation: You have to do it yourself each time you need updated data.
  • Risk of Manual Errors: Doing it manually increases the chances of making mistakes.

Method 3: Using Xero API

using xero's API to export data

Using the Xero API lets you export your data automatically with a bit of programming. This method is perfect if you’re comfortable with coding and need to handle lots of data regularly.

Step-by-Step Guide

  1. Set Up API Access:
    • Register your application on the Xero Developer Portal to obtain your OAuth2 credentials (client ID and client secret).
  1. Authenticate with Xero API:
    • Use OAuth2 to authenticate and obtain access tokens for your Xero account.
  1. Write a Script to Export Data:
    • Use a programming language like Python to make API requests and export data.
    • Example script to export invoices:

from xero_python.accounting import AccountingApi

from xero_python.api_client import ApiClient

from xero_python.api_client.configuration import Configuration

from xero_python.identity import IdentityApi

from xero_python.api_client.oauth2 import OAuth2Token

client_id = ‘YOUR_CLIENT_ID’

client_secret = ‘YOUR_CLIENT_SECRET’

redirect_uri = ‘YOUR_REDIRECT_URI’

token = OAuth2Token(client_id, client_secret)

config = Configuration(oauth2_token=token)

api_client = ApiClient(config)

identity_api = IdentityApi(api_client)

accounting_api = AccountingApi(api_client)

token.set_access_token(‘YOUR_ACCESS_TOKEN’)

def fetch_invoices(tenant_id):

    api_client.set_tenant_id(tenant_id)

    invoices = accounting_api.get_invoices()

    return invoices

tenant_id = ‘YOUR_TENANT_ID’

invoices = fetch_invoices(tenant_id)

import csv

with open(‘invoices.csv’, mode=’w’) as file:

    writer = csv.writer(file)

    writer.writerow([‘InvoiceID’, ‘Date’, ‘DueDate’, ‘Total’])

    for invoice in invoices.invoices:

        writer.writerow([invoice.invoice_id, invoice.date, invoice.due_date, invoice.total])

Pros and Cons

Pros

  • Saves Time: Once you set it up, the process runs by itself, saving you from doing it manually.
  • Handles Large Data: It’s great for exporting large amounts of data or for regular updates without extra work.

Cons

  • Needs Programming Skills: You need to know how to write code, which might be tough if you’re not familiar with it.
  • Setup is Tricky: Getting everything set up can be complicated and take some time

Streamline Your Xero Reporting Today

Exporting data from Xero doesn’t have to be a time-consuming chore. By leveraging the power of Coefficient, you can automate your data exports, ensure accuracy, and focus on what really matters: analyzing your financial data to drive business growth.

While manual exports and Xero’s native features have their place, they simply can’t match the efficiency and insights provided by a dedicated tool like Coefficient. With real-time data syncing, customizable exports, and seamless integration with Excel and Google Sheets, Coefficient is the clear choice for finance professionals who want to stay ahead of the curve.

Ready to revolutionize your Xero reporting process? Try Coefficient today and experience the power of automated, real-time financial data at your fingertips.

How to Export Xero Repeating Invoices to Excel: Step-by-Step Guide

Are you struggling to import your Xero repeating invoices into Excel? You’re not alone. Many businesses face this challenge. But don’t worry—we’ve got you covered.

This guide will walk you through the process step by step. We’ll explore various methods to export Xero repeating invoices to Excel. From built-in features to advanced tools, we’ve got all the bases covered.

Ready to streamline your invoice management? Let’s dive in.

Methods to Export Xero Repeating Invoices

SolutionBest For
CoefficientFinance teams needing real-time data sync, automated reporting, and advanced analysis in Excel. Ideal for creating dynamic dashboards and combining Xero data with other sources.
Xero’s Built-in Export FeatureSmall businesses or individuals who need occasional, basic invoice exports and prefer a simple, no-frills approach without additional tools.
Xero API ExplorerDevelopers or tech-savvy users who require highly customized exports and have the skills to write scripts for data manipulation and automation.

Method 1. Coefficient

Coefficient syncs live data from various business systems, like Xero, directly into Excel and Google Sheets. For Xero users, this means you can build real-time financial reports, automate data updates, and streamline your accounting workflows without leaving your spreadsheet.

Step 1. Install Coefficient

  • Open Excel from your desktop or in Office Online. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
  • Type “Coefficient” in the search bar and click ‘Add.’
  • Follow the prompts in the pop-up to complete the installation.
  • Once finished, you will see a “Coefficient” tab in the top navigation bar. Click ‘Open Sidebar’ to launch Coefficient.
Launching Coefficient sidebar

Step 2: Connect to Xero

Enter your Xero demo credentials and click “Login.”

 Connecting to Xero

Select one or more of the available organizations to connect to Coefficient.

Selecting Xero organizations

Click “Continue” to proceed with the selected organization(s).

Continuing with selected organization

Step 3: Export Your Data

Choose an endpoint from the available options, such as Invoices, Contacts, or Users.

Choosing endpoint option

For this example, select “Get Invoices” to fetch invoice data from Xero.

Selecting Get Invoices

Enter the Tenant ID (organization ID) for the selected Xero organization.

 Entering Tenant ID

Optionally, select additional fields to include in the data import.

Selecting additional fields

Click “Import” to push the invoice to your spreadsheet.

Importing invoice data

Don’t forget to set up automatic refreshes to keep your data up-to-date

Setting up automatic refreshes

Pros and cons:

  • Cons:
    • Some advanced features, such as scheduled automations, are only available on paid plans. However, Coefficient’s pricing is still very competitive compared to other solutions.

Method 2. Using Xero’s Built-in Export Feature

Using Xero’s export feature

Xero offers a native export function, which is straightforward but has some limitations.

Step-by-step guide to exporting invoices:

Step 1: Log in to Xero

  1. Open your browser and go to the Xero login page.
  2. Enter your credentials (email and password) to log in to your Xero account.

Step 2: Navigate to the Invoices Section

  1. Click on the ‘Business’ tab in the top navigation menu.
  2. Select ‘Invoices’ from the dropdown menu.
 Leveraging Xero API Explorer

Step 3: Access Repeating Invoices

  • On the invoices page, click on the ‘Repeating’ tab to view all your repeating invoices.

Step 4: Filter and Select Invoices

  • Apply filters if needed to narrow down the list of repeating invoices you want to export.
  • Select the invoices by clicking the checkbox next to each invoice or select all if needed.

Step 5: Export to Excel

  • Click on the ‘Export’ button located at the top of the repeating invoices list.
  • Choose ‘Excel’ as the format for the export. This will download the selected repeating invoices as an Excel file.

Step 6: Save the File

  • Save the downloaded file to your preferred location on your computer.
  • Open the file in Excel to verify the data.

Limitations of the native export function:

  • Limited customization options
  • Exports basic invoice data only
  • May not include all the details you need for a comprehensive analysis

Method 3. Leveraging the Xero API Explorer

Image5

For more advanced users, the Xero API Explorer offers greater flexibility in exporting repeating invoices.

Setting up a Developer account:

  1. Sign up for a Xero Developer account at developer.xero.com
  2. Create a new app in the developer portal
  3. Generate API credentials (client ID and client secret)

Prerequisites

  1. API Access: Ensure you have API access for each Xero account. You will need the necessary OAuth2 credentials (client ID and client secret) for authentication.
  2. Programming Knowledge: Basic understanding of programming languages like Python, Node.js, or any language that supports HTTP requests.

Steps to use the Xero API:

Step 1: Set Up Your Environment

Install Required Libraries:For Python, you might use libraries such as requests and xero-python.
pip install requests xero-python

Step 2: Authenticate with the Xero API

Obtain OAuth2 Tokens: Follow Xero’s OAuth2 guide to obtain access tokens for each Xero account.

Step 3: Write the Script to Export Data

Example in Python

Set Up OAuth2 Authentication:
from xero_python.accounting import AccountingApi

from xero_python.api_client import ApiClient

from xero_python.api_client.configuration import Configuration

from xero_python.identity import IdentityApi

from xero_python.api_client.oauth2 import OAuth2Token

# Configuration

client_id = ‘YOUR_CLIENT_ID’

client_secret = ‘YOUR_CLIENT_SECRET’

redirect_uri = ‘YOUR_REDIRECT_URI’

# OAuth2 Token

token = OAuth2Token(client_id, client_secret)

# API Client

config = Configuration(oauth2_token=token)

api_client = ApiClient(config)

identity_api = IdentityApi(api_client)

accounting_api = AccountingApi(api_client)

# Set access token

token.set_access_token(‘YOUR_ACCESS_TOKEN’)

Function to Fetch Data:

def fetch_invoices(tenant_id):

    api_client.set_tenant_id(tenant_id)

    invoices = accounting_api.get_invoices()

    return invoices

def fetch_bills(tenant_id):

    api_client.set_tenant_id(tenant_id)

    bills = accounting_api.get_bills()

    return bills

def fetch_transactions(tenant_id):

    api_client.set_tenant_id(tenant_id)

    transactions = accounting_api.get_bank_transactions()

    return transactions

Main Script to Export Data:
import csv

tenant_ids = [‘TENANT_ID_1’, ‘TENANT_ID_2’]  # List of Xero tenant IDs

for tenant_id in tenant_ids:

    invoices = fetch_invoices(tenant_id)

    bills = fetch_bills(tenant_id)

    transactions = fetch_transactions(tenant_id)

    # Export invoices to CSV

    with open(f’invoices_{tenant_id}.csv’, mode=’w’) as file:

        writer = csv.writer(file)

        writer.writerow([‘InvoiceID’, ‘Date’, ‘DueDate’, ‘Total’])  # Header

        for invoice in invoices.invoices:

            writer.writerow([invoice.invoice_id, invoice.date, invoice.due_date, invoice.total])

    # Export bills to CSV

    with open(f’bills_{tenant_id}.csv’, mode=’w’) as file:

        writer = csv.writer(file)

        writer.writerow([‘BillID’, ‘Date’, ‘DueDate’, ‘Total’])  # Header

        for bill in bills.bills:

            writer.writerow([bill.bill_id, bill.date, bill.due_date, bill.total])

    # Export transactions to CSV

    with open(f’transactions_{tenant_id}.csv’, mode=’w’) as file:

        writer = csv.writer(file)

        writer.writerow([‘TransactionID’, ‘Date’, ‘Amount’])  # Header

        for transaction in transactions.bank_transactions:

            writer.writerow([transaction.transaction_id, transaction.date, transaction.amount])

Step 4: Run the Script

Execute the script to fetch and export data from all specified Xero accounts.

Pros and cons:

Pros:

  • Highly customizable exports
  • Access to more detailed invoice data
  • Ability to automate exports with scripts

Cons:

  • Requires technical knowledge
  • More time-consuming to set up initially
  • Potential for errors if not implemented correctly

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