Overview

Xero provides accounting and payroll software for small business, so you can see your cash flow in real time with online accounting, invoicing, billing, and banking services. Combining Grow’s ability to update data as it changes and Xero’s flexibility with viewing up-to-date information enables you to make powerful and effective financial decisions at a moment’s notice.

Time Zone

Coordinated Universal Time (UTC) — All date and timestamps are stored in UTC. If account timezone settings are set in Grow, these times will adjust accordingly. For more information, visit this Help Center article.

Data Source Features

Data Warehouse	Alpha
Direct Query	Supported

 

Contents in this Article

• Data Warehouse
  • Connection Workflow
  • Refresh Strategy
• Direct Query
  • Endpoints
• API Documentation
• FAQs

Data Warehouse

Xero is on the Grow Data Warehouse, which we highly recommend you use. For more information about warehousing your data, visit the Data Warehouse Help Article.

Tables

The following tables are available in Grow:

1. Accounts
2. Aged Payables By Contact
3. Aged Receivables By Contact
4. Balance Sheet
   
   • Derived Table: Balance Sheet (Formatted)
5. Bank Summary
6. Budget Summary
   
   • Derived Table: Budget Summary (Formatted)
7. Contacts
   
   • Derived Table: Contacts (Formatted)
   • Contact Addresses
   • Contact Phones
8. Invoices
   • Derived Table: Invoices (Formatted)
   • Invoice Credit Notes
   • Invoice Line Items
   • Invoice Payments
9. Items
   • Derived Table: Items (Formatted)
10. Journals
    • Derived Table: Journals (Formatted)
    • Journal Lines
11. Linked Transactions
12. Profit And Loss
    • Derived Table: Profit And Loss (Formatted)
13. Purchase Orders
14. Repeating Invoices
    • Derived Table: Repeating Invoices (Formatted)
    • Repeating Invoice Line Items
15. Tracking Categories
16. Trial Balance

Connection Workflow

1. When you have finished selecting the data that you want stored in Grow’s Data Warehouse, click the “Sync & Store” button at the bottom.
2. This will begin the initial population of your warehouse with the tables you defined. Populating your data warehouse for the first time may take a while, even up to several hours.
3. While your data is "In Queue" or "Processing", you may continue working within the app.
4. After the initial update is complete, you can modify the refresh rate as needed.

Refresh Strategy

***Refresh strategies are tied to specific endpoints. More information on this coming soon.

Direct Query

A direct query connection can be used to pull data into Grow. With abnormal usage, Direct Query can run into API limitations depending on the data source. For this reason, we recommend that you use Grow's Data Warehouse for a more performant, reliable experience.

Support Status

Direct Query

Currently supported with no projection to stop maintaining

 

How to Connect

1. Click on the Data tab at the top left of the global navigation. You will be brought to your Data Connections.
2. Click on the blue "Connect" button and search for Xero.
3. Click on the Xero logo.
4. A window will pop up to log in with your Xero credentials. After entering your credentials you will see a green confirmation message that the connection has been made.
   If you didn't see a window to enter your credentials but you still got a green success message, then that means you were already logged in with your Xero account (likely in another tab) and Grow used that account to connect.

Endpoints

Below is a list of the reports that the Xero integration offers, along with a description of each report.

Direct Query Endpoints

• Accounts: List of all the bank accounts connected to my Xero account
• Aged Payable by Contact: List of historical transactions paid to provider or supplier with associated details.
• Aged Receivables by Contact: List of historical transactions received by customer with associated details.
• Balance Sheet: Details of Balance Sheet entries for last two years, including the value of assets, liabilities and other categories listed on your account.
• Bank Statement: Charges and deposits for specified bank account.
  • NOTE: Bank Statement is no longer supported by Xero and users may experience issues accessing this endpoint. However, it is still working in some instances so we've kept the endpoint available to Grow users. Please review Xero's API documentation for more details.
• Bank Statement (multiple accounts): Opening and closing balance for selected time period and specific transactions for multiple bank accounts allowing for aggregated totals.
  • NOTE: Bank Statement (multiple accounts) is no longer supported by Xero and users may experience issues accessing this endpoint. However, it is still working in some instances so we've kept the endpoint available to Grow users. Please review Xero's API documentation for more details.
• Bank Summary: Opening and closing balance, cash received and spent for specified time period.
• Budget Summary: Monthly budget projections specified in your account.
• Contacts: List of all contacts, activity status and associated ID.
• Executive Summary: List of key values for the last year including profitability, balance sheet, asset positions, cash flow, average debtor days etc.
• Invoices: List of all invoice totals, amount due, paid, and categories.
• Invoice Line Items: List of all invoice line items, amount due, and categories.
• Items: Retrieve inventory information like description, quantity, and price.
• Linked Transactions: List of any transactions linked from a purchase transactions and a customer or sales transaction.
• Profit and Loss: Last 12 months of data including monthly revenue, operating expenses, cost of sales, etc.
• Repeating Invoices: List of any invoices set up to repeat and associated details.
• Tracking Categories: List of all tracking categories and associated details.
• Trial balance: Statement of all debits and credits for account.

API Docs

https://developer.xero.com/documentation/

This is for reference only, you should not need to review these API docs.

 

FAQs + Tips and Tricks

If you have a lot of data or many datasets from Xero, you may run into API limits.

Xero has a daily call cap and per minute cap. If you anticipate hitting the per minute cap of 60 calls in 60 seconds, just wait a minute and try again.

Using the Tracking CategoryIDs and OptionIDs with the Profit and Loss report

If you want to limit the information for a profit and loss report using a custom tracking ID that you've created in Xero, you can find the CategoryID and OptionID in the "TrackingCategories" report. Then simply cut and paste those values into the fields in the "Profit and Loss" report.