Your data automation partner - connect Xero to your Excel for efficient reporting and bulk upload + edit of data from within Excel. Designed for finance teams and accountants to build reports with live client data and to bulk upload and edit transactions back to Xero directly from Excel.
    Overview

    DataDear allows you to automate your work by connecting your client data in Xero to an Excel spreadsheet. There are various ways how DataDear can help your business or accounting firm. This can be used for reporting with data easily refreshed directly from Xero (better than export) whenever required across different organisations. Start by using raw data and build your own reports or from sample management reports provided by DataDear.

    Avoid upload limits and messy CSVs by using DataDear to create, edit or archive accounting entries in bulk (much better than import) manual journals, purchase orders, bank transactions, timesheets, tracking categories, chart of accounts, contacts, items, bank transfers,employees, bills and invoices directly from Excel.

    Data Copy - Take a copy of your data (backup) for peace of mind or before you cancel a subscription. Download an offline backup / copy of your full audit trail including attachments to your source documents and reference data.

    DataDear is a great tool to help prepare and generating consolidated reports for groups. With direct access to consolidated profit and loss, balance sheet, trial balance and even access to group wide aged payables and receivables. It also handles the currency conversions for you.

    Explore all features of DataDear
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    DataDear + Xero

    DataDear integrates with Xero accounting and can provide all data tables and reports provided from Xero directly from Excel for all your companies & organizations. This data can then be shared with other users and clients. DataDear also provides a variety of other reports and sample workbooks which can help you better understand how DataDear can be used for reporting and for managing data in bulk. DataDear can also be used to configure and migrate a newly created Xero organisation with the dedicated conversion and migration workbooks.

    Reviews & ratings

    4.5
    64 Reviews
    5 star
    (76%)
    4 star
    (14%)
    3 star
    (2%)
    2 star
    (2%)
    1 star
    (7%)
    TH
    Tim Hand
    Posted

    Clean account transactions reports please.

    The app works well and has some useful reports and functionality. However. The key report for most users is a clean transactional nominal account report, as per the built in Xero account transactions report. From there you can automate most reports with functions and macros. Datadear can't produce this without a lot of duplicate transactions. So in spite of it being generally well designed I can't give it more than 2 stars.
    LS
    Lynda Stott
    Posted

    DataDear service

    I have found Datadear a pleasure to deal with. The add in went from my tool bar and DataDear did all they can to get it working again. Soli service and integration is seamless to Xero.
    TW
    Tim Wright
    Posted
    This is hands down the best excel add-in and Xero app I have ever used. Datadear's excel add-in has enabled me to easily create automated reporting templates, that are updated by opening an excel template and simply logging into the add-in, this has saved $$$ in admin time to create monthly management accounts. It really shows that datadear have invested a lot of time into creating clean and easy to manipulate tables of data, I've been able to easily create pivot tables without the need to transform the data first. And with the latest version of Excel, I can now create beautiful rich data types all by using the datadear reports. Not only is their excel add-in a beast, but they are also a seriously awesome company to work with, on and off I have worked with Carl for around 2 years now, he really understands the information that small business owners and accountants alike need to get out of Xero, and goes beyond to try and help you figure out a solution to a problem. Oh, and it's extremely cost-effective as well! Kepp up the good work guys!
    Additional info

    App details

    Added in 2016

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthrough

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