Overview
Sync is for people who use spreadsheets, no matter how frequently or infrequently.
Every function written is saving precious time and resources that could be better spent elsewhere.
It allows you to more easily see the full story that the data is telling, allowing better decision making on all levels of the business.
Any employee who works with Xero data can use Sync to help streamline their workflow, and any business has a responsibility to ensure that their time is spent in the most effective way possible.
Sync by theFinanceStack + Xero
Sync allows users to connect their Xero tenants directly to Microsoft Excel (and soon Google Sheets). It allows them to use the following custom functions directly in their spreadsheets:
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SYNC.XERO.ACCOUNT(org_id, account_code) This function allows a user to look up an account code within a specified org_id from within their spreadsheet, it will return the Xero Account name associated with that code (if it exists).
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SYNC.XERO.BS(org_id, account_code, date) Allows a user to to query the balance sheet report balance for a given account code within given org_id, on a given date. This will return the balance if the account code exists.
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SYNC.XERO.IS(org_id, account_code, start_date, end_date, [tracking_category]) Allows a user to query the income statement report balance for given account code within the specified date range. Optionally it allows a user to specify a tracking category if they only wish to retrieve the balance from that category.
Using these custom functions, a user can pull data directly from Xero into their spreadsheet, which could then be used in further spreadsheet functions or reporting.
Getting started
Customers can get started by installing our add-on from the Microsoft Office Add In store within Microsoft Excel (Google Sheets pending Google approval).
Once the add on is installed, a user can sign in with their Sync account, or with their Xero account via SSO. From there they can view/manage their connected tenants, and start using the Sync custom functions to pull data directly into their spreadsheets.
