Overview
Coupler.io pulls data from Xero and other apps to Google Sheets. It works on a schedule, is extremely easy to use, and requires no coding. The product helps entrepreneurs and small businesses, including people working in operations, accounting and finance departments, synchronize data between apps and Google Sheets.
It boosts reporting opportunities, letting you link apps to create custom dashboards and reports in the blink of an eye. By automating workflows and establishing Google Sheets integrations, it saves lots of time and builds a stable data structure for all.
Coupler.io + Xero
Coupler.io allows exporting raw accounting data (Accounts, Invoices, etc.) and reports (Balance Sheet, Bank Statement, etc.) to Google Sheets on a set schedule. It also enables setting up a filter and order the data to customize the output a user gets in a spreadsheet.
Getting started
Sign up to Coupler.io and start configuring a new Xero (invoices or other data entities) or Xero Reports (bank statements, etc.) importer. During the setup, you will be asked to connect Coupler.io to your Xero account and select what kind of data you need to export from Xero. Once source parameters are completed, you will be asked to connect Coupler.io to your destination account and select desired destination file or table. Once all is set up, press 'Save &Run' button to start integration. From now on, Coupler.io will automatically upload data to the selected destination on a schedule specified by you.
