DataDear allows you to connect 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. Can also be used to create manual journals, purchase orders, bank transactions and invoices directly from Excel. DataDear can also generated consolidated reports for a group of companies with filters by tracking category.
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 upload a new organization from Excel into Xero.
To get started with DataDear, there are 3 easy steps to following:
1) Create an account with DataDear
2) Download & install the DataDear Excel add-in
3) Add a Xero organization directly from Excel Now you are ready to download data from Xero.