Overview
Our app, Coefficient's Xero Integration, is designed for businesses of all sizes that use Xero as their accounting software. It provides a seamless and efficient way to fetch data from Xero and import it directly into Google Sheets, empowering users with better data analysis, reporting, and decision-making capabilities.
The app is particularly beneficial for businesses that rely heavily on data-driven insights, such as finance teams, accounting firms, and consultants. By streamlining the process of extracting data from Xero, our app eliminates the need for manual data entry, which is time-consuming, error-prone, and inefficient.
With our app, users can easily access and organize data from various Xero endpoints, including invoices, contacts, accounts, bank transactions, and more. This comprehensive data integration enables businesses to gain a holistic view of their financial operations, allowing for more informed decision-making and better strategic planning.
Furthermore, our app leverages the power of Google Sheets, a widely used and versatile spreadsheet application. By importing data directly into Google Sheets, users can take advantage of its advanced analytical tools, collaborative features, and customizable visualizations, making it easier to identify trends, uncover insights, and share findings with stakeholders.
Coefficient + Xero
Our app integrates seamlessly with Xero through the Xero API, allowing for secure and authorized access to your Xero data. Once connected, you can choose from a wide range of Xero endpoints to fetch data, including but not limited to:
Invoices: Retrieve all invoices or filter by specific criteria such as invoice numbers, contact IDs, statuses, or date ranges.
Contacts: Access your contact list, including contact details, and filter by IDs, search terms, or archived status.
Accounts: Fetch a comprehensive list of your accounts, enabling better financial tracking and analysis.
Bank Transactions: Retrieve bank transaction data, simplifying bank reconciliation processes.
Budgets: Obtain budget information for better financial planning and forecasting.
Reports: Generate essential financial reports, such as balance sheets, profit and loss statements, and trial balances, directly from Xero.
Once the desired data is fetched from Xero, our app seamlessly imports it into a new or existing Google Sheet, ensuring a smooth and organized data transfer process. You can choose to import the data into a fresh sheet or append it to an existing one, making it easy to maintain historical records and track changes over time.
Additionally, our app offers advanced filtering and sorting options, allowing you to refine the imported data based on your specific needs. This includes filtering by date ranges, statuses, or other relevant criteria, ensuring that you work with the most relevant and up-to-date information.
To enhance data readability and analysis, our app automatically formats the imported data, applying appropriate formatting rules and ensuring consistency across different types of data. This feature helps you quickly identify patterns, spot outliers, and make more informed decisions based on the imported information.
Furthermore, our app supports scheduled data imports, enabling you to automate the process of fetching data from Xero and updating your Google Sheets at regular intervals. This feature ensures that you always have access to the latest information without the need for manual intervention, saving time and increasing efficiency.
Overall, our app provides a powerful and user-friendly integration between Xero and Google Sheets, empowering businesses with better data accessibility, enhanced reporting capabilities, and streamlined workflows, ultimately leading to improved decision-making and increased productivity.
Getting started
To get started with our Xero Integration app, customers can follow these simple steps:
Open a Google Sheets document and head to Extensions > Add-ons > Get add-ons.
Search for Coefficient and install the add-on you see. Once installed, you should see Coefficient in the Google Sheets menu in Extensions. Click on 'Launch' to get started. Find Xero in the list of connections, and click on 'Connect'. You will be redirected to Xero where you can login and complete the OAuth flow. Once that's done, you will be presented with a screen on the Coefficient add-on that will allow you to pick from a list of objects / reports.
Our app uses the secure OAuth authentication process, ensuring that your Xero data remains protected and accessible only to authorized users.
Our app supports a wide range of endpoints, including invoices, contacts, accounts, bank transactions, budgets, and various financial reports. Configure data import settings: Depending on your requirements, you can customize the data import settings. This includes specifying filters, sorting criteria, formatting options, and the destination Google Sheet where the data should be imported. Initiate the data import: With a single click, our app will securely fetch the selected data from your Xero account and import it into the specified Google Sheet. The import process is designed to be efficient and hassle-free, ensuring minimal disruption to your workflow.
Automate data updates (optional): If you prefer to have your Google Sheets automatically updated with the latest Xero data, you can schedule recurring imports at your desired frequency, such as daily, weekly, or monthly.
