Connectors Accounting Xero

Sync, store and access your Xero data

It's easier than ever to analyze your Xero data with Panoply's Xero Snap Connector. Consolidate Xero, plus all other business data in a secure data warehouse, then explore it with our SQL workbench and in-product graphs and charts. You can also connect your favorite BI tools for more advanced Xero reporting and analysis.

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Sync Xero data

Some of the available tables Panoply can collect from Xero include:

Accounts

The Accounts resource allows you to work with accounts in a Xero organisation. The standard CRUD operations are supported, and you can also attach files to an account and even archive one.

Bank Transactions

The Bank Transactions resource allows you to work with bank transactions (receive or spend money transactions), overpayments, and prepayments. You can retrieve, create, and update bank transactions, among other things.

Bank Transfers

The Bank Transfers resource allows you to retrieve and create bank transfers. It also allows you to attach files to bank transfers, as well as retrieve its history and even add notes to it.

Branding Themes

Branding themes determine the look of your invoices as well as the payment service offered to a customer. Among other services, you can add a payment service to a branding theme or retrieve the ones applied to it.

Contact Groups

The Contact Groups resource allows you to work with contact groups and the individual contacts within them. You can retrieve, create, and update contact groups, as well as add a contact or remove one in a group.

Contacts

The Contacts resource allows you to retrieve, add, and update contacts in a Xero organisation. You can also attach files to a contact, retrieve its history, and even add notes to it.

Credit Notes

The Credit Notes resource allows you to retrieve, create, and update credit notes. You can also attach files to a credit note, retrieve its history, and even add notes to it.

Currencies

The Currencies resource allows you to add and retrieve currencies to and from your organisation. In doing so, it creates a record of the currency histories that you added that you can easily access at any moment in time.

Employees

The Employees resource allows you to retrieve, add, and update employees used in Xero Payrun functionality. Once again, accessing all of these records is made easier to ensure that you can retrieve any documentation you may need in next to no time.

Expense Claims

As stated in Xero's API, this resource is deprecated. The Expense Claims resource allows you to work with expense claims in Xero. With this resource, you can retrieve expense claims and see their status, and submit those for approval.

Invoices

The Invoices resource allows you to work with sales invoices or purchase bills. Aside from supporting the standard data operations (CRUD) for these objects, you can also attach files to them or even email them.

Items

The Items resource allows you to work with any tracked or untracked items in Xero. You can add, update, or delete them. Also, you can retrieve the history of an item and add notes to it.

Journals

The Journals resource allows you to retrieve any journals. This resource only supports retrieving (GET) journals. If you want to create journals, see the Manual Journals resource.

Manual Journals

The Manual Journals resource allows you to retrieve any manual journals, and add or update draft or posted manual journals. You can also attach files to one.

Organisations

The Organisations resource returns information about a Xero organisation. A Xero organization refers to the entities that you have manually enabled the platform to have access to.

Overpayments

The Overpayments resource allows you to retrieve overpayments and allocate overpayments to outstanding invoices. You can also retrieve an overpayment's history and even add notes to them.

Payments

The Payments resource allows you to retrieve either one or many payments for invoices and credit notes. Other operations you can do with this resource are deleting payments, refunding prepayments and overpayments, and refunding credit notes.

Prepayments

The Prepayments resource allows you to retrieve prepayments, allocate part or full amounts of a prepayment to outstanding invoices, and retrieve a prepayment's history and even add notes to it.

Purchase Orders

The Purchase Orders resource allows you to work with purchase orders. This resource supports all CRUD operations. It also supports the retrieval of a purchase order's history and enables you to add notes to it.

Receipts

As stated in Xero's API, this resource is deprecated. The Receipts resource allows you to work with draft expense claim receipts for any user. All CRUD operations are supported.

Repeating Invoices

The Repeating Invoices resource allows you to retrieve any repeating invoice templates. Also, you can retrieve an invoice's history (summary of all actions made by all users to an invoice).

Reports

The Reports resource allows you to retrieve the commonly viewed reports in Xero. These reports contain a summary of data that may be useful for your own application. Some examples of these reports are Bank Summary and Balance Sheets.

Tax Rates

The Tax Rates resource allows you to work with tax rates for a Xero organisation. Tax rates include any derived from sales, customs, or federal purposes. You can retrieve tax rates, as well as create and update one.

Tracking Categories

The Tracking Categories resource allows you to work with tracking categories and tracking options for a Xero organisation. This resource supports all CRUD operations.

Users

The Users resource allows you to retrieve the users of a Xero organisation. A Xero Organization user refers to anyone to whom you grant access to a specific organization within your list of linking Xero organizations.