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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.

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.

Sync Xero data with multiple sources in Panoply, then access it via your BI tool

Xero + AdRoll
AdRoll
Ads
Xero + AfterShip
AfterShip
Retail
Xero + Alteryx
Alteryx
ETL
Xero + Amazon Ads
Amazon Ads
Ads
Xero + Amazon Aurora PostgreSQL
Amazon Aurora PostgreSQL
Databases
Xero + Amazon Cloudfront
Amazon Cloudfront
Services
Xero + Amazon DynamoDB
Amazon DynamoDB
Databases
Xero + Amazon Kinesis Firehose
Amazon Kinesis Firehose
Services
Xero + Amazon Marketplace
Amazon Marketplace
E-commerce
Xero + Amazon QuickSight
Amazon QuickSight
BI Tools
Xero + Amazon S3
Amazon S3
Services
Xero + Amazon Seller
Amazon Seller
Retail
Xero + Apache Superset
Apache Superset
BI Tools
Xero + Apache Zeppelin
Apache Zeppelin
BI Tools
Xero + Apple App Store
Apple App Store
Mobile
Xero + Apple Search Ads
Apple Search Ads
Ads
Xero + AppsFlyer
AppsFlyer
Mobile
Xero + Asana
Asana
Project Management
Xero + Attunity
Attunity
ETL
Xero + Autopilot
Autopilot
Marketing Automation
Xero + Azure Blob Storage
Azure Blob Storage
Cloud Storage
Xero + BigCommerce
BigCommerce
E-commerce
Xero + BigQuery
BigQuery
Data Warehouses
Xero + Bing Ads
Bing Ads
Ads
Xero + Birst
Birst
BI Tools
Xero + Braintree Payments
Braintree Payments
Payment Processing
Xero + Branch
Branch
Analytics
Xero + BranchTrack
BranchTrack
Sales
Xero + Campaign Monitor
Campaign Monitor
Marketing Automation
Xero + CaptivateIQ
CaptivateIQ
Sales
Xero + CARTO
CARTO
BI Tools
Xero + Chargebee
Chargebee
Accounting
Xero + Clari
Clari
Sales
Xero + Close
Close
Sales
Xero + Codat
Codat
Accounting
Xero + Contact Pigeon
Contact Pigeon
Marketing Automation
Xero + Contentful
Contentful
Services
Xero + Count
Count
BI Tools
Xero + Crashlytics
Crashlytics
Developer Tools
Xero + Criteo
Criteo
Retail
Xero + CSV
CSV
Files
Xero + Customer.io
Customer.io
Marketing Automation
Xero + Databricks
Databricks
BI Tools
Xero + Delighted
Delighted
Customer Support
Xero + Desk
Desk
Sales
Xero + Domo
Domo
BI Tools
Xero + Draxlr
Draxlr
BI Tools
Xero + Drip
Drip
E-commerce
Xero + Dropbox
Dropbox
Files
Xero + EasyPayDirect
EasyPayDirect
Payment Processing
Xero + Elasticsearch
Elasticsearch
Databases
Xero + Eloqua
Eloqua
Marketing Automation
Xero + Enchant
Enchant
Customer Support
Xero + etleap
etleap
ETL
Xero + Facebook Ads
Facebook Ads
Ads
Xero + Facebook Pages
Facebook Pages
Social
Xero + Facebook Posts
Facebook Posts
Social
Xero + Fivetran
Fivetran
ETL
Xero + FormKeep
FormKeep
Marketing Automation
Xero + Freshdesk
Freshdesk
Customer Support
Xero + Front
Front
Project Management
Xero + GitHub
GitHub
Developer Tools
Xero + GitLab
GitLab
Developer Tools
Xero + GoodData
GoodData
BI Tools
Xero + Google Ads
Google Ads
Ads
Xero + Google Analytics
Google Analytics
Analytics
Xero + Google Analytics Ecommerce
Google Analytics Ecommerce
E-commerce
Xero + Google Cloud SQL MySQL
Google Cloud SQL MySQL
Databases
Xero + Google Cloud SQL Postgres
Google Cloud SQL Postgres
Cloud Storage
Xero + Google Cloud Storage
Google Cloud Storage
Cloud Storage
Xero + Google Drive
Google Drive
Files
Xero + Google Search Console
Google Search Console
Analytics
Xero + Google Sheets
Google Sheets
Files
Xero + Grafana
Grafana
BI Tools
Xero + Grin
Grin
Services
Xero + Harvest
Harvest
Project Management
Xero + Harvest Forecast
Harvest Forecast
Project Management
Xero + Help Scout
Help Scout
Customer Support
Xero + Heroku Postgres
Heroku Postgres
Databases
Xero + Holistics
Holistics
BI Tools
Xero + HubSpot
HubSpot
CRM
Xero + IBM Cognos
IBM Cognos
BI Tools
Xero + IBM DB2
IBM DB2
Developer Tools
Xero + Informatica PowerCenter
Informatica PowerCenter
ETL
Xero + Instagram for Business
Instagram for Business
Social
Xero + Intercom
Intercom
Sales
Xero + Invoiced
Invoiced
Services
Xero + Iterable
Iterable
Marketing Automation
Xero + Jira
Jira
Project Management
Xero + JSON
JSON
Files
Xero + Julia
Julia
BI Tools
Xero + Jupyter
Jupyter
BI Tools
Xero + Kandji
Kandji
Security
Xero + Klaviyo
Klaviyo
E-commerce
Xero + Klipfolio
Klipfolio
BI Tools
Xero + KNIME
KNIME
BI Tools
Xero + LeafLink
LeafLink
Retail
Xero + Lever
Lever
CRM
Xero + LinkedIn Ads
LinkedIn Ads
Ads
Xero + Looker
Looker
BI Tools
Xero + Looker Studio
Looker Studio
BI Tools
Xero + Luzmo
Luzmo
BI Tools
Xero + Magento
Magento
E-commerce
Xero + MailChimp
MailChimp
Marketing Automation
Xero + Mailjet
Mailjet
Marketing Automation
Xero + MariaDB
MariaDB
Databases
Xero + Marketo
Marketo
Marketing Automation
Xero + Matillion
Matillion
ETL
Xero + Mavenlink
Mavenlink
Project Management
Xero + Maverick Payments
Maverick Payments
Payment Processing
Xero + Maxio
Maxio
Accounting
Xero + Metabase
Metabase
BI Tools
Xero + Microsoft Excel
Microsoft Excel
Files
Xero + Microsoft OneDrive
Microsoft OneDrive
Cloud Storage
Xero + Microsoft SQL Server
Microsoft SQL Server
Databases
Xero + MicroStrategy
MicroStrategy
BI Tools
Xero + Mode Analytics
Mode Analytics
BI Tools
Xero + MongoDB
MongoDB
Databases
Xero + MySQL
MySQL
Databases
Xero + NetSuite
NetSuite
Accounting
Xero + Optimizely
Optimizely
Marketing Automation
Xero + Oracle Database
Oracle Database
Databases
Xero + Pandas
Pandas
BI Tools
Xero + Panintelligence
Panintelligence
BI Tools
Xero + Pardot
Pardot
CRM
Xero + Particle
Particle
Services
Xero + Payline
Payline
E-commerce
Xero + PayPal
PayPal
E-commerce
Xero + Pentaho
Pentaho
BI Tools
Xero + Pinterest
Pinterest
Social
Xero + Pipedrive
Pipedrive
Sales
Xero + Pivotal Tracker
Pivotal Tracker
Project Management
Xero + Plotly
Plotly
BI Tools
Xero + PopSQL
PopSQL
BI Tools
Xero + PostgreSQL
PostgreSQL
Databases
Xero + Power BI
Power BI
BI Tools
Xero + Python
Python
BI Tools
Xero + Qlik
Qlik
BI Tools
Xero + QuickBase
QuickBase
Developer Tools
Xero + Quickbooks
Quickbooks
Accounting
Xero + R
R
BI Tools
Xero + Rakuten
Rakuten
Services
Xero + Recharge
Recharge
Payment Processing
Xero + Recurly
Recurly
Payment Processing
Xero + Redash
Redash
BI Tools
Xero + Reddit
Reddit
Social
Xero + Redshift
Redshift
Data Warehouses
Xero + Referral SaasQuatch
Referral SaasQuatch
Marketing Automation
Xero + RingCentral
RingCentral
Xero + Rivery
Rivery
ETL
Xero + Sailthru
Sailthru
Marketing Automation
Xero + Salesforce
Salesforce
CRM
Xero + Salesforce Marketing Cloud
Salesforce Marketing Cloud
Marketing Automation
Xero + SeekWell
SeekWell
BI Tools
Xero + Segment
Segment
Analytics
Xero + Selligent
Selligent
Marketing Automation
Xero + SendGrid
SendGrid
Marketing Automation
Xero + Sendwithus
Sendwithus
Marketing Automation
Xero + SentinelOne
SentinelOne
Security
Xero + SFTP
SFTP
Services
Xero + Shiny
Shiny
BI Tools
Xero + Shippo
Shippo
E-commerce
Xero + Shopify
Shopify
E-commerce
Xero + Singer
Singer
ETL
Xero + Skyvia
Skyvia
ETL
Xero + SnapLogic
SnapLogic
ETL
Xero + Sparkpost
Sparkpost
Marketing Automation
Xero + SphereWMS
SphereWMS
Services
Xero + Spree Commerce
Spree Commerce
E-commerce
Xero + SQL
SQL
BI Tools
Xero + Square
Square
Payment Processing
Xero + Stitch
Stitch
ETL
Xero + Stripe
Stripe
Payment Processing
Xero + Sybase
Sybase
ETL
Xero + Tableau
Tableau
BI Tools
Xero + Taboola
Taboola
Ads
Xero + Talend
Talend
ETL
Xero + Teachable
Teachable
Services
Xero + ThoughtSpot
ThoughtSpot
BI Tools
Xero + TIBCO Spotfire X
TIBCO Spotfire X
BI Tools
Xero + TikTok
TikTok
Social
Xero + Tray.io
Tray.io
Services
Xero + Trello
Trello
Project Management
Xero + Trevor.io
Trevor.io
BI Tools
Xero + Twilio
Twilio
Developer Tools
Xero + Twitter
Twitter
Social
Xero + Twitter Ads
Twitter Ads
Ads
Xero + Typeform
Typeform
Services
Xero + Upload Data
Upload Data
Files
Xero + Urban Airship
Urban Airship
Services
Xero + Vero
Vero
Social
Xero + Webhooks
Webhooks
Developer Tools
Xero + WooCommerce
WooCommerce
E-commerce
Xero + Wordpress
Wordpress
Databases
Xero + Xplenty
Xplenty
ETL
Xero + Yellowfin
Yellowfin
BI Tools
Xero + Zapier
Zapier
Services
Xero + Zendesk
Zendesk
Customer Support
Xero + Zendesk Chat
Zendesk Chat
Customer Support
Xero + Zendesk Sell
Zendesk Sell
CRM
Xero + Zoho Analytics
Zoho Analytics
BI Tools
Xero + Zoho CRM
Zoho CRM
CRM
Xero + Zoom
Zoom
Services
Xero + Zuora
Zuora
Services
“ Panoply has given us drastic improvements in query speed and brought all our data in one place. Our visualizations are much more fast and efficient.
Andrew Zeck - CTO and Co-founder, Saucey