Panoply utilizes Xero's REST API to collect data into your Panoply data warehouse.
Metadata
Panoply inserts the following metadata fields into each table collected:
__organisation_name: The connected Xero organization name.__organisation_id: The connected Xero organization id.__resource: The name of the selected resource.
Xero Endpoints
Panoply supports up to 30 different endpoints:
- Accounts
- Bank Transactions
- Bank Transfers
- Batch Payments
- Branding Themes
- Contact Groups
- Contacts
- Credit Notes
- Invoices
- Items
- Journals
- Manual Journals
- Organisations
- Overpayments
- Payments
- Prepayments
- Purchase Orders
- Quotes
- Repeating Invoices
- Report: Aged Payables By Contact
- Report: Aged Receivables By Contact
- Report: Balance Sheet
- Report: Bank Summary
- Report: Budget Summary
- Report: Executive Summary
- Report: Profit And Loss
- Report: Ten Ninety Nine
- Report: Trial Balance
- Tax Rates
- Users