ETL the Modern Way. Get your data out of Xero so you can analyze it.
Here’s a sample of the raw Xero data that Panoply will replicate to your warehouse:
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
The Tracking Categories resource allows you to work with tracking categories and tracking options for a Xero organisation. This resource supports all CRUD operations.
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.
Modernizing Xero ETL
What is ETL?
Integrating data for analytics can be especially hard in a fast-shifting, rapid growth startup environment, where relevant business data might be spread out across a collection of apps and spreadsheets. ETL (Extract, Transform, Load) tools will help you collect your data from APIs and file transfers (the Extract step), convert them into standardized analytics-ready tables (the Transform step) and put them all into a single data repository (the Load step) to centralize your analytics efforts.
The shift to ELT
The traditional ETL model is a relic of the pre-cloud era, when compute resources were expensive, and everything needed to be cleaned up before analysis. These days, moving the transformation step closer to the time of analysis is not only feasible, it’s desirable. ELT lets you load raw data, increasing your analytical flexibility and moving relevant data more quickly from your engineering team to your analytics and BI teams.
All in one Xero data pipeline
Panoply’s 80+ data connectors and built-in automated cloud data warehouse will let you go from a collection of siloed datasets to sophisticated analyses that integrate your Xero data in a matter of minutes. Panoply is the only tool that combines an ETL process with a data warehouse, giving you total control over your data from sync to storage. We’ll handle all the infrastructure so you can skip the engineering work and go straight to analysis with your favorite BI tool.
Get easy access to all your Xero data in all your tools.