Xero

Xero API is cloud-based accounting software geared towards small and medium businesses that need a comprehensive tool to manage their financial data.

Panoply makes it easier than ever to access your Xero data. Explore it in SQL or connect your favorite BI tools and analytical notebooks for custom data visualization and advanced analytics.

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Xero BI Integrations

Modernizing Xero BI

Preparing for analytics

Do you spend more time on data preparation or analysis? If you’re like most data analysts, you spend most of your time exporting CSVs, hacking spreadsheets, maintaining Python scripts, and managing databases. And you do all this hard work just for managers to ask why your reports don’t include today’s data. Your data deserves better, and so do you.

Automating data management

That laborious process of syncing and synthesizing data is called data management. Yes, it’s important—everyone knows good analysis requires good data. But every minute spent managing data is a minute that could be spent on analytics. The good news is that these processes can be automated and managed in the cloud without any complicated scripts or engineering expertise.

Your Xero data analytics platform

Panoply is the easiest way to sync, store, and access your Xero from all your business intelligence tools and analytical notebooks. It only takes a few minutes to connect your Xero data to Panoply. Once connected, Panoply will automatically refresh your data as it changes. There are no scripts to maintain or processes to manage. You can focus on what matters your data and your business.

Panoply makes your Xero data accessible
so you can analyze it

Expected Xero Data
Here’s a sample of the Xero data that you can sync, store, and access with Panoply:
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.

Screenshots

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
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