Xero

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

Syncing your {{data_source}} data into your Panoply data warehouse makes it easy to integrate with all your relevant business data for easy, up-to-date, and replicable analysis.

All your business data in one place

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Xero Data Warehouse

Panoply allows you to easily combine Xero data with hundreds of sources
Data sources commonly paired with Xero
Xero + HubSpot
HubSpot
CRM
Xero + Google Analytics
Google Analytics
Analytics
Xero + MySQL
MySQL
Databases
Xero + Google Sheets
Google Sheets
Files
Xero + Zendesk
Zendesk
Customer Support
Xero + Stripe
Stripe
Payment Processing
Xero + Facebook Pages
Facebook Pages
Social
Xero + Google Ads
Google Ads
Ads
Xero + PostgreSQL
PostgreSQL
Databases
Xero + Salesforce
Salesforce
Sales
Xero + MongoDB
MongoDB
Databases
Xero + Amazon S3
Amazon S3
Services
Xero + Facebook Ads
Facebook Ads
Ads
Xero + Shopify
Shopify
Ecommerce
Xero + JSON
JSON
Files
Xero + Microsoft Azure SQL Data Warehouse
Microsoft Azure SQL Data Warehouse
Data Warehouses
Xero + Twitter
Twitter
Social
Xero + BigQuery
BigQuery
Data Warehouses
Xero + CSV
CSV
Files
Xero + Google Cloud Datastore
Google Cloud Datastore
Cloud Storage
Xero + Google Search Console
Google Search Console
Analytics
Xero + Instagram
Instagram
Social
Xero + LinkedIn Ads
LinkedIn Ads
Ads
Xero + Segment
Segment
Analytics
Xero + Twitter Ads
Twitter Ads
Ads
Xero + Marketo
Marketo
Marketing Automation
Xero + Asana
Asana
Project Management
Xero + Intercom
Intercom
Customer Support
Xero + Amazon DynamoDB
Amazon DynamoDB
Databases
Xero + AppsFlyer
AppsFlyer
Mobile
Xero + Bing Ads
Bing Ads
Ads
Xero + Delighted
Delighted
Customer Support
Xero + Elasticsearch
Elasticsearch
Databases
Xero + Facebook Posts
Facebook Posts
Social
Xero + GitHub
GitHub
Developer Tools
Xero + Google Analytics Ecommerce
Google Analytics Ecommerce
Ecommerce
Xero + Google Cloud Storage
Google Cloud Storage
Cloud Storage
Xero + MailChimp
MailChimp
Marketing Automation
Xero + Microsoft SQL Server
Microsoft SQL Server
Databases
Xero + Pardot
Pardot
CRM
Xero + Redshift
Redshift
Data Warehouses
Xero + Twilio
Twilio
Developer Tools
Xero + Upload Data
Upload Data
Files
Xero + Wordpress
Wordpress
Developer Tools
Xero + Zoho CRM
Zoho CRM
CRM
Xero + Tray.io
Tray.io
Services
Xero + Google Drive
Google Drive
Files
Xero + Snowplow
Snowplow
Analytics
Xero + Zapier
Zapier
Services
Xero + AdRoll
AdRoll
Ads
Xero + AfterShip
AfterShip
Retail
Xero + Amazon Aurora PostgreSQL
Amazon Aurora PostgreSQL
Databases
Xero + Amazon Cloudfront
Amazon Cloudfront
Services
Xero + Amazon Kinesis Firehose
Amazon Kinesis Firehose
Services
Xero + Apple Search Ads
Apple Search Ads
Ads
Xero + Autopilot
Autopilot
Marketing Automation
Xero + Azure Blob Storage
Azure Blob Storage
Cloud Storage
Xero + Braintree Payments
Braintree Payments
Payment Processing
Xero + Branch
Branch
Analytics
Xero + BranchTrack
BranchTrack
Sales
Xero + Codat
Codat
Accounting
Xero + Contact Pigeon
Contact Pigeon
Marketing Automation
Xero + Contentful
Contentful
Services
Xero + Crashlytics
Crashlytics
Developer Tools
Xero + Criteo
Criteo
Retail
Xero + Customer.io
Customer.io
Marketing Automation
Xero + Desk
Desk
Sales
Xero + Drip
Drip
Ecommerce
Xero + Eloqua
Eloqua
Marketing Automation
Xero + Enchant
Enchant
Customer Support
Xero + FormKeep
FormKeep
Marketing Automation
Xero + Freshdesk
Freshdesk
Customer Support
Xero + Front
Front
Project Management
Xero + GitLab
GitLab
Developer Tools
Xero + Google Cloud SQL MySQL
Google Cloud SQL MySQL
Databases
Xero + Google Cloud SQL Postgres
Google Cloud SQL Postgres
Cloud Storage
Xero + Harvest
Harvest
Project Management
Xero + Help Scout
Help Scout
Customer Support
Xero + IBM DB2
IBM DB2
Developer Tools
Xero + Iterable
Iterable
Marketing Automation
Xero + Klaviyo
Klaviyo
Ecommerce
Xero + Mailjet
Mailjet
Marketing Automation
Xero + MariaDB
MariaDB
Databases
Xero + Mavenlink
Mavenlink
Project Management
Xero + NetSuite
NetSuite
Accounting
Xero + Particle
Particle
Services
Xero + Pinterest
Pinterest
Social
Xero + Pipedrive
Pipedrive
Sales
Xero + Pivotal Tracker
Pivotal Tracker
Project Management
Xero + QuickBase
QuickBase
Developer Tools
Xero + Quickbooks
Quickbooks
Accounting
Xero + Recharge
Recharge
Payment Processing
Xero + Recurly
Recurly
Payment Processing
Xero + Referral SaasQuatch
Referral SaasQuatch
Marketing Automation
Xero + SFTP
SFTP
Services
Xero + Sailthru
Sailthru
Marketing Automation
Xero + Salesforce IQ
Salesforce IQ
Sales
Xero + Salesforce Marketing Cloud
Salesforce Marketing Cloud
Marketing Automation
Xero + Selligent
Selligent
Marketing Automation
Xero + SendGrid
SendGrid
Marketing Automation
Xero + Sendwithus
Sendwithus
Marketing Automation
Xero + Shippo
Shippo
Ecommerce
Xero + Sparkpost
Sparkpost
Marketing Automation
Xero + Spree Commerce
Spree Commerce
Ecommerce
Xero + Square
Square
Payment Processing
Xero + Taboola
Taboola
Ads
Xero + Trello
Trello
Project Management
Xero + Urban Airship
Urban Airship
Services
Xero + Vero
Vero
Social
Xero + Webhooks
Webhooks
Developer Tools
Xero + Zendesk Chat
Zendesk Chat
Customer Support
Xero + Zendesk Sell
Zendesk Sell
CRM
Xero + Zuora
Zuora
Services
Xero + optimizely
optimizely
Marketing Automation
Xero + Dropbox
Dropbox
Files
Xero + Heroku Postgres
Heroku Postgres
Databases

Modernizing Xero

What is data integration?

Your Xero data is valuable, but it's way more valuable when it can be analyzed alongside data from other sources to create a whole picture of your business. Data integration allows you to see all the inputs and outputs of your business side by side: the cost with the benefit, and the what with the why.

Without the right tools, your data integration efforts can quickly turn into a mess of partially merged spreadsheets that are out of data almost as soon as analysts get their hands on them. With a data warehouse, data integration gets significantly easier. Instead of constantly scrambling to keep your data merged and up-to-date across your organization, you’ll have all your data in one place with a consistent format, creating an always-up-to-date, single source of truth for business intelligence and other analytical applications.

Benefits of a data warehouse

Data warehouses are purpose-built for providing access to data: Data is stored in the cloud and regularly synced, so there is no need to bother with frequent CSV downloads or worry about API limits or excessive demand on an application.

With a data warehouse, All your data is stored in pre-processed tables, ready for integrated analysis with SQL or other BI tools. You own your data. No need to worry about losing data when changing vendors or APIs are deprecated. What you collect, you keep. Compared to the mess created by relying on separate operational systems like application databases, CRMs, file systems, or ecommerce platforms, choosing a data warehouse should be a no brainer.

Your Xero data warehouse

If the idea of designing, building and maintaining a data warehouse sounds too complex, don’t worry. Panoply is a data warehouse as a service, so there’s no need to manage complex infrastructure or build out a data engineering team to realize the benefits of a data warehouse.

With Panoply, your data will be optimized for analysis—data is automatically structured for analytics, and our system is optimized for reading it quickly and efficiently. Our suite of 80+ integrations lets you connect almost any BI tool or data source to a single data warehouse, meaning you’ll get the same results across all tools. Panoply data warehouses allow for unlimited users and queries, with secure but agile data access management that let you control who can access data at the individual table level. In short, there’s no easier way for your team to access your {data source} data and integrate it with other business data and analytical tools.

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

It just works and it's smart. Panoply solves all of the admin headaches and gives my clients a performant and easy-to-use data warehouse.
Aron Clymer - Dataclymer
Read the customer success story

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