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Xero 

Xero is an online accounting software for small businesses, automating invoicing, bank reconciliations, and reporting.

Xero integration replicates data using the Xero Accounting API.

See the Schema section for a list of objects available for replication.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

Information noteMake sure that the account you use has read access to the tables you want to fetch.

To connect to the Xero integration, you need to have your client ID, client secret, user ID, and tenant ID. Follow the procedures below to copy each setting.

To obtain your client ID and secret:

  1. Log into your Xero account.
  2. Create a new app.
  3. Click Configuration on the left. The client ID and secret are displayed.
  4. As the client secret is displayed only once, copy and paste it to a secured file. Otherwise, you have to create a new app.
  5. Make sure Authorized Redirect URIs is set to https://connector.qlik.com/auth/oauth/v3.htm.

To obtain your user ID:

  1. Log into your Xero account.
  2. Select the organization in the drop-down list in the top-left corner.
  3. Select User from the menu.
  4. Select the user account you want to use.

    The user ID is part of the URL https://go.xero.com/app/.../settings/users/edit?userId=%7BTHIS_IS_THE_USER_ID%7D).

To obtain your tenant ID:

  1. Log into your Xero account.
  2. To display the tenant ID, select Show auto-generated headers.

Creating the connection

For more information, see Connecting to SaaS applications.

  1. Click Authenticate when you have filled in the required connection settings.

    You may be asked to log in to the source application.

    A window is displayed with an authentication code.

  2. Copy the code to the clipboard and return to the connection dialog.

  3. Paste the code in Complete authentication with the code provided by the source and click Verify.

    Tip noteYou may need to scroll down to see this field.

    When status is Verified, the authentication is verified.

  4. Provide a name for the connection in Connection name.

  5. Select Open connection metadata to define metadata for the connection when it has been created.

Connection settings
SettingDescription
Data gateway

Select a Data Movement gateway if required by your use case.

Information note

This field is not available with the Qlik Talend Cloud Starter subscription, as it does not support Data Movement gateway. If you have another subscription tier and do not want to use Data Movement gateway, select None.

For information on the benefits of Data Movement gateway and use cases that require it, see Qlik Data Gateway - Data Movement.

Start Date

Enter the date, in the format MM/DD/YYYY, from which the data must be replicated from your source to your target.

Include Archived ContactsSelect the check box to include archive contacts.
Client IDClient ID.
Access TokenAccess token.
Organization NameOrganization name.
Xero User IDXero user ID.
Tenant IDTenant ID.

Schema

Information note

Schemas and versioning

Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.

The schema and info displayed below is for version 1.

accounts

The accounts table contains info about the various accounts (ex: banking) connected to your Xero account.

Replication Method

CDC

Primary Key

AccountID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

bank_transactions

The bank_transactions table contains info about the bank transactions in your Xero account.

Replication Method

CDC

Primary Key

BankTransactionID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

bank_transfers

The bank_transfers table contains info about bank transfers.

Replication Method

CDC

Primary Key

BankTransferID

Replication Key

CreatedDateUTC

Useful links

Xero API method

branding_themes

The branding_themes table contains info about your branding themes. A branding theme is customization you can apply to customer-facing documents such as invoices, statements, quotes, etc.

Replication Method

Full Table

Primary Key

BrandingThemeID

Useful links

Xero API method

contact_groups

The contact_groups table contains info about your contact groups. A contact group is a group of contacts that have something in common.

Note: Due to the limits of Xero’s API, only active contact groups (Status: ACTIVE) may be retrieved.

Replication Method

Full Table

Primary Key

ContactGroupID

Useful links

Xero API method

contacts

The contacts table contains info about the customers and suppliers you do business with.

Replication Method

CDC

Primary Key

ContactID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

credit_notes

The credit_notes table contains info about credit notes. A credit note is similar to an invoice, except it reduces the amount you owe a supplier or the amount a customer owes you.

Replication Method

CDC

Primary Key

CreditNoteID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

currencies

The currencies table contains info about the currencies available in your Xero account.

Replication Method

Full Table

Primary Key

Code

Useful links

Xero API method

employees

The employees table contains info about employees.

Note: According to Xero’s documentation, the endpoint that produces this table is:

Used for an employee type used exclusively by the global Payrun functionality in Xero core accounting.

As a result, this table may not contain all employee data. Refer to the contacts table if you believe you are missing records.

Replication Method

CDC

Primary Key

EmployeeID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

expense_claims

The expense_claims table contains info about expense claims.

Replication Method

CDC

Primary Key

ExpenseClaimID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

invoices

The invoices table contains info about sales invoices, which are requests for payment for goods and services.

Replication Method

CDC

Primary Key

InvoiceID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

items

The items table contains info about the products and services you buy and sell.

Replication Method

CDC

Primary Key

ItemID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

journals

The journals table contains info about journal entries.

Replication Method

CDC

Primary Key

JournalID

Replication Key

JournalNumber

Useful links

Xero API method

linked_transactions

The linked_transactions table contains info about linked transactions. Linked transactions are transactions where line items from a purchase transaction to a customer are linked to a sales transaction.

Replication Method

CDC

Primary Key

LinkedTransactionID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

manual_journals

The manual_journals table contains info about manual journals, which are used by accountants or bookkeepers to work directly with a general ledger. For example: To record accrued expenses or completed work that wasn’t invoiced.

Replication Method

CDC

Primary Key

ManualJournalID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

organisations

The organisations table contains info about the organisations in your Xero account.

Replication Method

Full Table

Primary Key

OrganisationID

Useful links

Xero API method

overpayments

The overpayments table contains info about overpayments, which are transactions where a customer pays too much or you mistakenly overpay a supplier.

Replication Method

CDC

Primary Key

OverpaymentID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

payments

The payments table contains info about the payments recorded in your Xero account.

Replication Method

CDC

Primary Key

PaymentID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

prepayments

The prepayments table contains info about prepayments, which are payments made in advance of an invoice being raised for a customer or a bill being received from a supplier.

Replication Method

CDC

Primary Key

PrepaymentID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

purchase_orders

The purchase_orders table contains info about your purchase orders. Purchase orders are requests sent to suppliers for specific goods and services.

Replication Method

CDC

Primary Key

PurchaseOrderID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

receipts

The receipts table contains info about invoice receipts, which are receipts sent to customers after an invoice has been received.

Replication Method

CDC

Primary Key

ReceiptID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

repeating_invoices

The repeating_invoices table contains info about invoices set up to repeat in your Xero account. A repeating invoice is a recurring transaction, or a transaction that occurs on a regular basis.

Replication Method

Full Table

Primary Key

RepeatingInvoiceID

Useful links

Xero API method

tax_rates

The tax_rates table contains info about the tax rates set up in your Xero account.

Replication Method

Full Table

Primary Key

Name

Useful links

Xero API method

tracking_categories

The tracking_categories table contains info about the tracking categories in your Xero account. Tracking categories are used to track the performance of different areas of a business.

Replication Method

Full Table

Primary Key

TrackingCategoryID

Useful links

Xero API method

users

The users table contains info about the users in an organisation.

Replication Method

CDC

Primary Key

UserID

Replication Key

UpdatedDateUTC

Useful links

Xero API method

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