---
title: "Xero"
slug: "xero"
description: "Connect your Xero data to a destination with Dataddo. Connect your account and access any data available via the official Xero API. Contact us for assistance."
updated: 2023-12-29T10:26:36Z
published: 2023-12-29T10:26:36Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.dataddo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Xero

**Xero** is a cloud-based accounting software platform designed for small and medium-sized businesses. It offers tools for financial management, including features for invoicing, payroll, expense tracking, and reporting, enabling businesses to efficiently manage their finances and stay on top of their accounting tasks.

Refer to our website for [the list of metrics and attributes available in Dataddo](https://www.dataddo.com/connector/xero).

## Authorize Connection to Xero

To authorize this service, use **OAuth 2.0** to share specific data with Dataddo while keeping usernames, passwords, and other information private.

1. On the **Authorizers** page, click on [Authorize New Service](https://app.dataddo.com/service/new) and select your service.
2. Follow the on-screen prompts to grant Dataddo the necessary permissions to **access and retrieve** your data.
3. **[Optional]** Once your ***authorizer*** is created, click on it to **change the label** for easier identification.

Ensure that the account you're granting access to holds at least **admin-level permissions**. If necessary, assign a team member with the required permissions with the [authorizer role](https://docs.dataddo.com/docs/user-roles#authorizer) to authenticate the service for you.

For more information, see our article on [***authorizers***](https://docs.dataddo.com/docs/authorized-services).

## How to Create a Xero Data Source

1. On the **Sources** page, click on the [**Create Source**](https://app.dataddo.com/sources/new) button.
2. Select the connector from the list and name your ***data source***.
3. On the **Dataset** step, select your **dataset**.
          **DATADDO TIP**

          

If you're unsure which dataset to select, use the search bar to look for datasets with the desired attributes or metrics.
4. On the **Account** step select your ***authorizer*** from the drop-down menu.
          **Didn't find your authorizer?**

          

Click on **Add new Account** at the bottom of the drop-down and follow the on-screen prompts. You can also go to the **Authorizers** tab and click on [**Add New Service**](https://app.dataddo.com/service/new).
5. On the **Attributes and Metrics** step, select the **metrics and attributes** you want to extract.  

![Create a source using a custom-schema connector.](https://cdn.document360.io/084ed225-3f99-4644-a2da-39ca0cd5ef45/Images/Documentation/Create%20Source%20-%20Custom-Schema%20Connector.png)
6. On the **Metadata** step, select which [**metadata fields**](/docs/metadata-inclusion) such as extraction time to add to your data.
7. On the **Snapshot** step:
  1. Configure your [**sync frequency**](/docs/extraction#extraction-frequency) or click **Show advanced settings** to set the exact synchronization time.
          **DATADDO TIP**

          

To **load historical data**, refer to the [**Data Backfilling**](https://docs.dataddo.com/docs/data-backfilling) article.
  2. [Optional] Enable the **Allow Empty Data Extractions** toggle to allow the extraction when no data is available.
8. In the top-right corner, click **Test Data** button to preview extracted data. **Adjust the date range** for specific time frame.
9. Click on **Save** and **congratulations, your new data source is ready!**

### Advanced Settings

For the following Xero templates, you can choose to **Get Cash Transactions Only**:

- Balance Sheet
- Bank Summary
- Reports - Bank Summary
- Journals
- Journal Lines
- Journal Lines with Tracking
- Manual Journals
- Profit and Loss

Please keep in mind that this metric is not available for other templates.

---

## Troubleshooting

### Data Preview Unavailable

No data preview when you click on **Test Data** might be caused by an issue with your ***source*** configuration. The most common causes are:

- **Date range**: Try a smaller date range. You can load the rest of your data afterward via [manual data load](https://docs.dataddo.com/docs/data-backfilling).
- **Insufficient permissions**: Please make sure your authorized account has at least admin-level permissions.

## Related Articles

Now that you have successfully created a ***data source***, see how you can connect your data to a dashboarding app or a data storage.

**Sending Data to Dashboarding Apps**

- [Simple Data Integration to Dashboards](https://docs.dataddo.com/docs/simple-data-integration-to-dashboards)
- [Data Backfilling to Dashboarding Apps](https://docs.dataddo.com/docs/data-backfilling-to-dashboarding-apps)

**Sending Data to Data Storages**

- [Batch Ingestion to Data Warehouses](https://docs.dataddo.com/docs/ingestion-to-data-warehouses)
- [Data Backfilling to Storages](https://docs.dataddo.com/docs/data-backfilling-to-storages)

**Other Resources**

- [Troubleshooting](https://docs.dataddo.com/docs/troubleshooting)
- [Extraction Logs](https://docs.dataddo.com/docs/extraction-logs)
- [Data Duplication](https://docs.dataddo.com/docs/data-duplication)

Authorizers act as credentials for external services (e.g. Facebook or Google). To enable Dataddo to access and retrieve your data, you need to grant access to accounts that possess admin-level permissions or higher within these services.