Xero

Dataddo Xero connector enables simple API data extraction without writing a single line of code.

In this article, we are going to first explain what the Xero Dataddo integration does, then we will go through the steps of creating a data source including authorization of your Xero account, next we will walk you through creating a data flow, i.e. connecting your data source to a destination, and finally, we will answer some frequently asked questions.

Data Integration

Dataddo's Xero connector can extract all the data available through the official Xero API and connect them to a dashboarding or BI app or a data warehouse such as Power BI, Google Data Studio, MySQL, and many more. The data are separated into different datasets such as Accounts, Bank Transactions, Contacts, Journals and the full list of available API endpoints can be found in the official Xero API documentation. You can set up an automatic synchronization to have your data pulled from Xero hourly, daily, weekly, or monthly giving you almost real-time access to all the data you need.

Creating a Xero Data Source

To create a Xero data source, navigate to Sources at the top left of the Dataddo app.

Then click on New Sources from the top right corner.

From the list of connectors, choose the Xero connector.

You will be redirected into the Xero connector where you can select the required Dataset.

If you are not sure which Dataset you need, but -for example- know which metrics and attributes you are looking for, you can use the Search for Dataset function on the left or you can browse through all the available attributes and metrics for each Dataset by clicking on the right arrow.

Missing metric or attribute?

If you feel like some metrics or attributes that you would like to use are missing, you can contact us or create a ticket and we will add it for you if possible.


Once you select a Dataset, you can start with the configuration by clicking on Next. You will be requested to give Dataddo authorization to connect with your Xero account.

Your Xero Account will be automatically assigned after the authorization process and you will be asked to select your Xero Tenant. If you have more than one Xero account connected to Dataddo, your other accounts can be seen and selected in the drop-down Xero Account menu.

Next, you can name your data source and select the required attributes.

Lastly, you will need to set up your snapshotting preferences. To help you with the snapshotting setting, you can follow our suggestions depending on your destination.

  • Click on the option "Dashboarding App" if you want your data to connect to applications like Google Data Studio, Power BI, or Tableau.
  • Click on the option "Data Warehouse" If you want your data to be sent to warehouse storage, like MySQL, Big Query, or PostgreSQL.
  • If you are already experienced with the snapshotting setup, you can go ahead and process without selecting the two options.

You can check whether the suggested setting suits you, or you can make amends and configure your snapshotting preferences, choosing Snapshotting frequency, and Snapshotting retention yourself. 


Now you are all set and ready. Click on See Preview to review all the selections made by you before saving the Data Source using the buttons in the top right corner - either Save and Exit or Save & Create Flow.

Creating a Xero Data Flow

Data flows allow you to orchestrate the integration of your data from various online services (in our case Xero) to your desired destinations including BI tools such as Tableau or Google Data Studio, as well as big data storages such as Google Big Query or AWS Redshift, file storages or SQL-based data warehouses. Within a single data flow, you can include data from multiple data connections. This is particularly handy for organizations that handle multiple social network accounts those that need to merge data from different services together for a consolidated output.

To create a Xero data flow, navigate to Data Flows at the top left of the Dataddo app.

Then click on New Flow in the top right corner.

Click on Add Source.

Below, you will see all the data sources you have created and saved earlier. Select one of the data sources from below.

Once you click on the data source, you will have a data preview of your dataset. If you happen to have another source with the same columns (for example for a different Xero account or tenant), you can add this as well, creating one final table in your destination instead of two.

If everything looks ok, you can go ahead and select the destination where you want us to send your data to. Click on Add Destination.

You can set the destination based on the saved destinations you have created before, or you can simply Create a New Destination.Once you select the destination that you want us to send your data to, you can go ahead and press Configuration.

Now you can label the Data Flow and then click on Create Flow.

Lastly, if you selected a dashboarding or BI app, you will need to configure your dashboard by following the steps in the Configure dashboard window, using the Dataddo API keys and API Endpoints ID.

Data Blending

In the data blending mode, you can merge two data sources to one destination, to have a more versatile data flow. To blend data, first, turn on the data blending mode.

Choose two data sources to blend them together.

In here, you need to select a Left Source Column and a Right Source Column of the same type, in order to join the two sources together. You can also exclude a column from the final result by just click on it.

You can select the type of joining for the data sources.

  • Left Join returns records from the left column source and those records that satisfy a condition from the right column source. In this example, CurrencyCode.
  • Inner Join returns records which values are only matching in both column sources.

You can have more than one operation. Just click on Add Operation to have another JOIN connection. (Optional)

Finally, you can choose a destination where you want us to move the dataset. Name the data flow, and press on Configuration.

FAQ

  • No data?

                 

Do not worry, this is a common issue that occurs to many users. Quick ways to fix this issue:

  1. Your account might not have any records for the dates you specified. Try changing the date range to a different date or a longer period (last 30 days, this year) to obtain data.
  2. You could have made a slight mistake when configuring your account, but it's ok. You can restart the process of configuration again and check the connector configuration. You can also try to use a different account or different combination of metrics.

  • Problem Connecting?

                  

If you get the 'Something went wrong' message, please make sure that your account has sufficient permissions and the configuration looks correct. If these issues are still persistent. You can contact us or create a ticket and we will address it as soon as possible.

 

  • How to deactivate Dataddo account?

Screenshot 2021-01-08 at 14.52.22

Check whether your account has the correct permissions to access this dataset. Navigate to Settings > Connected accounts. If your account is OK, click on Test. If your account is broken, click on re-authorize

  • Want to deactivate your account?

If you want to deactivate your Dataddo account, you can contact us or create a ticket and we will handle it as soon as possible.


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