To set up Xero as a source you will just need your Xero username and password. Once you click sign in with Xero you will be asked to log in, then you will be asked to select a tenant.
Data will be pulled from all tenants
To minimize the time taken to set up, the kleene integration will access data from all tenants regardless of which tenant is selected at this stage.
The first backfill for Journals reports may take some time to run due to the rate limits of Xero - in order to ensure these run successfully, it is best practice to only run 2 backfill extracts at the same time.
|Backfill||✅||All-time, apart from P&L Reports (10 Years)|
|Incremental||✅||All reports apart from Items, Accounts, Budgets, Tracking Categories, Organisations, Balance Report and P&L Report|
|⬇️ Report||🔑 Incremental key||🔑 Primary key||📄 Link to API endpoint|
|Journal Lines||Get Journals|
|Manual Journals||Get Manual Journals|
|Manual Journal Lines||Get Manual Journals|
|Credit Notes||Get CreditNotes|
|Bank Transactions||Get Bank Transactions|
|Tracking Categories||-||Get Tracking Categories|
|Over Payments||Get Overpayments|
|Pre Payments||Get Prepayments|
|Purchase Orders||Get Purchase Ordes|
|P&L Report||Profit And Loss Report|
|P&L Cash Report||Profit And Loss Cash Report|
|Bank Transfers Report||Bank Transfers Report|
|Balance Sheet Report||Balance Sheet Report|
|Organisations Report||Organisations Report|
- See info on rate limits above.
- To ensure there are no missing records, duplicates will occur with Xero. You will need to create a de-duplication transform to run after the extracts.
Updated 3 months ago