Xero

Version 0.1.2

Set up


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.

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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.

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Rate Limits

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.


Features


FeatureSupportNotes
Backfill✅All-time, apart from P&L Reports (10 Years)
Incremental✅All reports apart from Items, Accounts, Budgets, Tracking Categories, Organisations, Balance Report, P&L Report, Bank Summary, Budget Summary, Executive Summary, Aged Payables, Aged Receivables
Custom backfill❌
API reliability🟢Reliable

Reports detail


⬇️ Report🔑 Incremental key🔑 Primary key📄 Link to API endpoint
JournalsCREATED_DATE_UTCJournalIDGet Journals
Journal LinesCREATED_DATE_UTCJournalNumberGet Journals
Manual JournalsUPDATED_DATE_UTCManualJournalIDGet Manual Journals
Manual Journal LinesUPDATED_DATE_UTCManualJournalIDGet Manual Journals
Accounts-AccountIDGet Accounts
Credit NotesUPDATED_DATE_UTCCreditNoteIDGet CreditNotes
InvoicesUPDATED_DATE_UTCInvoiceIDGet Invoices
ContactsUPDATED_DATE_UTCContactIDGet Contacts
Bank TransactionsUPDATED_DATE_UTCBankTransactionIDGet Bank Transactions
Tracking Categories-TrackingCategoryIDGet Tracking Categories
PaymentsUPDATED_DATE_UTCPaymentIDGet Payments
Budgets-BudgetIDGet Budgets
Budget Lines-BudgetID, AccountIDGet Budget Lines
Items-ItemIDGet Items
Over PaymentsUPDATED_DATE_UTCOverpaymentIDGet Overpayments
Pre PaymentsUPDATED_DATE_UTCPrepaymentIDGet Prepayments
Purchase OrdersUPDATED_DATE_UTCPurchaseOrderIDGet Purchase Orders
P&L ReportN/AN/AProfit And Loss Report
Trial Balance ReportDATETIMEN/ATrial Balance Report
Bank Transfers ReportCREATED_DATE_UTCN/ABank Transfers Report
Balance Sheet ReportN/AN/ABalance Sheet Report
Organisations ReportN/AN/AOrganisations Report
Bank Summary ReportN/AN/ABank Summary Report
Budget Summary ReportN/AN/ABudget Summary Report
Executive Summary ReportN/AN/AExecutive Summary Report
Aged Payables By Contact ReportN/AN/AAged Payables By Contact Report
Aged Receivables By Contact ReportN/AN/AAged Receivables By Contact Report

Limitations


  • 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.