Overview
DataBlend collects the following Xero data types:
- Accounts
- Balance Sheet
- Bank Transactions
- Invoices
- Profit/Loss
- Trial Balance
- Linked Transactions
- Journals
Configuration
|
Field |
Required/ Optional |
Comments |
|---|---|---|
|
Type |
Required |
Xero |
|
Name |
Required |
Descriptive free-text name for the collector |
|
Data Source |
Required |
Select a pre-configured data source from the drop down or click Create New to create a new data source. |
|
Schema |
Required |
Enter a name for the schema where the collected data will be stored. This can be a pre-configured schema or a new schema which will be created the first time the collector is run. |
|
Credential |
Required |
Select a pre-configured Xero credential from the drop-down. |
|
Tenant ID |
Required |
Select from the drop-down menu. |
|
Xero Collection Type |
Required |
Select from drop-down menu. |
|
Date |
Required |
Select a desired date. |
To learn more about Xero API requirements, please visit Accounting API Bank Transactions — Xero Developer.