Xero Collectors
Overview
DataBlend collects the following Xero data types:
-
Aged Payables by Contact
-
Aged Receivables by Contact
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Accounts
-
Attachments
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Balance Sheet
-
Bank Summary
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Budget Summary
-
Bank Transactions
-
Contacts
-
Credit Notes
-
Executive Summary
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Invoices
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Journals
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Linked Transactions
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Payments
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Profit/Loss
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Report by ID
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Tracking Categories
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Trial Balance
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.