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Xero Collectors

Overview

DataBlend collects the following Xero data types:

  • Aged Payables by Contact

  • Aged Receivables by Contact

  • Accounts

  • Attachments

  • Balance Sheet

  • Bank Summary

  • Budget Summary

  • Bank Transactions

  • Contacts

  • Credit Notes

  • Executive Summary

  • Invoices

  • Journals

  • Linked Transactions

  • Payments

  • Profit/Loss

  • Report by ID

  • Tracking Categories

  • 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.