Xero
Xero is a cloud-based accounting software designed for small and medium-sized businesses. It offers a comprehensive set of tools and features that simplify and streamline financial management tasks, helping businesses stay on top of their finances.
Supported Features
| Feature name | Supported | |
|---|---|---|
| Column Hashing | True | Field level |
| Blocking | True | Field level |
| Incremental | True | |
| Custom data | False | |
| History | False | |
| ReSync | True | Table level |
| Templates | True |
Data Schema
π§ Setup Guide
Prerequisites
To connect your Xero account to Weld, you need access to a Xero developer account.
Step 1 - Create a Xero app
- Log in to your Xero developer account
- In the right top corner click New app
- Enter a name for the app
- Select Web app as the integration type
- Enter your company url in the Company or application URL field
- In the Redirect URI field enter
https://api.weld.app/connections/oauth/xero/redirect - Click Create app
Step 2 - Create a client secret
The newly created app will open.
- On the left side menu, select Configuration
- Click Generate a secret
- Copy the secret and store it somewhere safe because you will not see it again after leaving this page or saving. You will need the Client id and the Client secret to configure your connector in Weld.
- Click Save.
Step 3 - Connect Xero to Weld
- Fill out the Weld connection form with your client id and client secret
- Click
Authorize - Follow the instructions
π SQL Templates
Get started with Xero SQL Templates
Get inspiration on how to model your data, with our collection of foundational SQL templates we have battle-tested at Weld. All the templates work out of the gate with the Weld data integrations for Xero.