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
🔧 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
📊 SQL Templates
View all →This template generates a report on journal entries from Xero, breaking down the data by year and month. It gives you a count of all journal entries and a count of individual journal lines for each journal entry within the specified periods.
This template generates a monthly invoice summary report from Xero, organizing the data by year and month. It details various invoice metrics such as the total number and amount of invoices, total tax, total amount due and paid, amount credited, and the number of unique contacts involved.
This template generates a report on invoice entries from Xero, breaking down the data by year and month. It gives detailed information on each invoice entry including various attributes such as invoice ID, description, quantity, and so on.
This template generates a report that brings together tracking details from journal and invoice records, outlining essential details including source type, source ID, and financial particulars such as net and gross amounts, tax details, and tracking categories.
This template creates a monthly sales report by analyzing invoice data. It breaks down sales numbers and revenue per product/service and item code on a monthly basis, offering a clear view of how different offerings perform over time.