Xero to PostgreSQL integration
Connect Xero to PostgreSQL and automatically sync your finance & accounting data. Weld extracts Invoices, Contacts, Accounts, and Bank Transactions from Xero, loads them into PostgreSQL, and lets you transform the data using SQL or dbt, no custom scripts required.
Source
WarehouseSourceXeroConnected- account21 cols
- payment28 cols
- tracking_category5 cols
- contact36 cols
- bank_transaction_line_item14 cols
- journal_line14 cols
- Extract
- Load
- Keep in sync
DestinationPostgreSQLReady- xero.accountSynced
- xero.paymentSyncing
- xero.tracking_categorySynced
- xero.contactSynced
- xero.bank_transaction_line_itemSynced
- xero.journal_lineSynced
- Xero tables
- 31
- fields, typed
- 426
- relationships kept
- 11
- agent context included
- MCP
Trusted by data and AI teams
How to set up Xero to PostgreSQL in Weld.
In the app, with the API or an agent.
New connectionXeroAuthorisedWhy sync Xero to PostgreSQL?
Ready for analysis.
Centralizing your Xero data in PostgreSQL lets you join it with other data sources for cross-platform analytics and deeper insights.
Build reliable dashboards and reports by querying Xero data directly in PostgreSQL using SQL or your preferred BI tool.
Financial reporting
Centralize Invoices, Contacts, and Accounts from Xero in PostgreSQL for automated financial dashboards and month-end close analysis.
Centralized data warehouse
Bring Xero data into PostgreSQL alongside other sources to create a single source of truth for your organization.
Automated reporting
Replace manual exports and spreadsheet-based reporting with automated pipelines from Xero to PostgreSQL. Connect BI tools like Looker, Metabase, or Power BI.
What data can you sync?
Every Xero table, keys intact.
Weld syncs the following data objects from Xero into PostgreSQL. The exact tables and fields depend on your Xero configuration and the permissions granted during setup.
- account
- payment
- tracking_category
- contact
- bank_transaction_line_item
- journal_line
- credit_note_line_item
- credit_note_payment
- budget_tracking
- budget_tracking_option
- budget_balance
- profit_and_loss_report
- budget_line
- contact_group_contact
- invoice_payment
- bank_transaction
- invoice
- organisation
- quote
- credit_note
- quote_line_item
- invoice_line_item
- balance_sheet_report
- contact_address
- tracking_category_option
- credit_note_allocation
- journal
- contact_phone
- budget
- contact_group
- and 1 more
Ask your agent.
It queries PostgreSQL for you.
Connect Claude, Cursor, ChatGPT or your own agent to Weld over MCP. It reads the Xero context, finds the tables it needs and runs the query in PostgreSQL.
How many account rows do we have per account? Use our Xero data in PostgreSQL.
Reading the Xero context first, so the query uses the right tables and keys.
Technical considerations.
What to expect.
- Incremental syncing
- Weld uses incremental syncing where supported by the Xero API, loading only new and updated records to minimize data transfer and warehouse costs.
- Schema handling
- Weld automatically manages schema changes. If Xero adds new fields, they're detected and added to the corresponding PostgreSQL tables.
- Data freshness
- Sync frequency depends on your Weld plan. Most connectors support schedules from every 5 minutes up to daily intervals.
- Security
- All data is encrypted in transit (TLS) and at rest. Weld is SOC 2 Type II compliant and supports IP whitelisting for database connections.
Keep reading.
Guides, docs and schema.
Common questions.
About Xero to PostgreSQL.
Start syncing Xero to PostgreSQL.
Set up your Xero data pipeline in minutes. No credit card required. Free for 14 days.
SourceWarehouse
