Xero Connector

Windsor.ai offers an easy-to-use codeless connector for Xero. The connector helps you export data from Xero to various destinations, including spreadsheets, databases, and data visualization applications. Enjoy fast and stress-free data transfers without any coding skills.

About Xero

Xero is an online accounting solution. It is designed for small and medium-sized businesses. The purpose of Xero is to help businesses maintain accurate books of accounts. Using Xero, businesses can record sales and expenses as they occur. The business can also maintain lists of products and services offered and manage assets while at the same time accounting for depreciation. Businesses also find Xero useful in tracking GST and corporate taxes. With the online solution, Xero ensures that business owners can access all accounting data no matter the time or location.

Xero connector

Start analyzing your Xero data in minutes

Do you plan to connect and visualize your Xero in data visualisation, data storage, data warehouse or BI tool?

Follow the Tutorial Below:

 

Step 1:

You need to select Xero as a Data Source and grant access to Windsor.ai.

Xero source

Step 2:

Select the fields on the right to later use in your data source. For example, you can include metrics such as Cost per Click, Cost per Action or Total Spend.

field

 

Step 3:

Select a destination to get Xero data into

select destination

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Data Destinations for Xero

Detailed Information About Xero

Xero is a fully-featured accounting system. That means the software solution complies with professional accounting standards and conforms to the principles and requirements of an accounting system.

 

Xero enables business owners to access accounting information on the go. The accounting solution allows businesses to record all financial transactions as they occur. These transactions may include sales, purchases, and payments. They also include payroll entries and inventory management activities. Users can also generate various reports, including aging reports for receivables and payables, profit and loss statements, and balance sheets. Generally, Xero helps the accountant do all the work required for the position.

 

Xero is offered at three pricing plans. These are the starter, standard, and premium packages. Each of these packages complies with the accounting conceptual framework; hence, all are suitable for a small business. However, as the complexity of the organization increases, the business may be required to manage various types of transactions in Xero, including transactions in foreign currencies. It is such complexities that create the need for the premium package.

 

One important feature of Xero is the optional analytics module. It helps Xero users to generate visual reports and dashboards. Without the analytics component, businesses can still analyze the data by exporting it to business intelligence tools and spreadsheets.

FAQ about Xero integration via Windsor.ai

How much does it cost to integrate Xero with Windsor.ai?

Prices are determined based on planned utilization volume. Windsor considers the number of data accounts, sources, users, and destinations. The pricing is transparent, and you can learn more about it here.

 

Why do people choose Windsor.ai to integrate Xero data?

  1. Ease of Use – Windsor is easy to use. You do not require coding or any other technical skills to synchronize data.
  2. Fast time-to-insights—Data integration is fast with Xero connector, thereby reducing the time spent moving data and allowing more time for analytics and reporting.
  3. Customizable dataflows – You can select and customize the data fields you wish to export and analyze.

 

How long does it take to connect Xero to the destination?

The connector takes about 5 minutes to automatically sync the data source to the destination.

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