Xero
Cloud accounting platform for small businesses and their accountants with bank feeds, invoicing and reporting.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- Xero API docs
02Data
What you can sync.
- Invoices
- Bank transactions
- Contacts
- Accounts
- Journals
- Financial reports
Load Xero invoices into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Xero data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Xero uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Xero if you need help.
04How it works
How it works in DataMind.
-
Pick Xero.
Open Lake, pick Xero in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Xero API docs.
-
Answer a few questions.
The AI reads the Xero documentation, then asks which credentials you will use, which data to sync (for example invoices and bank transactions), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Xero data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
