Data Source Connector – Xero

Data Source Connector – Xero

Premium Feature

This feature requires a Premium user license to access.

Our platform lets you easily add and quickly configure a one-way synchronization with Xero data for use in the screens you create.

After adding and authenticating a Xero Connection, a Xero Data Source Connector can be added to a data source to pull data in regularly. Your data source will be automatically updated in this way until the Connector or Connection is removed.

Adding a Xero Data Source Connector

Data Source Settings

  • Navigate the side menu to Data Hub > Data Sources
  • Hover over a data source and click the “Settings” icon link ()
  • In Settings, hit the “Add Connector” button
  • Select the relevant option to add the connector

This will refresh the page with the newly added connector ready for configuration.

Nothing has been saved at this stage, so save your connector after making any changes to enable or update it.

Alternatively, if you’re viewing the rows of a data source, you can navigate to the Settings page using the option under the page’s title.

Configuring a Xero Data Source Connector

Once the Connector is added, you can select an API Name and Endpoint from which you’d like to pull the data. You can then set a Refresh Frequency, which determines how often the data will be updated from Xero.

Depending on what name and endpoint are selected and the data to be pulled in, an additional option to specify a Xero identifier to return a limited set of data is available, such as:

Please view Obtaining Xero IDs for more information.

View Logs

When you save your changes, the connector will be fired for the first time, and after that, it will run at the refresh frequency you specified in the connector settings.

Wait a minute or so, or click the three-dot menu (  ) and access the RUN NOW to manually trigger the connector and check the Rows in your data source.

If the rows were not downloaded, there may be an error with the file’s data or permissions to access it. To identify and resolve the issue, you can review the logs by clicking the three-dot menu (  ) and selecting VIEW LOGS.

Once resolved, you can run the connector again and confirm that the rows have been successfully downloaded.

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