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Xero ChatGPT

Connect Xero to ChatGPT

Send Xero contacts, invoices, payments and 63 more data types to ChatGPT on a schedule. Filter by date and narrow it down by statuses. Refresh as often as every 15 minutes.

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ChatGPT

Which Xero customers have invoices more than 30 days overdue, and what is the total?

Querying the Xero data set in Coupler.io
ChatGPT queries your Xero data through the Coupler.io MCP connector. Access is read-only.
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How to connect Xero and ChatGPT

6 steps. You can preview the Xero data in Coupler.io before anything reaches ChatGPT.

Step 1 of 6

Connect Xero

Sign in to Xero and authorize Coupler.io. There's no API key to copy.

Sign in with Xero

Step 2 of 6

Choose what to export

Pick the Xero data you want in ChatGPT.

Accounting

Show 32 more data types Show fewer data types

Accounting

Payroll (for United Kingdom or New Zealand)

Payroll (for Australia)

And 26 more data types.

Xero tenantNot setIf you have access to several Xero organizations, specify the one to take data from. If you don’t see your Xero tenant in the list, try to reconnect your account in the ‘Connections’ section.
Report typeNot set
ProjectsNot setSpecify projects from where you want to extract data.

Step 3 of 6

Filter by date

Limit the export to records in a date range.

Changed afterAny dateSpecify the data entity’s last updated date to export data added after this date.
Start dateAny dateSpecify the start date for your report period.
End dateAny dateSpecify the end date for your report period.
Created afterAny dateSpecify the start date to filter your data to.
Show 3 more fields Show fewer fields
Created beforeAny dateSpecify the end date to filter your data to.
Expiring afterAny dateSpecify the start expiry date to filter your data to.
Expiring beforeAny dateSpecify the end expiry date to filter your data to.

Step 4 of 6

Fine-tune the export

Optional settings for this Xero export.

StatusesNot setSelect one or more invoice statuses to retrieve.
Journal number more thanNot setJournals with a JournalNumber greater than the value will be returned. Journals with a JournalNumber greater than the value will be returned.
Journal number less thanNot setJournals with a JournalNumber less than the value will be returned. Journals with a JournalNumber less than the value will be returned.
Split byNot set
Show 3 more fields Show fewer fields
StatusNot setSelect a status to filter.
Advanced settingsNot set
Include archivedNot set

Step 5 of 6

Connect ChatGPT

Install the Coupler.io app in ChatGPT and sign in to Coupler.io. After the first run, ask ChatGPT about your Xero data in a new chat.

Data set to shareContactsThe data view ChatGPT can read

Step 6 of 6

Set a schedule

ChatGPT sees the data as of the last run. Run it as often as every 15 minutes.

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Get the most of Xero to ChatGPT integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Xero to ChatGPT questions

66 data types, including Contacts, Invoices, Payments, Accounts and Projects.

You sign in to Xero and authorize Coupler.io. There's no API key to copy.

Yes. Set the start date and end date to cover the period you need. You can also filter by changed date or created date. Splitting the data by period is available too.

Yes. Available filters include statuses.

No. The data stays in Coupler.io, and ChatGPT queries it read-only when you ask a question. It can't edit or delete Xero rows.

Through the Coupler.io app in ChatGPT, or a custom GPT. Custom GPTs need ChatGPT Plus or higher.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example QuickBooks or Stripe, and join or append them before the data reaches ChatGPT.

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