Automate Xero to Google Sheets integration

Import raw accounting data and reports from Xero to Google Sheets on a set schedule, with no coding required.

Why sync Xero to Google Sheets

Automate and customize Xero reporting in Google Sheets

Integrate Xero to Google Sheets to import raw accounting data into a spreadsheet. Use it to generate custom reports and dashboards in Google Sheets. Alternatively, link your spreadsheet information to Google Data Studio, Tableau, or another data visualization tool to improve data representation. Set Coupler.io to update every 15 minutes to ensure the contents of your dashboards are always up-to-date.

Share extracts of Xero data with the team

Pull accounting information or reports from Xero to Google Sheets. If required, adjust the data in a spreadsheet by simply removing or adding information to it. Share the ready piece with your colleagues and invite them to collaborate in a Google document without the need to create a separate Xero account. In addition, keep stakeholders informed by providing them with limited access to your spreadsheet.

Blend accounting information with insights from other data sources

Link Xero data to Google Sheets. Combine it with insights from Airtable, Google Sheets, Pipedrive, HubSpot, and other apps in a spreadsheet and gain more insight into how well your business performs, what marketing channels bring more sales, and more. Consequently, get an all-encompassing view of your company’s main revenue streams and their channels, as well as expenses, and find ways to optimize them.

What data to auto pull from Xero to Google Sheets

01. Sales information

Link Xero to Google Sheets to pull Contact Groups, Contacts, Credit Notes, Organisation, Overpayments, Payments, Prepayments, Purchase Orders, Receipts and other information to build forecasts, as well as custom dashboards and reports.

02. Reports

Set up Xero to Google Sheets integration to automatically export Xero reports to Google Sheets, such as Aged Payables by Contact, Aged Receivables by Contact, Balance Sheet, Bank Statement, Bank Summary, Budget Summary, Executive Summary, Profit and Loss, Trial Balance, and others to visualize data your way.

03. Other raw accounting data

Establish Xero to Google Sheets integration to export raw accounting data, such as Accounts, Bank Transactions (reconciled data only), Bank Transfers, Currencies, Employees, Expense Claims, Invoices, Items, Journals, Manual Journals, Tax Rates, Tracking Categories, and others information to build forecasts, as well as custom dashboards and reports.

How to export Xero data to Google Sheets

Step 1. Select Xero as a data source and connect its account
15 seconds
Step 2. Pick a data entity or report to export from Xero
30 seconds
Step 3. Specify filter criteria
1 minute
Step 4. Select Google Sheets as the data destination and connect its account
30 seconds
Step 5. Set a schedule for data refreshes
20 seconds
Step 6. Save and run the importer
5 seconds

Why use Coupler.io to connect Xero with Google Sheets

Being heavily involved in the accounting and finance functions at your company you are most likely performing a lot of routine tasks that take too much time. We have great news for you! Our tool offers a way to optimize your work with data and, at the same time, automate reporting.

Leverage Coupler.io to dynamically pull invoices and other data entities from Xero to Google Sheets. Set up filter criteria to specify what output you want to get in a spreadsheet, and define how often Coupler.io should update your Google Sheets dashboards and reports. Then relax and review the progress!

It is true! Importing from Xero to Google Sheets has never been easier. Rely on Coupler.io to do its job, while you can fully dedicate your time to setting up processes and improving results in your professional area.

Xero