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
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.
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.
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 account15 seconds
Step 2. Pick a data entity or report to export from Xero30 seconds
Step 3. Specify filter criteria1 minute
Step 4. Select Google Sheets as the data destination and connect its account30 seconds
Step 5. Set a schedule for data refreshes20 seconds
Step 6. Save and run the importer5 seconds
Set up multiple integrations to count on every day
Looking to import data from Shopify, Clockify, Jira, or any other app? Not a problem. Use Coupler.io to link a data source to Google Sheets to automate workflows and leverage the power of spreadsheets across all your projects!