G-Accon for XERO
G-Accon for XERO is a wonderful Google Spreadsheet Add-On designed for xero.com. Using accounting connector get the transactions, accounts, contacts data you need from Xero tables. Work with your data using full power and convenience of Google Sheets. Download Xero reports or create your own reports and charts using Google Sheets native functionality. Easily switch between multiple organizations. Distribute xero.com data with your staff & clients so they can see up to date reports.
How to sign into XERO
Open Google Sheets -> Go to Add-ons -> G-Accon for XERO -> Xero Sign In
Upon pressing "Connect to XERO" button, you will be redirected to xero.com for authorization. Please select organization if you have access to multiple organizations and press button "Allow access for 30 mins".
You should be redirected back to Google Sheets and see page with "You've been successfully authenticated with xero.com."
Getting accounting data from XERO
Upon logged in, go to Add-ons -> G-Accon for XERO -> Get Accounting Data, select the table and the fields that you would like to export into Google Sheets. You could also select or unselect all of the fields. Then simply press the "Execute" red button.
You can add some optional pull settings for generating the XERO data. For example, indicate the Start Cell Address, retrieve headers, generate data on a new sheet, enforce pick list values and create a Data Table around pulled data.
How to filter your report data
To add specific filters to your XERO data, select the "Filter By Field" or "Filter By IDs" option and then add some filter values.
Depending on the content of your data, you might want to order it in particular way. To add the "Order Results By" option, select the required field you want to sort by and then ascending or descending type.
Getting accounting report from XERO
Go to Add-ons -> G-Accon for XERO -> Get Accounting Reports, select the report you would like to generate and the parameters. Then press the "Execute" red button.
How to select the parameters
Each report has its own set of parameters, some of them optional. For example, the "Bank Statement" report would require you to enter the "Bank Account ID" to generate the report, while the "Balance Sheet" holds only optional parameters and the report will be generated according to your settings.
As with the "Accounting data", you can add some optional pull settings for generating the XERO report. You can indicate the Start Cell Address, create the report on a new sheet, retrieve headers, display the Report Title or create a Data Table around pulled data.
How to refresh your report
G-Accon for XERO gives the ability to monitor XERO metadata and automatically refresh your reports. To refresh the report go to Add-ons -> G-Accon for XERO -> Refresh Current or Refresh All.