Connect your Xero instance to Equals

To create a new Xero connection:

  1. Go to the Datasources page from the Equals home screen.
  2. If you're yet to add a datasource, you will see a list of available datasources. Otherwise, click New Datasource in the top right.
  3. Select Xero, then give your datasource a name that will be used throughout Equals.
  4. Click Connect to Xero and follow the steps. You’ll be asked to connect via OAuth and then follow secondary steps to connect your Xero instance.

Querying from Xero

Once you've connected your Xero instance, you will be able to query your Xero data from any workbook using either the Query Builder or SQL Editor. In addition, you will see a Report Sync option from the connections panel.

Report Sync will allow you to pull prebuilt reports from Xero into your spreadsheet, so that you don’t need to write many lines of SQL to get your traditional P+L or General Ledger.

By default, reports will populate the spreadsheet in the same format as they can be downloaded from Xero. If you would like to reconfigure this data into a tabular format, you can select the flatten file toggle and your data will be displayed in a formula-friendly (tabular) manner.