How it Works?

How to install?

Create new or open any sheet in Google Sheets.
Goto menu "Add-on" and click "Get Add-on" and search for "Jivrus Integra for Xero".
Install it and start using it.
Or you could reach the add-on at Chrome web store or GSuite Marketplace following the link below.

Xero objects like Customers, Invoices, Payments etc can be queried to bring the results into Google Sheet.
Xero reports like Profit and Loss, Cash Flow etc can be executed to bring the output into Google Sheet.

You get the following screen.

Click on "Connect to Xero" to get connected to your Xero s account
Once you click on the "Connect to Xero". It will redirect you to the Xero Web Page
You can enter your Credentials to log in to your Xero Account
Once You logged in it will ask for Authorization
Click on Allow access button to Start using "Jivrus Integra for Xero"
On successful Authorization it will show a message as "Successfully connected with Xero"

You get the following screen.

1. Query

Give a name to query in the "Query Name" Field.

By clicking on the refresh automatically check box , executes the query for every 1 hour

2. Source

The Source Field Contains 3 Check box

Entities are the quick book objects such as "Account", "Bill", "Customer Details" etc

Select the entity that you want in the "Select Object" dropdown.

Reports are the quick book reports such as "Balance Sheet" , "Vendor Expenses" etc.

Select the report that you want in the "Select Object" dropdown.

3. Filter

Click on the Add button to add filters

Filter allow you to retrive data based on conditions

Select the Object in the first dropdown

Based on the type of the object it will show you the comparison in the next dropdown

Provide the value to be compared in the next dropdown

For Selected objects there may be predefined values that can be selected . You may not want to enter the Value to filter

In the Max Results you can enter the maximum results to be displayed in the sheet

4. Destination

You can save the data in the New Sheet by selecting the new button.

Else You can save on an Existing sheet by clicking on existing button.

The New Sheet name Displays the sheet name based on the source type and the object type.

The Sheet displays the names of the existing sheets. Select the Sheet in which you want to save data

Once you entered the above details you can get the data from your quick books account by clicking on the "GET DATA" button.

If you not want to execute the query. you can click on "GOTO QUERIES LIST" to go back to queries page.

The Retrieved data will be stored in the the google sheet as shown below

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