MSPBots WIKI : Xero Public Datasets
Here are the published or Alpha version Xero datasets that you can use to create the widgets and dashboards
In total, there are 15 publish/alpha Datasets
Name | Description | Created Date | Last updated | Fields |
---|---|---|---|---|
Xero Balance Sheet | This dataset shows balance sheet values from last and current calendar years, not fiscal or rolling 24 months. The data is the balance of an account per month to gives us trending information on account balances. | Nov 23, 2021 | Dec 10, 2022 | ["id", "category", "date", "value", "from_date", "to_date", "row_flag", "account_code", "account_code_and_name", "account", "account_type", "account_class", "account_status"] |
Xero - Profit and Loss | This shows Profit and Loss (aka Income Statement) information for the current and last calendar years, not fiscal or rolling 24 months. This data generated gives us the ability to see how the company is doing per month. | Nov 24, 2021 | Dec 10, 2022 | ["id", "account_id", "account", "date", "account_number_and_name", "value", "account_type", "account_class", "account_description", "account_number"] |
Xero Invoices | This dataset pulls in everything related to Invoices, including Credit Notes and Over Payments related to Accounts Receivable. For invoices going back 730 days | Nov 26, 2021 | Mar 16, 2023 | ["id", "type", "hasattachments", "line_amount_types", "sub_total", "status", "last_update", "is_discounted", "invoice_date", "amount_due", "has_errors", "currency", "amount_credited", "contact", "due_date_string", "due_date", "date_paid", "total", "reference", "total_tax", "invoice_number", "amount_paid", "days_due_status", "aging_status", "aging", "days_past_due", "is_paid", "currency_rate", "amount_due_converted"] |
Xero Bills | This dataset pulls in everything related to Bills, including Credit Notes and Over Payments related to Accounts Payable. For bills going back 730 days | Nov 29, 2021 | Mar 15, 2023 | ["id", "type", "has_attachments", "line_amount_types", "sub_total", "status", "last_update", "isdiscounted", "bill_date", "amount_due", "has_errors", "currency", "amount_credited", "contact", "due_date", "date_paid", "total", "reference", "total_tax", "bill_number", "amount_paid", "days_due_status", "aging_status", "aging", "days_past_due", "is_paid", "currency_rate", "amount_due_converted"] |
Xero Contacts - API | ODS Dataset which generated from Xero Contacts | Jan 06, 2022 | Jul 27, 2023 | ["id", "tenant_code", "sync_time", "other_id", "name", "phones", "addresses", "contact_id", "is_customer", "is_supplier", "contact_groups", "contact_status", "contact_persons", "has_attachments", "updated_date_utc", "has_validation_errors"] |
Xero Credit Notes - API | ODS Dataset which generated from Xero Credit Notes | Jan 06, 2022 | Jul 27, 2023 | ["id", "tenant_code", "sync_time", "other_id", "notes_date", "type", "total", "status", "contact_id", "contact_name", "sub_total", "total_tax", "has_errors", "reference", "date_string", "credit_note_id", "currency_code", "currency_rate", "has_attachments", "updated_date_utc", "line_amount_types", "remaining_credit", "credit_note_number"] |
Xero Balance Sheet - API | ODS Dataset which generated from Xero Balance Sheet | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "sync_time", "time_period", "provider_name", "report_name", "report_date", "classify", "type", "account", "first_amount", "second_amount", "header_cell1", "header_cell2", "header_cell3", "row_type", "account_id", "first_amount_from_date", "first_amount_to_date", "second_amount_from_date", "second_amount_to_date"] |
Xero Invoices - API | ODS Dataset which generated from Xero Invoices | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "sync_time", "other_id", "type", "invoice_id", "invoice_number", "reference", "payments", "credit_notes", "prepayments", "overpayments", "amount_due", "amount_paid", "amount_credited", "currency_rate", "is_discounted", "has_attachments", "has_errors", "contact", "date_string", "date", "due_date_string", "due_date", "status", "line_amount_types", "line_items", "sub_total", "total_tax", "total", "updated_date_utc", "currency_code", "contact_id", "contact_name", "updated_date_utc_string", "fully_paid_on_date", "fully_paid_on_date_string"] |
Xero Trial - API | ODS Dataset which generated from Xero Trial | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "sync_time", "time_period", "provider_name", "report_name", "report_date", "classify", "type", "account", "debit", "credit", "ytd_debit", "ytd_credit"] |
Xero Profit And Loss - API | ODS Dataset which generated from Xero Profit And Loss | Jan 06, 2022 | Jul 27, 2023 | ["id", "tenant_code", "sync_time", "time_period", "provider_name", "report_name", "report_date", "classify", "type", "account", "amount", "header_cell1", "header_cell2", "account_id"] |
Xreo Overpayments - API | ODS Dataset which generated from Xreo Overpayments | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "sync_time", "other_id", "date", "type", "total", "status", "contact_id", "contact_name", "sub_total", "total_tax", "reference", "date_string", "currency_code", "overpayment_id", "has_attachments", "updated_date_utc", "line_amount_types", "remaining_credit"] |
Xero Accounts - API | ODS Dataset which generated from Xero Accounts | Jan 06, 2022 | Jan 10, 2022 | ["id", "tenant_code", "sync_time", "account_id", "code", "name", "class_name", "status", "type", "tax_type", "reporting_code", "system_account", "add_to_watchlist", "updated_date_utc", "enable_payments_to_account", "bank_account_number", "bank_account_type", "reporting_code_name", "show_in_expense_claims", "currency_code", "description", "has_attachments"] |
Xero Profit and Loss Data - Mapped | A dataset from the profit and loss data of Xero for the current and last calendar years integrated with the accounting mappings | Jun 10, 2022 | Mar 14, 2023 | ["account_id", "date", "account_number", "account", "account_number_and_name", "amount", "account_type", "account_class", "account_description", "sli_account_subcategory", "sli_account_category", "sli_account_group"] |
Xero Invoice Line Items | This shows line item information for invoices going back 730 days | Jul 05, 2022 | Dec 10, 2022 | ["hasattachments", "line_amount_types", "invoice_subtotal", "invoice_status", "last_update", "isdiscounted", "invoice_date", "invoice_amount_due", "haserrors", "currency", "invoice_amount_credited", "contact", "due_date", "date_paid", "invoice_total", "invoice_reference", "invoice_total_tax", "invoice_number", "invoice_amout_paid", "id", "line_item", "line_item_code", "unit_amount", "line_amount", "quantity", "tax_amount", "tax_type", "account_code", "account", "account_type", "account_class", "account_status", "account_code_name"] |
Xero Tracking Categories - API | ODS Dataset which generated from Xero Tracking Categories | Mar 06, 2023 | Mar 06, 2023 | ["id", "tenant_code", "tracking_category_id", "name", "status", "tracking_option_id", "options_name", "options_status", "options_has_validation_errors", "options_is_deleted", "options_is_archived", "options_is_active", "sync_time"] |