Xero develops cloud-based accounting software for small- and medium-sized businesses. You can use this connector to retrieve data about bank accounts, transactions, expense claims, contacts, and the like. To establish the connection between Domo and Xero, a user must first authenticate to Xero and then grant Domo permission to access his or her data. To learn more about the Xero API, visit their page (http://developer.xero.com/documentat.../api-overview/).
You connect to your Xero account in the Data Center. This topic discusses the fields and menus that are specific to the Xero connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
To connect to your Xero account and create a DataSet, you must have the email address and password you use to log into your Xero account.
Connecting to Your Xero Account
This section enumerates the options in the Credentials and Details panes in the Xero Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.
The Domo Xero connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Xero accounts in Domo) to open the Xero OAuth screen where you can enter your Xero credentials. Once you have entered valid Xero credentials, you can use the same account any time you go to create a new Xero DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.
Select the Xero report you want to run. The following reports are available:
|Past Days||Enter the number of past days that represents the start date of the report. You can use any of the following formats: x, x day, or x days, where x is a number between 1 and 365.|
|Contact||Select the contact for which you want to retrieve data.|
|Bank Account||Select the bank account for which you want to retrieve data.|
|To Days||Enter the number of past days that represents the end date of the report. You can use any of the following formats: x, x day, or x days, where x is a number between 1 and 365.|
|Offset||Enter a journal number. The report will retrieve only journals with a number higher than this number.|