You are using one of the best accounting software in the market. Yes I am talking about you Xero. You are a happy Xero power user that you or your data analyst is looking to get your data out of Xero for your data warehousing reasons or for easy SQL Access to ask your own custom questions.
Sweet. You go to Xero, fully expecting to be a walk in the park like this:
But when you explore it a bit more, THIS is what you see instead:
Whoops. Did I forget to mention that you will probably need a developer to get your data out of Xero into your data warehouse? and then monitor it? and then maintain it? and then fix it when it breaks?
Yes you can get it in excel too, there are ways to achieve awesomeness with Xero & Excel
So what happens when you get your Xero data into your data warehouse or what more will I find with SQL? Why is it so important?
- You may free yourself from the limited reporting capabilities that Xero is offering.
- Or you could combine data from other sources like email marketing and customer support.
- Do financial modeling and forecasts.
- Or do easy data consolidation and more...
“But George, I know all that. We will do it on our own and maintain it and monitor it. I will just need to have one of my developers dedicated to that...”
What if I tell you that you can export your data from Xero in minutes? Get these data into an SQL database like Postgres or Microsoft SQL Database or even on Redshift in no time. And get every new update there consistently. Along with all of your other resources like Zendesk or Intercom or Facebook Ads.
I’ll let these two GIFs do the talking for you.
We will need 3 steps:
- Connect to your Xero organization
- Connect to your SQL database.
- Use a tool like Blendo that will help you get the data from Xero (or any other source) in no time and easily send it to the destination you like.
Step 1: Connect to your Xero organization
For this "how to" I will use the Demo Company (Global) that is found inside Xero. Note: In order for anyone to access is data from Xero, it will require to create an account in Xero Developer Centre.
Considering that you already have created your account in Xero Developer Centre, here are the steps to follow on:
1> Click Add Application 2> That is Private.
Step 2: Get your SQL database credentials
You will need the:
- Host Name
- Database Name
- Username & Password
Step 3: Load your data from Xero to your SQL database
Login to Blendo. Add Xero as a source.
Add your database as an output
Add your credentials and you are Done!
Blendo will make sure you will always have in one place all your Xero data or other data sources, most current and consistently! Let me know your thought in the comments bellow.
References & Further Reading: