develop module to import from excel
providing code to connect to API from excel would allow me to build custom reports in Excel that could be automatically updated from the spreadsheet.
The reporting in Xero is somewhat limited, so this would give me much more flexibility in a format my customers are happy with...
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Anonymous commented
While we can use the Python API to manipulate data outside, Excel would be a much more friendly and popular route
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Anonymous commented
DataSights Excel Automation product solves multi-file consolidation all in one spreadsheet.
Automating Xero data (and cashflow actuals + AR/AP) retrieval into both existing and new spreadsheets with built in Excel functionality.
No need to install an Excel add-in or even create an account with us. We do the setup for you.
For more information or to Book a Demo please visit http://datasights.co/Xero/ExcelAutomation
Cheers,
Kev -
DataDear commented
DataDear makes it easy to transform data downloaded from Xero into reports & to upload entries in bulk using Excel. It is a unique way of import or posting directly to Xero from Excel WITH respective supporting documents as attachments. There is also a sophistication error validator which helps you identify errors when uploading data in bulk.
Start by choosing a template designed for POSTing from the Templates Library such as:
- Invoices and Bills,
- Manual Journals,
- Bank Transactions,
- Bank Transfers,
- Contacts,
- Employees,
- Items,
- Purchase Orders,
- & others.POST transactions details carried out in Excel are visible on screen and logged on the Dashboard. Details include if transaction was successful or if there was an error during POSTing.
You can try DataDear for free - http://www.datadear.com
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Anonymous commented
A direct database connection from Excel would be sensational.
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Anonymous commented
Hi,
I am a Excel VBA Developer,but new to deal with API Integration from Excel to Xero.My Task is to batch upload Timesheet in Xero.
Can you please guide me how to do that.
Thank you. -
Jeff commented
CloudDesk gives you two options:
- Download from Xero, WorkflowMax and Vend and create linked Excel spreadsheets for multiple organisations
- CloudDesk Direct excel function library for retrieving Xero data with long-term authentication to each organisationCheck out http://clouddesk.co.nz/products
Cheers
Jeff -
Ruairi commented
Hi Everyone,
Check out our Excel Integration Tools:
http://www.quickwindevelopment.com/?page_id=2971Please note: it's currently being certified by Xero.
I don't charge subscription fees and all features are driven by community request; so if you have any feature requests, just contact me.
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Dilip commented
has anyone used this to integrate with the payroll API
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Steve Fewster commented
Hi All.
We have two Xero approved addons that allow you to backup your data to spreadsheet and also using an Excel addin give you dynamic access to your Xero data across many clients in Excel. Safeguardmy and DiGA are available here www.businessbackbone.co.uk and you are more than welcome to trial and provide feedback. -
John commented
I would like to post invoices, payments and other basic items from excel VBA
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Chris commented
This would be insanely good...and a gold mine for someone who could get it to work
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ian.viney commented
I obtained the Webrecs plugin and tried it in Excel 2010. It allows you to add invoices from an Excel sheet. It doesn't do reporting.
You can download the plugin from http://webrecs.com.au/webrecsXero2007.zip (for Excel 2007/2010) or http://webrecs.com.au/webrecsXero2003.zip (for Excel 2003). There is a sample Excel sheet at http://webrecs.com.au/webrecs-plugin-sample-template.xls. There is a readme inside the zip and more details at the Webrecs Wiki at http://webrecs.com.au/webrecs_wiki/index.php?title=Webrecs_for_Financial_Practices_Guide#Xero_Integration.
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ian.viney commented
This would be very helpful.
Webrecs have created an Excel plugin that communicates directly with the Xero API (http://webrecs.com.au/glossary.php#xero) but I have yet to obtain it and see how it can be used.
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Fred Blauer commented
I also agree. This would be great!
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Jerry Zhao commented
Agree with @GetinTheCloud! great way to back up
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GetInTheCloud commented
This would be a great feature. I have worked with many systems and being able to refresh back to excel to the underlying data is a great function.
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GetInTheCloud commented
This would be a great feature. I have worked with many systems and being able to refresh back to excel to the underlying data is a great function.