Conduit Docs
  • Getting Started
    • Importing Data
    • Connecting Multiple Accounts
    • How To Invite Additional Team Members to Your Account
    • How Does the Trial Work?
    • What's a Table/Data Schema?
    • Number of Sub-Connections
    • Default Time Range for Downloading Data
    • Conduit Data Lake
    • Conduit vs Boost.Space
    • Conduit vs Reportz.io
    • Conduit vs Google Looker Studio
  • Use Cases
    • Use Case: AI-powered Text Extraction
    • Use Case: Track Ad Campaign Performance with Conduit
    • Use Case: Enhancing Project Management with Copilot
    • Use Case: Using Conduit for Financial Analysis
    • Use Case: Use ChatGPT with your data
    • Use Case: Build financial models from raw transactional data and generate P&L statements.
    • Use Case: Marketing data analytics
    • Use Case: Using data science frameworks using your data in spreadsheets Low-Code
    • Use Case: Custom Dimensions for Ad Operations
    • Use Case: Custom dimensions for E-Commerce
    • Use Case: Extract invoices from PDF
    • Use Case: Export data from SaaS applications to your spreadsheet
    • Use Case: Online store and a physical retail locations consolidated
    • Use Case: Pull data from Advertisement platforms to a spreadsheet
    • Use Case: Consolidation of data received as separate files, for example, separate Excel reports
    • Use Case: Names, IDs, SKUs normalization
    • Use Case: Integrating Conduit with a custom CRM using SSO/OAuth2
    • Use Case: Chat Bot for Your Data
    • Use Case: Display Net sales On a Dashboard by Subtracting Ad spend from Total Sales
    • Use Case: Conduit for Healthcare Applications
  • Security & Data Privacy
    • Data Retention Policy
    • How Conduit Complies with GDPR?
    • Security
  • Spreadsheets
    • Writing data to spreadsheets: Overwrite and Update
    • Using Formulas in Spreadsheets
    • The Time Range in formulas
    • The table in the spreadsheet does not start from the first line
  • Conduit for Digital Agencies
    • How to Use White Label
    • What is a Workspace and a Sub-account
    • Use Case: Creating a Dashboard for Two Clients
    • Users in Your Team vs. Sub-Accounts in Workspaces
    • Deleting a Workspace
    • How to Log Into a Workspace
    • How to Buy Additional Workspaces
    • Schedulers in Workspaces
  • Troubleshooting
    • Error codes and how to troubleshoot data-related issues
    • Google Drive Refusing To Connect
    • Why Are my Shopify stats different?
    • Facebook Integration: How to Fix the GraphMethodException Error
  • Copilot
    • Copilot Roles: Data Analyst vs AI Generalist
    • Conduit Copilot vs. ChatGPT – What's The Difference?
    • How to Tune the Copilot
    • Data Sources for Copilot
  • For Developers
    • IP Addresses of Conduit Servers
    • Create an AI Сopilot for your app
    • Manage your AI Copilot users
    • Upload CSV files to Conduit via API (Guide)
  • Integrations
    • Instagram Integration
    • Dashboard Widgets Based On a SQL Connection
    • GA4 Integration Notes
    • Salesloft Integration
    • Self-service and Manual integrations
    • Installing Google Sheets Add-On
    • Slack Integration
    • YouTube Integration
    • HubSpot Integration
    • Conduit integration for Bigcommerce
    • Xero Integration
    • Recharge integration
    • Wrike Integration
    • Zoho Integration
    • Monday.com Integration
    • ActiveCampaign Integration
    • ClickUp Integration
    • FreshSales Integration
    • Google Ads Quality Score
    • Facebook Ads Reach
    • Shopify Net Sales and Returns
    • Gorgias tickets with Spam/Deleted/Auto-Close statuses
    • Looker Studio Connector
  • Workflows
    • Workflows – Adding New Columns
    • Workflows – using the Join by Key block
    • Workflows – using the Union block
    • Workflows – using the Transpose block
    • Workflows – creating a weekly Ad Spend report
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  1. Integrations

Xero Integration

Here's a step-by-step guide on how to connect with Xero Accounting

Connecting with Xero Accounting:

  • Log into Your Conduit Account: Start by logging into your Conduit account. If you don't have one, you can sign up for free.

  • Navigate to the Connections Tab: Once logged in, navigate to the "Connections" tab in the main menu.

  • Select Xero: In the list of available integrations, find and select "Xero"

  • Click on "Connect": Click on the "Connect" button next to Xero Accounting. This will initiate the authorization process.

  • Authorize Access: You will be redirected to Xero's authorization page. Log into your Xero account and grant permission for Conduit to access your Xero data.

  • Confirm Connection: After authorizing, you'll be redirected back to Conduit. Your Xero integration is now set up and ready to use.

Setting Up Data Imports:

  • Navigate to the "Imports" Tab: Once your Xero integration is connected, go to the "Imports" tab in the main menu.

  • Create a New Import: Click on the "Create Import" button.

  • Select Xero as the Data Source: In the import configuration, select "Xero" as the data source.

  • Configure Import Settings: Choose the specific data types you want to import from Xero, such as invoices, contacts, or expenses. Customize any mapping or transformation rules to ensure the imported data is structured according to your needs.

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Last updated 12 months ago