Access Live Xero Data in Excel (Desktop)


Use CData Connect Cloud to gain access to live Xero data from your Excel spreadsheets.

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect Cloud, you gain immediate access to Xero data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to Xero in your Connect Cloud instance and access and update live Xero data in Excel spreadsheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for Xero, allowing you to easily access live Xero data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Xero, leveraging server-side processing to quickly return Xero data.

About Xero Data Integration

Accessing and integrating live data from Xero has never been easier with CData. Customers rely on CData connectivity to:

  • Connect to Xero Accounts and both US and Australian Payroll APIs.
  • Read, write, update, and delete ServiceNow objects like Customers, Transactions, Invoices, Sales Receipts and more.
  • Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
  • Work with accounting, payroll, file, fixed asset, and project data.

Customers regularly integrate their Xero data with preferred tools, like Tableau, Qlik Sense, or Excel, and integrate Xero data into their database or data warehouse.


Getting Started


This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-In for Excel. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Excel Add-In.


Configure Xero Connectivity for Excel

Connectivity to Xero from Excel is made possible through CData Connect Cloud. To work with Xero data from Excel, we start by creating and configuring a Xero connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "Xero" from the Add Connection panel
  3. Xero uses OAuth to authenticate. Click "Sign in" to authenticate with Xero.
  4. Navigate to the Permissions tab in the Add Xero Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Xero data from Excel.

Access Live Xero Data in Excel

The steps below outline connecting to CData Connect Cloud from Excel to access live Xero data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Cloud Add-In and install the Add-in.
  4. Click Data and open the CData Connect Cloud Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
  6. In the CData Connect Cloud panel in Excel, click Import
  7. Choose a Connection (e.g. Xero1), Table (e.g. Items), and Columns to import
  8. Optionally add Filters, Sorting, and a Limit
  9. Click Execute to import the data

Update Xero Data from Excel

In addition to viewing Xero data in Excel, CData Connect Cloud also lets you update and delete Xero data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to Xero (your changes will be in red)
  2. In the CData Connect Cloud Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
  4. Click Execute to push the updates to Xero

A notification will appear when the update is complete

Live Access to Xero Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Xero data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

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