Xero

Xero accounting software uses a single unified ledger, which allows users to work in the same set of books regardless of location or operating system.

Its features include automatic bank feeds, invoicing, accounts payable, expense claims, fixed asset depreciation, purchase orders, bank reconciliations, and standard business and management reporting. Xero claims to have more than 200 secure connections with banks and financial service partners around the world. Other features include an API to integrate with external applications

Connecting to the API

Mammoth allows you to connect to Xero API and get the data into Mammoth.

  1. Select API & Databases from the add menu and click on Xero.

    Xero selection
  2. Click on New Connection and log in into your Xero account.

    Xero login
  3. Select the account and click on Next.

    Xero profile

Once your Xero account is connected with Mammoth, you will be presented with a list of tables and views in that database.

  • Select the desired table to get a preview.

  • Write your own SQL query or run a test query and preview the result.

  • Click on Next .

After you have selected the table you want to work on, you get options to configure it as follows -

  • Rename it in the data pull scheduling window.

  • Save it in a desired location in the the Data Library from Adding file to option.

Scheduling your Data Pulls

You can start retrieving the data now or at a specific time according to your choice. You can also schedule the data pull in order to get the latest data from your Database at a certain time interval - every few minutes, daily, weekly or monthly.

On every data pull from your Database, you also have an option to either replace the older data or combine with older data.

Xero data pull

On choosing Combine with older data option, you will get an option to choose a unique sequence column. Using this column, on refresh, Mammoth will pick up all the rows that have greater value in this column than the previous data pull.