How to integrate Xero with Plecto

  1. Go to Data sourcesNew data source > Xero.

  2. Click Next and log in to your Xero account.

  3. Click Allow access to give Plecto read access to your data.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Currently, you can import the following data from your Xero account to Plecto:

Accounts

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Bank Transaction Line Items

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Bank Transactions

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Bank Transfers

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Contacts

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Credit Notes

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Invoices

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Invoice Line Items

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Items

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Payments

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Purchase Order Line Items

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Purchase Orders

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? Yes

Quotes

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No

Tracking

Update frequency: 15m
Supports custom fields? No
Supports webhooks? No
Supports automatic registration deletion? No
Supports relations? No