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 worldwide. 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 Data’ menu and click on Xero.

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

3. Select the account and click on Next.

   

   Fig. 21 Choose an account to work with

4. 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 a SQL query or run a test query and preview the result.

   • Click on Next.

   

   Fig. 22 Choose an account to work with

After you have selected the table you want to work on, you get options to schedule data imports as discussed in the next section.

Scheduling your Data Pulls

You can start retrieving the data now or at a specific time. Further schedule the data imports to get the latest data from your Database at a certain time interval - just once, daily, weekly, or monthly.

On every data pull from your Database, you also have options to - Replace all data, Add new data since data pull, or Replace with new data since new pull.

On choosing options Add new data since last pull or Replace with new data since new pull, 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.