Contacts

To get accounts data from XERO you need to be logged in into XERO. Then you need to select from the menu Add-ons -> G-Accon for Xero -> Get Accounting Data History/Notes -> Contacts.

Select Contacts option from the drop down menu. You can select all attributes or some attributes based on your preferences. You can also expend attributes the see the whole structure with sub attributes or collapse it.

To find a certain field in the attributes list, you can type the name of the attribute and all attributes which has the entered value in it will be highlighted in the below box.

You also have the ability select or unselect All attributes for the chosen object.

You can also expend the object’s structure to see all underlining attributes or collapse it.

There is another feature – the column order functionality. This functionality allows you to get all your Xero data in column order you have defined in your template(s).

During the manual or automated refresh, the order will stay as you defined it. You also can change the order back to the default settings by using the Change Pull Setting option.

Xero provides Optional features that might be useful for your business.

Change Pull Settings allows you to perform the following operations:

  1. Create a new Google Sheet
  2. Enforce pick list values
  3. Create deep links to Xero
  4. Freeze Data Table Header
  5. Retrieve headers
  6. Keep Original Formatting
  7. Create a Data Table around pulled data
  8. Display Date Range
  9. Exclude Auto Refresh

You can also provide the start cell, for instance, A1. And provide the name of the template in Template Name field, for example Template #1.

Select the field to filter by. This powerful feature allows to filter data based on your specific criteria. For example, if the field “type” is selected, you have the ability to select the type of bank transaction from the drop down box below. If RECEIVE_PREPAYMENT option is chosen, the bank transaction will pull all transactions with RECEIVE_PREPAYMENT type only.

You can select another field, for example “default Currency” and specify the currency ‘EUR’, and the system pull all contacts which has euro as euro as their default currency.

These are other drop down options in Select the field to filter by:

The data query result can be displayed in certain order. To achieve that you need to use Order Result By option. In Order By field you need to select the attribute and Order Type will give you the Ascending or Descending order options.

To schedule the auto Refresh, you can use option Schedule a Refresh. The important to remember this settings will take effect only if the master auto refresh process in turned on. See the Automation process explanation.

To execute the process, click on the “Execute” button. The Conatact  details will be populated on the Google Sheet.