Projects

You need to be logged in into Xero organization to be able to get projects.

Select from the menu Add-ons -> G-Accon for XERO -> Reports Designer -> Design Projects Reports


Select Projects and the fields you want to be pulled into Google Spreadsheet. The list of all project fields and descriptions can be found at Xero API documentation page.

Select Project 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.

The date range filter will be applied against the project deadline date. Additional filtering can be done by project name, contact name, and project status.

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.

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
  10. Highlight Every Other Row

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

Select the field to filter by. This powerful feature allows to filter data based on your specific criteria. For example, if the field “Project Status” is selected, you have the ability to select the status from the drop down box below. If InProgress option is chosen, system will pull all registered assets.

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.

How to schedule automatic refresh?

To schedule the auto refresh, you can create a workflow thru the option Create Workflow and schedule auto refresh and notification processes. Automatic workflow allows users to create different workflows, include specific templates, set up the different schedules for different workflows, notify the customers, clients, and the team members using different automatic notifications within the same spreadsheet. See the Automation process for further explanation.

How to modify your report and update your template at the same place?

You are in the middle of the refresh process and you realize you need to modify your report. You need to select Add-ons -> G-Accon for Xero -> Update/Modify/Delete Templates for Current Sheet

Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.