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 -> Purchase Orders
Select Purchase Orders 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.
Select the Purchase Orders option from the drop down menu. G-Accon for Xero provides the ability to set up the Date Range for your data manually or you can refresh your data dynamically. For your convenience, there are repopulated values such as This Month, This Quarter, This Year, Last Month, and so on.
You also can use pop up calendar or load the value from your google spreadsheet cell.
In order to switch to dynamic Data Rage you need to click on the button “Switch to Dynamic Date Range“. You have the ability to set up the Date Range (To and From) dynamically. The template will be calculated based on the selected Date Range.
Data Range (To and From) will be dynamically calculated based on the selected Date Range.
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:
- Create a new Google Sheet
- Enforce pick list values
- Create deep links to Xero
- Freeze Data Table Header
- Retrieve headers
- Keep Original Formatting
- Create a Data Table around pulled data
- Display Date Range
- 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 expense claim from the drop down box below. If ‘historyRecord.changes’ option is chosen, the system will pull all claims with ‘historyRecord.changes’ only.
You can select another field, for example “status” and specify the status ‘AUHORISED’, and the system will pull all expense claim data which has an AUTHORISED status.
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 Purchase Orders details will be populated on the Google Sheet.