Quotes

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 -> Quotes.

Select  Quotes 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.

Quotes Table

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.

Searching for “number”

Select Quotes option from the drop down menu. G-Accon for HubSpot 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.

Date Range

Data Range (To and From) will be dynamically calculated based on the selected Date Range:

Date Range for manual selection

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.

Switch to Dynamic Date Range

Dynamic Date Range

Dynamic 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.

G-Accon for HubSpot provides also the optional features that might be useful for your business such as Change Pull Settings, set up different filters by using Select the field to filter by, Order Result by, and Schedule a Refresh. We will cover all these features in more details.

Change Pull Settings

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.

Select the field to filter by. This powerful feature allows to filter data based on your specific criteria. For example, if the field “status” is selected, you have the ability to select the value from the drop down box below and click on “+“. If DRAFT option is chosen, the system will pull all quotes in draft status.

Filter By Field

In another example, you can concatenate multiple conditions such as the field “status = DRAFT” and “reference= ref1”. You also can specify ‘OR’ or ‘AND’ condition based on your specific business rules. As a result system will pull all quotes in draft status and reference contains ‘ref1″.

These are other drop down options in Select the field to filter by (optional) Filter By IDs:

Filter By IDs

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.

Order By
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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.

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

Quotes

In order to modify your template you need to select Update/Modify/ Delete Templates for Current Sheet menu option from the menu 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.

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Quotes