Xero Attachments

In order to pull Attachments we will use a slightly different approach.

There are several objects where Attachments are available, such as Invoices, Credit Notes, Quotes and POs.

In our example, we will be logging in to our Xero organization through G-Accon for Xero. Our goal today is to build a query that will join two tables – Invoices and Attachments. The first step is to select Extensions -> G-Accon for Xero -> Reports -> Reports Designer -> Design Accounting Reports -> Invoices.

The next step is to select the desired Invoice’s attributes: Invoice ID and Invoice Number and so on. This Invoice ID will be used when we join the second (Attachment) table.

The next step is to select Extensions -> G-Accon for Xero -> Reports -> Reports Designer -> Design Accounting Reports -> Attachments. After selecting the Attachments option from the drop down menu, you can click “all attributes” or “some attributes” based on your preferences. You can also expand attributes to see the whole structure with sub-attributes, as well as collapse it. The Attachments ID attribute needs to be selected as well.

Next, select the “Filter By IDs” radio button, highlight the required Invoice ID in the sheet, and use the “reference” icon to insert the data range.

To display our data in the same table, we need to adjust the start cell. In our case, it is C2:

In this example, we joined two tables by IDs: Invoices and Attachments and their corresponding details.