Xero

Xero is a cloud-based accounting platform popular with small businesses, accountants, and bookkeepers — especially in Australia, New Zealand, and the UK. By connecting Xero to Coupler.io, you can automatically export accounting data and financial reports to spreadsheets, BI tools, or databases without manual CSV downloads.

Coupler.io offers two Xero data sources that cover different use cases:

Data source	What it does
Xero	Pulls raw entity data — invoices, contacts, bank transactions, journals, payments, and 50+ other data categories across Accounting, Payroll, and Projects
Xero Reports	Pulls pre-built financial reports — Profit and Loss, Balance Sheet, Trial Balance, Budget Summary, Bank Statement, and 4 others

Why connect Xero to Coupler.io?

• Automate financial reporting — Schedule regular data refreshes so your spreadsheets and dashboards always reflect the latest accounting data.

• Build custom dashboards — Export P&L, Balance Sheet, or transaction data to Looker Studio, Power BI, or Google Sheets for visualization beyond what Xero offers natively.

• Combine with other sources — Merge Xero data with CRM, e-commerce, or advertising data for a full picture of business performance.

• Flexible destinations — Export to AI tools, Google Sheets, Excel, BigQuery, Looker Studio, Power BI, or other supported destinations.

Prerequisites

Before connecting, make sure you have:

• A Xero account with access to the organization you want to pull data from

• Standard or Advisor-level access to the Xero organization

• A Coupler.io account

If you have access to multiple Xero organizations (tenants), you'll select which one to pull data from during setup. If you add a new tenant later, you'll need to reconnect your Xero account in Coupler.io for it to appear.

Quick start

Start with a Profit And Loss report using the Date-by-row format, with End date set to 2025-12-31 and Start date to 2025-01-01, Number of periods to compare = 11, and Period = Month. This gives you a monthly P&L for the current year. Run it once to verify the connection, then set up a daily or weekly auto-refresh — and update the dates each year.

How to connect

Both Xero data sources use OAuth authentication — you sign in with your Xero account directly.

1

In Coupler.io, create a new data flow and select Xero (for entity data) or Xero Reports (for financial reports) as the source.

2

Click Connect and sign in with your Xero account. Grant Coupler.io permission to view your Xero data and click Allow access.

3

Select the Xero tenant (organization) you want to pull data from.

4

For Xero (entities): Select a data entity (e.g., Invoices, Contacts, Bank Transactions). Optionally choose a Report type (Simple or Detailed) and configure Where, Order by, and Split by parameters.

5

For Xero Reports: Select a report type (e.g., Profit And Loss, Balance Sheet). Choose a Report structure (Xero-style or Date-by-row format). Set the report period.

6

Choose your destination and run the import.