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How to use advanced settings in Xero source

When setting up a Xero importer in Coupler.io, you can use advanced settings to control exactly which data gets pulled. Instead of importing everything and filtering it later in your spreadsheet or dashboard, you can narrow down results at the source.

This article explains what filters are available for each Xero data entity and how to use them.


How to add a filter

  1. Open your Xero importer in Coupler.io and go to the Source tab.

  2. Scroll down to the Advanced settings section.

  3. Click + Add new.

  4. Select a Property from the dropdown — this is the filter type (e.g., Invoice IDs, Search term, Order by).

  5. Enter the corresponding Value in the text field next to it.

  6. Add more filters as needed by clicking + Add new again.


Available filters by data entity

Invoices

Property
Description

Invoice IDs

Filter by a comma-separated list of Invoice IDs. Example: INV-001-ID, INV-002-ID

Invoice numbers

Filter by a comma-separated list of invoice numbers. Example: INV-0001, INV-0002

Contact IDs

Filter by a comma-separated list of Contact IDs.

Search term

Case-insensitive text search across fields such as InvoiceNumber and Reference.

Unit decimal places

Set to 4 to use four decimal places for unit amounts. Default is 2.

Where

Filter by any field using an expression. See how to use the Where filter.

Order by

Sort results by any field. See Order by below.


Contacts

Property
Description

Contact IDs

Filter by a comma-separated list of Contact IDs.

Search term

Case-insensitive text search across contact fields such as name and email.

Where

Filter by any field using an expression. See how to use the Where filter.

Order by

Sort results by any field. See Order by below.


Bank transactions

Property
Description

Where

Filter by any field using an expression. See how to use the Where filter.


Credit notes

Property
Description

Order by

Sort results by any field. See Order by below.


Items

Property
Description

Unit decimal places

Set to 4 to use four decimal places for unit amounts. Default is 2.


Accounts

Property
Description

Where

Filter by any field using an expression. See how to use the Where filter.


Bank transfers

Property
Description

Order by

Sort results by any field. See Order by below.


Linked transactions

Property
Description

Contact ID

Get all linked transactions assigned to a specific customer.

Linked transaction ID

The Xero identifier for a specific linked transaction.

Source transaction ID

Get linked transactions created from a specific ACCPAY (accounts payable) invoice.

Target transaction ID

Get linked transactions allocated to a specific ACCREC (accounts receivable) invoice.


Purchase orders

Property
Description

Order by

Sort results by any field. See Order by below.


Quotes

Property
Description

Contact ID

Filter quotes belonging to a specific contact.

Quote number

Filter by a specific quote number. Example: QU-0001

Order by

Sort results by any field. See Order by below.


Tracking categories

Property
Description

Where

Filter by any field using an expression. See how to use the Where filter.

Order by

Sort results by any field. See Order by below.


Employees (AU payroll)

Property
Description

Where

Filter by any field using an expression. See how to use the Where filter.


Leave applications (AU payroll)

Property
Description

Order by

Sort results by any field. See Order by below.


Employees (UK & NZ payroll)

Property
Description

Filter

Filter employees by a specific value.


Timesheets (UK & NZ payroll)

Property
Description

Filter

Filter timesheets by a specific value.

Order by

Sort timesheet results.


Timesheets (AU payroll)

Property
Description

Where

Filter by any field using an expression. See how to use the Where filter.

Order by

Sort results by any field. See Order by below.


Projects

Property
Description

Project IDs

Filter by one or more project IDs.


Time by projects

Property
Description

User ID

Filter time entries by a specific user.

Task ID

Filter time entries by a specific task.

Is chargeable

Set to true to return only chargeable time entries.

Invoice ID

Filter time entries linked to a specific invoice.

Contact ID

Filter time entries linked to a specific contact.


Order by

The Order by filter lets you sort results by any field in the data entity.

Ascending order (default):

Enter the field name as the value. Example — to sort contacts by email address:

Descending order:

Append DESC after the field name:

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