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.

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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.

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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.

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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.

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Bank transactions

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

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Credit notes

Property	Description
Order by	Sort results by any field. See Order by below.

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Items

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

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Accounts

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

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Bank transfers

Property	Description
Order by	Sort results by any field. See Order by below.

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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.

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Purchase orders

Property	Description
Order by	Sort results by any field. See Order by below.

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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.

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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.

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Employees (AU payroll)

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

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Leave applications (AU payroll)

Property	Description
Order by	Sort results by any field. See Order by below.

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Employees (UK & NZ payroll)

Property	Description
Filter	Filter employees by a specific value.

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Timesheets (UK & NZ payroll)

Property	Description
Filter	Filter timesheets by a specific value.
Order by	Sort timesheet results.

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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.

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Projects

Property	Description
Project IDs	Filter by one or more project IDs.

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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.

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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:

EmailAddress

Descending order:

Append DESC after the field name:

EmailAddress DESC