Access Live Xero Data in Google Sheets

Google Sheets is a from, web-based spreadsheet program. When paired with CData Connect Cloud, you can instantly access Xero data from within Google Sheets for data analysis, collaborations, calculations, and more. This article shows how to connect to Xero in your Connect Cloud instance and access live Xero data in Google Sheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for Xero, allowing you to easily access live Xero data in Google Sheets. Simply use the partner Connect Cloud Add-On to generate a query (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Xero, leveraging server-side processing to quickly return Xero data.

Connect to Xero in Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Xero" from the Add Connection panel
3. Xero uses OAuth to authenticate. Click "Sign in" to authenticate with Xero.
4. Navigate to the Permissions tab in the Add Xero Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Xero data from Google Sheets.

Access Live Xero Data in Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Xero data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. Xero1), Table (e.g. Items, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to Xero Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Xero data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.