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Xero: Import Entity

Description

Section titled “Description”

Imports one Xero Accounting API entity, scoped to the connection’s organisation, over your Xero connection into a project table. Pick the connection, the entity type, and any filters; the step pulls matching records and writes them, with no query to author.

One step type covers eleven entities, from reference data (chart of accounts, contacts, items, tax rates, currencies) to transactional records (invoices, credit notes, payments, manual journals, bank transactions).

Configuration

Section titled “Configuration”
Field Required Notes
Xero Connection Yes The Xero connection to read through.
Target Table Yes The project table the results are written to.
Entity Type Yes Which entity to pull. Default Invoices.
Status No Narrows to a single Xero Status value, for example AUTHORISED or PAID.
Date From No YYYY-MM-DD lower bound on the entity’s Date.
Date To No YYYY-MM-DD upper bound on the entity’s Date.
Updated After No Sent as a modified-since cutoff, so only rows changed after it are returned. Blank pulls everything.

Entity Types

Section titled “Entity Types”
Entity Type What it holds
Chart of Accounts Account code, name, type, class, tax type, status, reporting code.
Contacts Customers and suppliers, with their status, tax number, and default currency.
Invoices Sales and purchase invoices, with contact, dates, status, totals, and amount due.
Credit Notes Credit notes against sales or purchases, with contact, date, status, and total.
Payments Payments with date, amount, status, and bank account.
Manual Journals Journal narration, date, and status.
Bank Transactions Spend and receive transactions, with date, status, total, and reconciliation flag.
Items Inventory and service items, with tracking flag and quantity on hand.
Tracking Categories Tracking category names and status.
Tax Rates Tax rate names, types, status, and effective rate.
Currencies Currency codes and descriptions.
Section titled “Related”