Xero

The Lyftron Provider for Xero offers the most natural way to access Xero data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing Xero data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s Xero data provider and automatically build your data migration pipelines in minutes, not months

The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.

Key Features

• Comprehensive Delta load mechanism.
• Real-time access to Xero.
• Comprehensive full support of ANSI Sql to query data with ease.
• Collaborative query processing.

Prerequisites

The user must have credentials for Xero, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron

Establishing a Connection with Lyftron's Quickstart Steps

Create your Xero connection with Lyftron by following the 5 easy steps show below:

Step1. Add your connection

Click on Connect section on the left panel →  Click on Add Connection button

Step2. Select your connector

In the connector selection panel, search and click Xero for your connection 

Step3. Enter your connection details

In the Connection String section enter the values of the below parameters. The following connection string is required to establish Xero connection with Lyftron.

InitiateOAuth=GETANDREFRESH;OAuthClientId=[your_clientID];OAuthClientSecret=[your_clientSecret];

CallbackURL=[your_URl];

Key	Value	Field
Connection Name	Enter your connection details	Required
InitiateOAuth	GETANDREFRESH	Required
Logfile**	Use the logfile option to debug your job and provide your connection name to generate the log file.  [ConnectionConfigurationPath]\Connection_name_log.tx	Optional
Verbosity**	Choose verbosity 1-5 based on the severity of debugging	Optional

** For more information, check the Lyftron logging and debugging section.

If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.

Step4. Test your connection

Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.

 Step5. Save your connection

Hurray! Now you have successfully connected with the Lyftron Xero connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.

Data Model

The Lyftron Provider for Xero models entities in the Xero API as tables, views, and stored procedures. These are defined in schema files, which are simple, text-based configuration files.

API limitations and requirements are documented in this section; you can use the SupportEnhancedSQL feature, set by default, to circumvent most of these limitations.

Tables

The Lyftron Provider for Xero models Item Listings in tables so that they can be easily queried, updated, and deleted. You can list items on your Xero store by calling the AddItem stored procedure.

Views

Views are tables that cannot be modified. Typically, read-only data are shown as views.

Name	Type	Description
Accounts	Tables	Create, delete, and query accounts for a Xero organisation.
BankTransactions	Tables	Create, update, delete, and query bank transactions for a Xero organisation.
BankTransfers	Tables	Usage information for the operation BankTransfers.rsd.
BatchPayments	Tables	Create and query BatchPayments for a Xero organisation.
ContactGroups	Tables	Create, update, and query contact groups for a Xero organisation.
Contacts	Tables	Create, update, and query contacts for a Xero organisation.
CreditNotes	Tables	Create, update, delete, and query credit notes for a Xero organisation.
Employees	Tables	Create, update, and query employees for a Xero organisation.
ExpenseClaims	Tables	Create, update, and query expense claims for a Xero organisation.
HistoryBankTransactions	Tables	Create and query BankTransaction history and notes for a Xero organization.
HistoryBatchPayments	Tables	Create and query BatchPayment history and notes for a Xero organization.
HistoryContacts	Tables	Create and query Contact history and notes for a Xero organization.
HistoryCreditNotes	Tables	Create and query CreditNote history and notes for a Xero organization.
HistoryInvoices	Tables	Create and query Invoice history and notes for a Xero organization.
HistoryPurchaseOrders	Tables	Create and query PurchaseOrder history and notes for a Xero organization.
Invoices	Tables	Create, update, delete, and query Invoices for a Xero organisation.
Items	Tables	Create, update, delete, and query items for a Xero organisation.
LinkedTransactions	Tables	Create, update, and query LinkedTransactions for a Xero organisation.
ManualJournals	Tables	Create, update, and query manual journals for a Xero organisation.
Payments	Tables	Create and query payments for a Xero organisation.
PurchaseOrders	Tables	Create, update, delete, and query purchase orders for a Xero organisation.
Receipts	Tables	Create, update, delete, and query receipts for a Xero organisation.
TaxRates	Tables	Usage information for the operation TaxRates.rsd
AgedPayablesByContact	Views	Returns Aged Payables for a Contact.
AgedReceivablesByContact	Views	Returns Aged Receivables for a Contact.
BalanceSheet	Views	Returns a monthly Balance Sheet.
BankStatement	Views	Returns the transactions listed on the account.
BankSummary	Views	Returns the balances and cash movements for each bank account.
BrandingThemes	Views	Returns the Branding Themes defined for the Xero organisation.
BudgetSummary	Views	Returns a monthly Budget Summary.
ContactCISSettings	Views	Query CIS settings for contacts in a Xero organisation.
Currencies	Views	Retrieves the Currencies for a Xero organisation.
ExecutiveSummary	Views	Returns a summary of changes between a month and the previous month
ExpenseClaimPayments	Views	Create and query payments for a Xero organisation.
ExpenseClaimReceipts	Views	Create, update, delete, and query claimed receipts for a Xero organisation.
HistoryBankTransfers	Views	Create and query BankTransfer history and notes for a Xero organization.
HistoryExpenseClaims	Views	Create and query ExpenseClaim history and notes for a Xero organization.
HistoryItems	Views	Create and query Item history and notes for a Xero organization.
HistoryOverpayments	Views	Create and query Overpayment history and notes for a Xero organization.
HistoryPayments	Views	Create and query Payment history and notes for a Xero organization.
HistoryPrepayments	Views	Create and query Prepayment history and notes for a Xero organization.
HistoryReceipts	Views	Create and query Receipt history and notes for a Xero organization.
HistoryRepeatingInvoices	Views	Create and query RepeatingInvoice history and notes for a Xero organization.
Journals	Views	Query the line items in journals for a Xero organisation.
Organisation	Views	Query organisation data for a Xero organisation.
Overpayments	Views	Create and query Overpayments for a Xero organisation.
Prepayments	Views	Create and query Prepayments for a Xero organisation.
ProfitAndLoss	Views	Returns a Profit and Loss report over a date range.
Quotes	Views	Query quotes for a Xero organization
RepeatingInvoices	Views	Query Repeating Invoice templates.
Tenants	Views	Query the list of organizations connected to your Xero account.
TrackingCategories	Views	Query Tracking Categories for a Xero organisation.
TrialBalance	Views	Retrieve a monthly Trial Balance.
Users	Views	Query users for a Xero organisation.