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Built-in Data Transformations

Easily transform your data with built-in data transformations to ensure your data is clean, accurate, and ready for use.

Format Dates
Format Dates

Format dates from and to any other format you need.

Change Text Casings
Change Text Casings

Change and customize text casings for example to uppercase, lowercase, title case, etc.

Clean Data
Clean Data

Clean data to remove any unwanted characters, spaces, or symbols.

Replace With Regex
Replace With Regex

Use Regex to replace any text or characters with a new value.

Format Numbers
Format Numbers

Format numbers to any other format you need.

Dynamic Template
Dynamic Template

Create dynamic designs with your data using templates.

Available Sources and details

Check all the questions answers related to the Xero connections. need more help?

Accounts

Retrieve a list of accounts from a Xero organization's chart of accounts.

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Bank Transactions

Bank transactions in Xero represent financial transactions that occur in your organization's bank accounts, such as deposits, withdrawals, transfers, and more.

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Bank Transfers

Bank transfers in Xero represent financial transactions that involve moving money from one bank account to another.

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Batch Payments

Batch payments in Xero are typically used for scenarios where you need to make multiple payments at once, such as paying multiple invoices or bills to various recipients simultaneously.

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Budgets

Budgets in Xero are used to plan and track expected financial performance over a specified time frame, such as a fiscal year.

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Contact Groups

Contact groups are used for organizing and managing contacts in a more structured way, making it easier to work with specific sets of contacts for various purposes.

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Contacts

Contacts can include various details like names, addresses, contact information, and additional custom fields, depending on the organization's needs.

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Credit Notes

Credit notes represent transactions that reduce the amount a customer owes to the business due to overcharges, returns, or other reasons.

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Employees

Employee data can include details such as names, contact information, employment details, and payroll information.

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Invoices

Invoices represent transactions created by the business to bill customers for products or services.

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items

Items can include details such as product names, descriptions, prices, and other information related to the products or services the business offers.

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Overpayments

Overpayments represent situations where a customer has paid more money than is required to settle an invoice.

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Payments

Payments in the context of Xero Accounting represent financial transactions made by customers to settle invoices or bills.

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Purchase Orders

Purchase orders represent transactions created by the business to request products or services from suppliers.

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Quotes

Quotes represent transactions created by the business to provide customers with estimates of costs for products or services.

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Tax Rates

Tax rates represent the rates or percentages applied to financial transactions to calculate the amount of tax to be levied.

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Users

Users can include details such as names, email addresses, roles, and permissions within the Xero organization.

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Stripe

Stripe is a payment processing platform that lets your business safely and effectively accept online and credit card payments.

Shopify

Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.

Freshbooks

FreshBooks is accounting or bookkeeping software. The online service is an excellent option if you're looking for an online accounting solution and invoicing software to help your business keep track of cash flow, track expenses, create expense reports, and receive online payment for goods or services more efficiently.

Woocommerce

WooCommerce is an open-source flexible software solution built for WordPress-based websites. It's commonly used to create online e-commerce shops.

Quickbooks

QuickBooks is a full-featured business and financial management suite complete with tools for accounting, inventory, payroll, tax filing, invoicing, bank account tracking and reconciliation, expense management, budgeting, payment processing, and accounts receivable and accounts payable management.

Xero

Build custom apps and integrations that solve unique problems for small businesses using Xero.

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