Xero Query Data Source

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SmartConnect 2017

Xero Query Data Source

The Xero query data source allows users to query required data from within Xero for use within SmartConnect.


To add a Xero data source to a map:

1.Select create or select the Maps Quick Link and double click on the map to be edited.
2.If creating a new map, enter the map id and description.
3.Select the data source button on the map setup window.
4.Select Bulk Data Load as the data source type.
5.Select Xero Query as the data source.
6.Select the required entity to be queried.



To filter the data returned from the selected entity:

1.Select the + button to add a filter.
2.Select an entity property, an operation and enter or select the value you want to filter by.


To remove a data filter:

1.Select the filter to be removed from the grid.
2.Select the - button to remove the filter. You will be prompted to confirm the deletion.


To restrict fields returned from Xero:

1.Select the fields button.
2.Check or uncheck the columns to be returned to SmartConnect. Note: child objects that may be returned with the Xero data may be turned on / off here.