Export & Automate Xero Invoices in Google Sheets

Sections in this article

• Install G-Accon for Xero Google Sheets add-on if you don't have it installed.
• Connect Google Sheets to your Xero company (or multiple companies).
• Select from the menu Add-ons -> G-Accon for Xero -> Reports Designer -> Design Accounting Reports -> Invoices

Select parameters

There are required and optional attributes for Invoices report.

- Dynamic Date Range
You have the ability to set up the Dynamic Date Range. The report data will be calculated based on the selected Date Range. For your convenience, there are pre-populated values such as This Month, This Quarter, This Year, Last Month, and so on.

- Static Date Range
You also have the ability to set up the Static Date Range To and From

- Custom Date Range
You can also use the cell reference (the icons next to "To" and "From" fields) to set up the custom dates from your google sheet.

How to design a template for the report?

Select Invoices object (table) from the drop down menu. You can select all or some attributes based on your preferences.

To find a certain field in the attributes list, you can type the name of the attribute and all attributes which have the entered values in it will be highlighted in the below box.

Change Pull Settings (Optional Feature)

Change Pull Settings allows you to perform the following operations:

• Create a new Google Sheet
• Enforce pick list values
• Create deep link to Xero
• Freeze Data Table Header
• Keep Original Formatting
• Remove total/summary rows
• Retrieve headers
• Create a Data Table around pulled data
• Display Date Range
• Exclude from Auto Refresh
• Highlight Every Other Row

You can also provide the start cell, for instance, A11. And provide the name of the template in Template Name field, for instance, Template 1.
To execute the process, click on the Execute button. The report will be populated in the Google Sheet.

Select the field to filter by (Optional Feature)

Select the field to filter by allows you to perform the following operations:

• Filter By Field
• Filter By IDs

Order Results By (Optional Feature)

Order Results By filters allows you to order your result by:

• Order By Filter
• Order Type (Descending/Ascending)

How to schedule automatic data refresh?

To schedule the auto refresh, you can create a workflow thru the option Create Workflow and schedule auto refresh and notification processes. Automatic workflow allows users to create different workflows, include specific templates, set up the different schedules for different workflows, notify the customers, clients, and the team members using different automatic notifications within the same spreadsheet.
See the Create Workflow for further information.

How to automatically email and export to Excel/PDF/CSV files?

Email notification is very powerful functionality that allows to notify your customers about successfully refreshed queries/reports and provide them with the result of this updates as an attachment in Google Sheets, PDF, Excel or CSV file.

In Create Workflow menu select Emails tab and enter multiple recepients email addresses and an automatic export file format: Google Sheets, Excel, PDF os CSV.

See the Email Notifications for further information.

How to modify your report and update your template?

You are in the middle of the refresh process and you realize you need to modify your report. You need to select Add-ons -> G-Accon for Xero -> Update/Modify/Delete Templates for Current Sheet

Install G-Accon for Xero Free Trial from Google Workspace Marketplace:

No credit card required. Free 14-day trial.

Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.

Watch Quick Demo

Install G-Accon for Xero Free Trial from Google Workspace Marketplace:

No credit card required. Free 14-day trial.

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