Sync Xero data in Google Sheets

Overview

All our features are interconnected, giving you easy access to all your Reports and Models. You can easily sync the following reports with Google Sheets via our add-on.

• Profit and loss

• Balance sheet

• Aged receivables

• Aged payables

• Account transactions

• Executive summary

• Payables invoices summary

• Receivables invoices summary

Installing gini

On our web app, navigate to "Sync Xero data in Google Sheets" → click "Learn more"

click "Install add-on"

You will be taken to our app listing on Google Workspace Marketplace. Click "Install"

A message will pop up, it will remind you that you are connecting your Google data to our add-on for your Xero organisation. Click "CONTINUE" to continue the installation of gini.

Your installation will take a few seconds to complete. You should receive a message like so:

Connecting Xero

To connect your Xero account to our Google Sheets add-on, navigate to the toolbar, click "Extensions" → "gini: Sync Xero data with a sheet" → "Sync data".

A sidebar will pop up, click "Create a connection".

A window will pop up to prompt you to connect your Xero account to our Google Sheets add-on. Log in with your email and password to start the connection process.

There will be a 2 Factor Authentication prompt, this is a security measure, accept the notification to continue the connection process.

Our add-on will request access to your Xero account. Select a Xero organisation to continue the connection process.

Click "Allow access". Your Xero organisation should be successfully connected

Syncing your Xero data

If you have not yet connected your Xero organisation to our add-on, click here for instructions on connecting your Xero account and then return to this page to know how to sync your data.

To connect your Xero account to our Google Sheets add-on, navigate to the toolbar, click "Extensions" → "gini: Sync Xero data with a sheet" → "Sync data".

A sidebar will pop up, click "Create a connection".

You will be then asked to select one of your connected Xero organisation(s).

Then you will be asked to choose a report to sync to the sheet. You can choose from a wide array of important financial reports. Select a report of your choice and then select the relevant date range

Select the period scale for the report. You can choose between Monthly, Quarterly or Yearly reporting periods.

Auto syncing your reports

Once you have selected the report and the period scale for the report, you can now choose to have that report auto-synced at a frequency of your choosing. First, check the box "Turn on auto sync" , select the sync frequency and then select the sync date

The data will be synced onto a new tab within the same Google Sheet document, you may rename the tab if desired. Type in the desired name of the tab in the text box under "Sheet Name".

Now that you have selected the report, reporting period, auto sync and sync frequency, sit back relax and let gini handle it from there. You never have to import a report again.

Troubleshooting

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