Guide: Using Xero with Databox

HOW TO

How to connect Xero to Databox

IN THIS SECTION

How to connect Xero to Databox

To connect a Xero Account in Databox, go to   Data Manager > + New connection. Type Xero in the search bar and click on the green Connect button. 

This will open the  Authorization window, which is where you will be prompted to enter your Xero credentials and authorize the Databox app. 

How much historical data is synced when you first connect Xero to Databox?

When you connect a new Xero Data Source in Databox, 3 months worth of data is initially available. 

What time zone does Xero data sync in?

Xero data is synced in UTC. 

How to access pre-built Xero Templates

1
 Navigate to the  Templates page
2
 In the Data Source drop-down list, select Xero
3
 To view a preview of the Template populated with dummy data, click Preview
4
 To pull the Template into your Account and re-populate it with your own Xero data, click Use Template
5
 Select the appropriate Xero Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected Xero Account and can be found on the  Databoards page
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.

Popular Xero Templates

Xero      Xero: Profitability Overview
This Xero dashboard provides insights into cash flow, bank accounts, sales and expenses entered in Xero.
This Template helps you stay on top of your business sales and expenses.

How to build a Databoard using Xero data

1
 Navigate to  Databoards > + New Databoard > Start Blank
2
 Click on the  Datablock Library icon on the lefthand side of the Designer
3
 Select the appropriate Xero Account from the  Data Source drop-down list in the  Datablock Library
4
 View the list of pre-built Xero Datablocks in the  Datablock Library. Drag and drop your selected Datablock onto your Databoard    
5

 If a pre-built Datablock isn't available for your use case, click on the  Visualization Types icon under the Datablock Library icon

6
 View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard
7
 Click on the Datablock on the Databoard to open the corresponding  Datablock Settings on the righthand side of the Designer
8
 Select the appropriate Xero Data Source and Metric in the righthand Datablock Settings. This will update the Datablock and it will populate the Datablock with the corresponding data 
9
 Complete steps 4-8 until your Databoard is complete

Popular Xero Metrics

New Income Total Income Expenses



Profit and Loss by Type Invoices Issued Sales

You can view a full list of all Xero Metrics available in Databox here

Additional Information

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