Xero
Connect Xero to build dashboards on invoices, contacts, payments, and ledger data from your accounting organisation.
Read only access to your Xero accounting organisation. No writes back to Xero. You need an existing Xero accounting site to authorize. If your login has access to more than one organisation, you choose which one Flitch connects to during sign in.
Objects
| Object | Fields |
|---|---|
| Invoices | Records, total, status, contact, dates |
| Contacts | Records, name, email, addresses, balances |
| Accounts | Records, code, name, type, tax type |
| Payments | Records, amount, date, invoice, account |
| Bank Transactions | Records, type, total, status, account, date |
| Items | Records, code, name, sales and purchase details |
| Credit Notes | Records, total, status, contact, date |
| Quotes | Records, total, status, contact, date |
| Purchase Orders | Records, total, status, contact, date |
| Manual Journals | Records, narration, status, journal lines, date |
| Organisation | Record, name, country, currency, financial settings |
Scopes
Granular, read-only accounting scopes:
offline_access
accounting.contacts.read
accounting.settings.read
accounting.invoices.read
accounting.banktransactions.read
accounting.payments.read
accounting.manualjournals.readNo write or delete scopes. accounting.invoices.read covers credit notes, quotes, and purchase orders; accounting.settings.read covers accounts, items, and organisation.
Connect
Open Data
In app.flitch.io, open the Data page.
Add Xero
Top right, click Add, pick Xero.
Sign in with Xero
Complete the OAuth popup and authorize Flitch.
Choose an organisation
Pick the organisation (your Xero accounting site) you want to connect.
Pick objects and save
Tick the objects you want (default: all). Set a name. Save.
Each object becomes a dataset.
Refresh
Refresh is off by default. Every dashboard load runs a live query against Xero. Enable refresh to schedule a background refresh and serve from cache between runs. See Refresh.
Disconnect
- In Flitch: open the connection from the Data page and delete it. Tokens revoked, cache cleared.
- In Xero: open your Xero account's connected apps settings and remove Flitch.
Troubleshooting
Reconnect required. Tokens revoked or expired. Open the connection and click Reconnect.
Wrong organisation. Reconnect and select the correct organisation if you have access to more than one.
Missing records. Some records need their own granular scope (for example bank feeds). The shipped scopes cover the objects listed above.