Import Linked Transactions from Google Sheets

SECTIONS IN THIS ARTICLE

Design Template
Select Object, Performance, Get-go Cell and Rows way
Mapping fields
Schedule Automatic Refresh
Upload in I Click
Modify Template
YouTube Videos

In guild to upload data in Xero, you demand to be logged in into current Xero organization. Upload functionality is congenital on peak of Xero API functionality and utilise the structures that Xero API supports. The first step is to create a template.

#How to pattern a template to upload information from Google Sheets to Xero?

This is ane fourth dimension process. The easiest way to map your information to Xero object fields is to become to Extensions -> K-Accon for Xero -> Reports Designer -> Blueprint Accounting Report, select Linked Transactions object (tabular array) from the drop downwards menu and all attributes which you lot would like to upload. This gives yous the structure that can exist easily mapped and post into Xero business relationship. You tin select all or some attributes based on your preferences.

  • Export Linked Transactions into Google Sheets

To find a certain field in the attributes list, you can type the name of the aspect and all attributes which has the entered value in it volition exist highlighted in the beneath box.

In our example, we are retrieving Linked Transactions  from one of the Xero organizations. Hither is the result of the execution.

Linked Transaction Table in Google sheet

Let'south presume we demand to add a New Account in Google spreadsheet and upload it into Xero. Nosotros take entered a new account with proper noun, blazon, status, and other account attributes. Next stride is to create the Upload Template. In order to create the Upload Template, you demand to go to Extensions -> M-Accon for Xero ->Upload Accounting Data to Xero 'Company Proper noun'.

#How to Select Object, Operation, Start cell and Rows mode?

You will come across theUpload Accounting Data to Xero 'Company Name'screen where you tin can specify what are you planning to change in Row Selection Mode, what object you lot are working on, what performance you demand, what the first prison cell is and, where your result will exist displayed in your Google Sheets.

  • Upload Data

Row Choice Mode gives yous the ability to make the following selections (Notice: You practice not demand to select All Information area):

  • Row Selection Manner

You lot tin can work onALL Rows
OnlyNew Rows
Currently Selected Rows
You can also specify Data Range and in this instance you demand to selectRows in the Specified Data Range
Or you can specify the row numberSpecified Row Number.

Your next footstep is to select the Xero tabular array (object) where you want to upload your data. Select theLinked Transactions table and choose the operation from theSelect Functioning drop downwardly box. Chiliad-Accon for Xero supports Insert and Update operations.Linked Transactions support Insert operations.

  • Select Xero Object and Select Operation

TheAddress of the First Table Header Cell is the identifier of the top left corner of the DataSet and needs to be fix upwardly in instance the data is not starting from A1, for case, in our case our template starts in A11. TheResult Cavalcadefield is used to set the position of upload results.

  • Address of the Get-go Table Header Cell

WhereId is object id,Success will exist true in instance operation was fulfilled successfully,Created will be true in case insert was successfully,Mistakedisplays a error in case error happens andTimestamp is the fourth dimension when operation was performed.

When accounts are created successfully the deep link(s) to Xero Accounts screen volition be provided to you.

#How to MAP fields?

Option 2,Map table cavalcade headers and object fields, allow to you to map fields from your template to Xero fields. Fields in Xero tabular array brandish the list of available Xero fields that can be entered or updated. Xero object fieldsCANNOT be changed. The goal is to map DataSet headers to the Xero object fields. G-Accon provides field data types and detached values. Column mapping contains the headers of your DataSet.

Every bit our unique feature we besides support custom field mappings. There are no restrictions on how your input DataSet headers are named. If any mandatory fields during the upload process are missed, you lot would be notified with the fault message. For your convenience, we provide data types and values in case Xero object field has fixed values such as "tax type", "type", "status", etc. Please note that majority of fixed values take the internal Xero format and they are different from Xero user interface values.

Yous have the ability toElevate a field from Fields in Xero table above andDROP on the column you want to map it to.

#How to schedule automatic Information Upload?

To schedule the machine upload, you tin create a workflow thru the choice Create Workflow and schedule automobile upload and notification processes. Automatic workflow allows users to create different workflows, include specific templates, fix the dissimilar schedules for different workflows, notify the customers, clients, and the team members using different automatic notifications inside the same spreadsheet.
Run into theCreate Workflow for further information.

#How to UPLOAD information in One Click

G-Accon offers the amazing ability to upload your financial data in 1 click. You just demand to go to Extensions -> Thousand-Accon for Xero -> and select Upload to Xero based on Templates for Current Sheet. As a result your data will be uploaded to Xero organizations right away without whatsoever filibuster. To schedule the auto upload, y'all can create a workflow thru the option Create Workflow and schedule machine upload and notification processes.

  • Upload to Xero based on Templates for Current Sheet.

#How to Change the Upload Template?

You are in the middle of the refresh procedure and y'all realize you lot need to modify your report. You lot demand to select Extensions -> Grand-Accon for Xero -> Update/Modify/Delete Templates for Current Canvas

  • Update/Change/Delete Templates for Current Sheet

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

#YouTube Video

You can view theYouTube video on how to create the template and upload data from google spreadsheet to Xero or QuickBooks accounts:Upload Journal Entries