Xero
Dashboard and Reporting Software

To connect Xero in Databox, users must have an Invoice only, Standard or Advisor user role in Xero account. Additionally, Reports must be enabled as an Extra Permission. Learn more about Xero user roles and permissions here.

When multiple currencies are being used in a Xero account, users will be prompted to select the currency they would like to report in when connecting Xero to Databox. In order to report on Xero data in Databox in multiple currencies, Data Calculations feature can be used to set up a currency conversion. Learn more about this here.

When a single currency is being used in a Xero account, users will not be prompted to select the currency they would like to report in when connecting Xero to Databox. Metrics in Databox will automatically report in the currency set in Xero Account.

Currently, Databox is syncing and displaying values only on Accrual basis. Accrual accounting is a method of accounting where revenues and expenses are recorded when they are earned, regardless of when the money is actually received or paid.

Request for Cash basis can be upvoted on the public Databox Roadmap page here: https://roadmap.databox.com/b/metrics/xero-cash-basis/.

In order to sync data on Cash basis in Databox, the following workarounds can be considered:

• Google Sheets integration – by exporting desirable data from Xero into .CSV format at least, and later add it to Google Sheets files. Those files then can be connected, and Custom Metrics created from it: https://central.xero.com/s/article/Export-data-out-of-Xero-GL.
• Zapier integration: https://zapier.com/apps/xero/integrations/databox. The only limitation with Zapier is that it is an event/trigger based app. In other words, it can only push data to Databox when something happens now (i.e. a form is submitted). This limits the historical data that can be synced using Zapier (i.e. all of the form submissions for the past year cannot be synced via Zapier).
• Integromat integration: https://www.integromat.com/en/integrations/databox/xero. Unlike Zapier, Integromat allows you to sync historical data and current data to Databox at scheduled intervals. This platform offers additional flexibility with their native integrations, such as making API calls or formatting data in a particular way.

Future data cannot be synced and displayed in Databox. Databox syncs financial data only up to the current month. For example, if using ‘This Year’ as a Date Range, data will be displayed from January 1st up until the end of the current month.

Custom Xero reports are not supported in Databox due to API limitations. Databox currently supports only default reports available in the Xero User Interface.

In case custom or modified reports are being used in Xero User Interface, metrics associated with those reports will not display the data on Databox Databoards or discrepancies will be present in cases of modified reports.

Different Xero metric have different granularity characteristics. Learn more about Granularity here.

• Due to API limitations, hourly granularity (showing data by hours) is not supported for Xero metrics. This may affect visualization options for Charts in Databox. For example, if a Xero metric is used on a Line or Bar Chart with ‘Yesterday’ Date Range selected, hourly data will not be displayed on the Chart. However, the big number above the Chart will accurately reflect the Metric value for the selected Date Range, provided that the metric supports daily data.
• Monthly, quarterly and yearly granularities are supported for all Xero metrics.
• Due to API limitations, daily and weekly granularity (showing data by days or weeks) are not supported for the following Xero metrics:

• • Average Creditors Days Average Debtors Days
  • Bank Fees
  • Cash Received
  • Cash Received by Bank Account
  • Payments by Contact
  • Cash Spent
  • Cash Spent by Bank Account
  • Purchase Orders by Contact
  • Cash Surplus (Deficit)
  • Closing Balance
  • Closing Balance by Bank Account
  • Creditors
  • Current Assets to Liabilities
  • Debtors
  • Direct Costs
  • Expenses
  • Gross Profit
  • Gross Profit (Budget)
  • Gross Profit Margin
  • Income
  • Net Assets
  • Net Profit
  • Net Profit (Budget)
  • Net Profit Margin
  • Opening Balance
  • Opening Balance by Bank Account
  • Other Income
  • Profit (Loss)
  • Revenue
  • Revenue by Code (COA)
  • Return of Investment (p.a.)
  • Sales
  • Short Term Cash Forecast
  • Term Assets to Liabilities
  • Total Assets
  • Current Assets by Asset
  • Current Cash and Cash Equivalents by Asset
  • Current Property, Plant and Equipment by Asset
  • Total Cost of Sales (Budget)
  • Total Cost of Sales (Budget) by Type
  • Total Expenses (Budget)
  • Total Income
  • Total Income (Budget)
  • Budget Summary by Type
  • Profit and Loss by Subtype
  • Profit and Loss by Type
  • Total Liabilities
  • Current Equities by Equity
  • Current Liabilities by Liability
  • Current Non-liabilities by Liability
  • Total Operating Expenses
  • Total Operating Expenses (Budget)
  • Total Operating Expenses (Budget) by Type