Tableau Connector for Xero

Build 24.0.9060

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

CData Tableau Connector for Xero Views

Name Description
AgedPayablesByContact Query Aged Payables for a Contact.
AgedReceivablesByContact Query Aged Receivables for a Contact.
BalanceSheet Query a monthly Balance Sheet.
BankStatement Query the transactions listed on the account.
BankSummary Query the balances and cash movements for each bank account.
BrandingThemes Query the Branding Themes defined for the Xero organisation.
BudgetLines Query Budget line items for a Xero organisation
Budgets Query Budgets for a Xero organisation
BudgetSummary Query a monthly Budget Summary.
ContactCISSettings Query CIS settings for contacts in a Xero organisation.
CreditNoteAllocations Query credit note allocations for a Xero organisation.
Currencies Query the Currencies for a Xero organisation.
ExecutiveSummary Query a summary of changes between a month and the previous month
ExpenseClaimPayments Query payments for a Xero organisation.
ExpenseClaimReceipts Query claimed receipts for a Xero organisation.
HistoryBankTransfers Query BankTransfer history and notes for a Xero organization.
HistoryExpenseClaims Query ExpenseClaim history and notes for a Xero organization.
HistoryItems Query Item history and notes for a Xero organization.
HistoryOverpayments Query Overpayment history and notes for a Xero organization.
HistoryPayments Query Payment history and notes for a Xero organization.
HistoryPrepayments Query Prepayment history and notes for a Xero organization.
HistoryReceipts Query Receipt history and notes for a Xero organization.
HistoryRepeatingInvoices Query RepeatingInvoice history and notes for a Xero organization.
Journals Query the line items in journals for a Xero organisation.
Organisation Query organisation data for a Xero organisation.
OrganisationActions Query organisation data for a Xero organisation.
OverpaymentAllocations Query overpayment allocations for a Xero organisation.
Overpayments Query Overpayments for a Xero organisation.
PrepaymentAllocations Query prepayment allocations for a Xero organisation.
Prepayments Query Prepayments for a Xero organisation.
ProfitAndLoss Query a Profit and Loss report over a date range.
RepeatingInvoices Query Repeating Invoice templates.
Tenants Query the list of organizations connected to your Xero account.
TrackingCategories Query Tracking Categories for a Xero organisation.
TrialBalance Query a monthly Trial Balance.
Users Query users for a Xero organisation.

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Build 24.0.9060