Tableau Connector for Xero

Build 24.0.9060

Journals

Query the line items in journals for a Xero organisation.

Table Specific Information

The Journals view allows you to SELECT the journal lines in journals for a Xero organization. The Id column is generated by the connector; this value combines the index of the line item with the unique, Xero-generated JournalId.

Optimized Filters and High Volume Thresholds

The Xero API defines a list of optimized filters for certain tables and views. If any query filter not included in this list is applied to any such table or view, and the number of records available in that table or view exceeds a certain value (what Xero calls a "high volume threshold"), the Xero API will block the query.

To avoid the rejection of your queries by the Xero API, if the the number of records in your table or view exceed the high volume threshold, make sure to use filters from the list of optimized filters.

Note that the high volume threshold, as well as the exact list of optimized filters, is subject to change as Xero updates its API.

The Journals view has a high volume threshold of 100. The Xero API does not list any optimized filters for this view.

SELECT

The Xero API allows extensive filtering and ordering. You can define WHERE and ORDER BY clauses in a query to filter and order the results using any non-line-item column.

Note: The Xero API does not support filtering on line items or journal lines.

Columns

Name Type Description
Id [KEY] String The journal line index combined with the unique Xero identifier of the journal.
JournalId String The unique Xero identifier of the journal.
JournalDate Date The date the journal was posted.
JournalNumber Integer The journal number, assigned by Xero.
CreatedDateUTC Datetime The date the journal was entered in the system.
Reference String A reference value.
SourceId String The identifier for the source transaction (e.g. InvoiceId).
SourceType String The journal source type. The type of transaction that created the journal. (e.g ACCREC, ACCPAY, ACCRECCREDIT)
JournalLine_JournalLineId String The unique Xero identifier of the journal line item.
JournalLine_Description String The description of the journal line item.
JournalLine_AccountId String The account associated with the line item in the journal.
JournalLine_AccountCode String Customer-defined alphanumeric account code; e.g, 200 or SALES.
JournalLine_AccountType String The type of the account; e.g., BANK, CURRENT, or CRRLIAB.
JournalLine_AccountName String The name of the account.
JournalLine_NetAmount Decimal The net amount of the line item. This value is positive for debits and negative for credits.
JournalLine_GrossAmount Decimal The net amount plus the tax amount.
JournalLine_TaxAmount Decimal The total tax on a journal line.
JournalLine_TaxType String The type of the tax rate, which varies by country. User-defined tax rates have a TaxType of TAX001, TAX002, etc.
JournalLine_TaxName String A name that identifies the tax type.
LineItem_TrackingCategory1_CategoryId String The Id of a tracking category. The API allows two optional tracking categories to be defined.
LineItem_TrackingCategory1_CategoryName String The name of a tracking category. The API allows two optional tracking categories to be defined.
LineItem_TrackingCategory1_OptionId String The Id of a tracking category. The API allows two optional tracking categories to be defined.
LineItem_TrackingCategory1_OptionName String The option of a tracking category. The API allows two optional tracking categories to be defined.
LineItem_TrackingCategory1_Option_Stat String The status of a tracking category. The API allows two optional tracking categories to be defined.
LineItem_TrackingCategory2_CategoryId String The Id of a tracking category. The API allows two optional tracking categories to be defined.
LineItem_TrackingCategory2_CategoryName String The name of a tracking category. The API allows two optional tracking categories to be defined.
LineItem_TrackingCategory2_OptionId String The Id of a tracking category. The API allows two optional tracking categories to be defined.
LineItem_TrackingCategory2_OptionName String The option of a tracking category. The API allows two optional tracking categories to be defined.
LineItem_TrackingCategory2_Option_Stat String The status of a tracking category. The API allows two optional tracking categories to be defined.
TenantId String The ID of the tenant to query instead of the connection tenant

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
ModifiedAfter String If set, only journals created or modified since this timestamp will be returned e.g. 2009-11-12T00:00:00.
PaymentsOnly Boolean Set this to true to get cash transactions only.
Offset Int If provided, only journals with a higher JournalNumber will be returned.

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Build 24.0.9060