Tableau Connector for Xero

Build 24.0.9060

Projects

Query, insert and update projects for a Xero organisation.

Table-Specific Information

Creating Projects

A Project must be created with a Name and ContactId. The ContactId comes from the ContactId column in the Contacts table of the Accounting API. An EstimateValue may also be provided to set the initial estimate for the project:

INSERT INTO Projects (Name, ContactId, Deadline, EstimateValue) VALUES ('Construct Parking Lot', '1c5ac798-1e31-4c09-82ac-4781261ff20a', '2025-01-01', 250000)

Updating Projects

Once a project has been created, only its Deadline and EstimateValue may be updated:

UPDATE Projects SET Deadline = '2022-01-01', EstimateValue = 150000 WHERE ProjectId = '1de78bad-5a81-4cb8-ab53-5a1a3bc73b29'

Columns

Name Type ReadOnly Description
ProjectId [KEY] String True

The unique Xero identifier of the project.

ContactId String False

The ID of the Contact the project was created for

Name String False

The name of the project.

CurrencyCode String True

The currency used within the project.

MinutesLogged Int True

The total minutes logged against all tasks in the project

TotalTaskAmountValue Decimal True

The total actuals amount of each project task

TotalTaskAmountCurrency String True

The currency of the TotalTaskAmountValue

TotalExpenseAmountValue Decimal True

The total actuals amount of each project expense

TotalExpenseAmountCurrency String True

The currency of the TotalExpenseAmountValue

MinutesToBeInvoiced Int True

The total minutes across all tasks which have not been invoiced

TaskAmountToBeInvoicedValue Decimal True

The total AmountToBeInvoicedValue for each task in the project

TaskAmountToBeInvoicedCurrency String True

The currency of the TaskAmountToBeInvoicedValue

TaskAmountInvoicedValue Decimal True

The total AmountInvoicedValue for each task in the project

TaskAmountInvoicedCurrency String True

The currency of the TaskAmountInvoicedValue

ExpenseAmountToBeInvoicedValue Decimal True

The total of all the expenses in the project which have not been invoiced

ExpenseAmountToBeInvoicedCurrency String True

The currency of the ExpenseAmountToBeInvoicedValue

ExpenseAmountInvoicedValue Decimal True

The total of all the expenses in the project which have been invoiced

ExpenseAmountInvoicedCurrency String True

The currency of the ExpenseAmountInvoicedValue

ProjectAmountInvoicedValue Decimal True

The total amount that has been invoiced across the whole project

ProjectAmountInvoicedCurrency String True

The currency of the ProjectAmountInvoicedValue

DepositValue Decimal True

The deposit for the project

DepositCurrency String True

The currency of the DepositValue

DepositAppliedValue Decimal True

The amount of the deposit which have been credited to project invoices.

DepositAppliedCurrency String True

The currency of the DepositAppliedValue

CreditNoteValue Decimal True

The total amount of credit notes in the project

CreditNoteCurrency String True

The currency of the CreditNoteValue

Deadline Date False

The currency of the CreditNoteValue

TotalInvoicedValue Decimal True

The total amount invoiced to the project across all categories

TotalInvoicedCurrency String True

The currency of the TotalInvoicedValue

TotalToBeInvoicedValue Decimal True

The total amount for the project that is yet to be invoiced, across all categories

TotalToBeInvoicedCurrency String True

The currency of the TotalToBeInvoicedValue

EstimateValue Decimal False

The estimate for the project

EstimateCurrency String True

The currency of the EstimateValue

Status String True

Either INPROGRESS or CLOSED

TenantId String False

The ID of the tenant to query instead of the connection tenant

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060