Stored Procedures
Stored procedures are function-like interfaces that extend the functionality of the add-in beyond simple SELECT/INSERT/UPDATE/DELETE operations with Xero.
Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Xero, along with an indication of whether the procedure succeeded or failed.
CData Excel Add-In for Xero Stored Procedures
| Name | Description |
| AllocatetoInvoice | Allocates a document (for example, credit note or payment) against an invoice. This is useful for ensuring that payments or credit notes are correctly applied to outstanding invoices. |
| CreateReportSchema | Allows for saving a dynamic Profit and Loss report as a custom schema. This is useful for generating recurring reports that meet specific financial analysis needs. |
| DisconnectOAuthAccessToken | Disconnects the OAuth access token used for authentication with Xero API. |
| DownloadAttachment | Retrieves an attachment from a specified document in Xero. Attachments can include scanned invoices, receipts, or any other related documents. |
| DownloadPDF | Downloads a specified document in PDF format from Xero. It's useful for obtaining physical copies of invoices, quotes, or other reports. |
| GetLimitInfo | Retrieves API call limit information for a Xero tenant. It helps you monitor and manage your API usage to ensure compliance with rate limits. |
| GetOAuthAccessToken | Obtains the OAuth access token to be used for authentication with Xero. |
| GetOAuthAuthorizationURL | Obtains the OAuth authorization URL for authentication with various Xero services. |
| ListAttachments | Retrieves a list of attachments that have been uploaded to documents in Xero, allowing you to track and access supporting documents linked to financial records. |
| RefreshOAuthAccessToken | Refreshes the OAuth access token used for authentication with various Xero services. |
| RevokeTenant | Disconnects a tenant from the application. Once revoked, the user must reauthorize the connection the next time they interact with the application. |
| SendInvoiceEmail | Sends an email to the contacts listed on a sales invoice, which can include the invoice details and any additional notes or payment instructions. |
| UploadAttachment | Uploads an attachment to an item in Xero, such as invoices, receipts, or contracts, for record-keeping and easy access. |