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Access Live Xero Data in Excel (Desktop)


Use Connect Spreadsheets by CData to gain access to live Xero data from your Excel spreadsheets.

Looking for Connect Cloud instructions?

Your Connect Cloud account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Xero data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Xero in Connect Spreadsheets and access and update live Xero data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.


About Xero Data Integration

Accessing and integrating live data from Xero has never been easier with CData. Customers rely on CData connectivity to:

  • Connect to Xero Accounts and both US and Australian Payroll APIs.
  • Read, write, update, and delete Xero objects like Customers, Transactions, Invoices, Sales Receipts and more.
  • Use SQL stored procedures for actions like adding items to a cart, submitting orders, and downloading attachments.
  • Work with accounting, payroll, file, fixed asset, and project data.

Customers regularly integrate their Xero data with preferred tools, like Tableau, Qlik Sense, or Excel, and integrate Xero data into their database or data warehouse.


Getting Started


Configure Xero Connectivity for Excel

Connectivity to Xero from Excel is made possible through Connect Spreadsheets. To work with Xero data from Excel, we start by creating and configuring a Xero connection.

  1. Log into Connect Spreadsheets, click Connections and click Add Connection
  2. Select "Xero" from the Add Connection panel
  3. Xero uses OAuth to authenticate. Click "Sign in" to authenticate with Xero.
  4. Navigate to the Permissions tab in the Add Xero Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Xero data from Excel.

Access Live Xero Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Xero data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for Connect Spreadsheets and install the Add-in.
  4. Click Data and open the CData Connect Spreadsheets Add-In.
  5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
  6. In the Connect Spreadsheets panel in Excel, click Import
  7. Choose a Connection (e.g. Xero1), Table (e.g. Items), and Columns to import
  8. Optionally add Filters, Sorting, and a Limit
  9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Update Xero Data from Excel

In addition to viewing Xero data in Excel, Connect Spreadsheets also lets you update and delete Xero data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to Xero (your changes will be in red)
  2. In the Connect Spreadsheets Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
  4. Click Execute to push the updates to Xero

A notification will appear when the update is complete

Live Access to Xero Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Xero data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.

Ready to get started?

Learn more about Connect Spreadsheets or sign up for free trial access:

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