Xero Connector

Stream 52 metrics and 308 dimensions from Xero into Snowflake with the Xero Connector powered by Windsor.ai, no pipelines, no delays, just clean, query-ready financial data.<br/><br/>**1. Scope & Value**

- **Up-to-date financial data** Automatically sync sales, expenses, assets, product/service catalogs, and tax data (including GST and corporate tax) from Xero.
- **Accessible anywhere, anytime** Xero’s cloud-native design ensures accounting data is always available to business owners and teams.
- **Query-ready on arrival** Data arrives in fully typed, incrementally updated tables (no VARIANT columns), ready for immediate SQL analysis.
- **Runs 100% in your account** Operates fully within your Snowflake warehouse, leveraging Snowflake’s native security and governance.
- **Zero maintenance** Windsor.ai handles schema changes, backfills, retries, and rate limits automatically.

**2. Sample Tables & Schemas**

- **XERO_INVOICES** (invoice-level): Sample fields include invoice_id, contact_id, invoice_number, invoice_date, due_date, total, amount_due, status, _load_timestamp
- **XERO_CONTACTS** (contact-level): Sample fields include contact_id, contact_name, email_address, phone, address, city, region, postal_code
- **XERO_ACCOUNTS** (account-level): Sample fields include account_id, code, name, type, tax_type, class, status, _load_timestamp.

**3. Workflow for Data Consumers**

1. Install the Xero Connector from Snowflake Marketplace.
2. Authenticate with Xero.
3. Select your organisation.
4. Choose destination database/schema (tables are auto-created).
5. Query & share: join with other data, feed dashboards, or securely share via Snowflake Secure Share.

原始信息汇总

Xero Connector 数据集概述

数据集提供商

• Windsor.ai

数据集特点

• 免费：提供无限访问权限
• 数据范围：包含52个指标和308个维度的Xero数据
• 数据同步：自动同步销售、支出、资产、产品/服务目录和税务数据（包括GST和企业税）

数据表结构

• XERO_INVOICES（发票级别）
  • 示例字段：invoice_id, contact_id, invoice_number, invoice_date, due_date, total, amount_due, status, _load_timestamp
• XERO_CONTACTS（联系人级别）
  • 示例字段：contact_id, contact_name, email_address, phone, address, city, region, postal_code
• XERO_ACCOUNTS（账户级别）
  • 示例字段：account_id, code, name, type, tax_type, class, status, _load_timestamp

工作流程

1. 从Snowflake Marketplace安装Xero Connector。
2. 使用Xero进行身份验证。
3. 选择您的组织。
4. 选择目标数据库/模式（表自动创建）。
5. 查询和共享：与其他数据连接，输入仪表板，或通过Snowflake Secure Share安全共享。

业务需求

• 全面财务报告：财务团队可以构建全面的财务报告和仪表板，深入了解业务表现。
• 集成业务分析：将Xero数据与其他业务系统（如CRM、销售和营销）数据结合，实现360度业务视图。

安全性

• 安全审查：已完成Snowflake安全审查。
• 基于角色的访问控制：数据受Snowflake基于角色的访问控制保护。
• 推荐权限：安装后，建议根据需要授予账户级别权限、对象权限、连接和应用事件权限。

其他信息

• 数据刷新：静态数据
• 云区域可用性：支持AWS多个区域，包括非洲（开普敦）、亚太（雅加达）、亚太（孟买）、亚太（大阪）等45个区域。
• 法律条款：标准条款