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Connect to Xero

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Connect Xero to bring accounting data into Jepto — invoices, payments, contacts, line items, and your chart of accounts — alongside marketing sources like Google Ads and GA4. Use the fields in the Data Model for reports, Data Chat, and Jepto MCP.

Like other native platforms, Xero uses a two-step setup: sign in once at the account level, then attach the right Xero organisations to each client.

Find it: Data Sources → Connections (account login) and Data Sources on a client (organisation picker).

At a glance

Connect a Xero account once under Data Sources → Connections (or from the connect drawer).
Add Xero as a data source on a client and select one or more organisations (Xero tenants) for that client.
Jepto syncs Xero data after connect. A backfill runs immediately; incremental sync runs about every 12 hours per organisation.
Fields appear in the Data Model with the xero. prefix (for example xero.invoices.total, xero.payments.amount).
Reports and AI query the synced copy Jepto maintains — not the live Xero API on every card refresh.
Each plan includes a set number of data sources — see the pricing page. You can add more on the subscription page.

How data flows

From Xero login to a chart

Connection
Xero OAuth — stored at the Jepto account

↓ attach organisations to a client

Data source
Which Xero organisations this client uses

↓ backfill, then sync every ~12 hours

Synced Xero data
Invoices, payments, contacts, accounts, line items

↓ fields appear in

Data Model
xero.* metrics and dimensions for reports and AI

Connecting Xero does not require you to configure a Data Warehouse pipeline or map columns manually. Jepto pulls the standard Xero entities, stores them securely, and exposes a governed field catalog. See Data Sources for how native sources differ from external BigQuery and Sheets.

Add a Xero account

Authenticate Xero once for your Jepto workspace. The same login can be reused when you add Xero to multiple clients.

Go to Data Sources → Connections.
Click Connect and choose Xero, or open the Xero connect drawer from a client and use Connect Xero Account in the account dropdown footer.
Complete Xero sign-in and approve the permissions Jepto requests.
When the connection shows as active, return to the client and continue with the data source step below.

If sign-in fails or the account shows an error state, see Fixing Data Source Connection Errors.

Connect Xero to a client

Select the client (or start from All Clients and pick a client when prompted).
Go to Data Sources and add Xero.
Choose the Xero account (the email you connected in the previous section).
Select one or more Organisations. Use the refresh control if a tenant was just added in Xero and does not appear yet.
Click Connect.

Jepto starts a backfill for each selected organisation as soon as the data source is saved. Large histories can take a little time before every field returns rows in reports — allow the first sync to finish before judging empty charts.

To add or remove organisations later, open the Xero card on the client and choose Edit → Update.

What data is available

Xero fields are grouped by entity in the Data Model. You can combine related entities in one card when the schema allows (for example invoice totals with contact name, or payments applied to invoices).

Entity	What it contains	Example fields
Invoices	Accounts receivable and accounts payable invoices	`xero.invoices.total`, `xero.invoices.amountDue`, `xero.invoices.status`, `xero.invoices.contactName`
Invoice lines	Line items on invoices	`xero.invoice_lines.lineAmount`, `xero.invoice_lines.description`, `xero.invoice_lines.accountName`
Payments	Payments recorded against invoices	`xero.payments.amount`, `xero.payments.date`, `xero.payments.contactName`
Contacts	Customers and suppliers in Xero	`xero.contacts.name`, `xero.contacts.email`, `xero.contacts.isCustomer`
Accounts	Chart of accounts	`xero.accounts.name`, `xero.accounts.code`, `xero.accounts.accountType`

Jepto also exposes calculated Xero metrics where useful — for example xero.invoices.outstanding (total minus amount due) and xero.invoices.invoicePaidRate (payments divided by invoice total). Open the field description in the Data Model for the exact definition.

The default reporting date for time-based queries is invoice date (xero.invoices.date). Payment and contact update dates are available as separate dimensions when you need them.

Using Xero in reports and AI

Open Data Sources → Data Model for the client and filter by Xero to browse available fields.
Add metrics and dimensions on chart and table cards the same way you use Google Ads or GA4 — see Data Query.
In Data Chat or Report Chat, ask for Xero metrics by name (for example “total invoice amount by status last quarter”).
Jepto MCP can query connected Xero data with the same field names when the client has Xero attached.

Currency fields (invoice total, amount due, payment amount, line amount) render with currency formatting in the picker. Use filters on status, contact, account, or invoice type to match how you segment data in Xero.

Sync and freshness

Backfill — runs when you first connect an organisation (or reconnect after a long disconnect).
Incremental sync — runs about every 12 hours per organisation to pick up new and updated invoices, payments, and contacts. Chart of accounts refreshes at least once per UTC day.
Report date ranges — cards query the synced store for the period you select. Very recent Xero activity may not appear until the next incremental sync completes.

Jepto does not write changes back to Xero from reports or Data Chat. Xero in Jepto is read-only analytics.

What you can and cannot do

Multiple organisations per client — select more than one Xero tenant on a single data source when one client spans several books.
One Xero login, many clients — connect the account once, then pick different organisations per client.
No column mapping — unlike BigQuery or Sheets, you do not load or hide columns; the schema is built in.
Not a Data Warehouse export — Xero sync is managed by Jepto for analytics. It is separate from pipelines that push marketing data into your own BigQuery project. See Connect to Google BigQuery for that path.
No live API on every refresh — numbers reflect the last successful sync, not real-time Xero.

Troubleshooting

Problem	What to try
No organisations in the picker	Confirm the Xero login completed under Connections and is not in an error state. Click refresh on the organisation list. Check the Xero user can access those tenants in Xero itself.
Connect blocked — subscription limit	Your plan’s data source allowance may be full. Review usage on the subscription page or upgrade.
Fields missing in reports	Open the Data Model for the same client. Confirm Xero shows as connected and filter by Xero. Finish the first backfill if you connected recently.
Charts empty or numbers look stale	Wait for backfill or the next incremental sync (~12 hours). Narrow the date range to dates that exist in Xero. Check invoice status filters — draft or void invoices may be excluded by your card filters.
Wrong organisation’s data	Edit the client’s Xero data source and verify the selected organisations. Each organisation is scoped to that client only.
Connection error on the Xero account	Disconnect and reconnect under Connections, or follow Fixing Data Source Connection Errors.

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