Flatly + Xero: Brilliant Custom Analytics

Bridge Xero data to best-in-class business intelligence apps using Flatly. Cultivate insights in Tableau, Google Data Studio, Microsoft PowerBI and Qlik Sense using flat files in secure cloud storage platforms as simplified data warehouses.

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Why connect Flatly to Xero?

The benefits of connecting Flatly with Xero include:

BI Connectivity

Simple do-it-yourself connections to business intelligence

Data Sharing

Securely share Xero data with key stakeholders

See Back in Time

Store periodic snapshots of your Xero data over time

Custom Crunching

Apply your own custom formulas to your Xero data

What Flatly does

Export

Extract transform load (ETL). Generates copies of your Xero data in the cloud drives you already use.

Sync

Up to date. Access your Xero data as flat files or spreadsheets refreshed as quickly as every 10 minutes.

Connect

Native connections. Open your Xero data inside Google Data Studio, PowerBI or other major BI apps in 3 clicks.

What Xero Does

Xero is world-leading online accounting software built for small business.

Get a real-time view of your cashflow.

Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

Get paid faster with online invoicing.

Send online invoices to your customers - and get updated when they’re opened.

Run your business on the go.

Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.

Reconcile in seconds.

Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

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Connect Flatly to Xero in 3 Steps

Step 1 - Start a free trial

Get started at https://flatly.io/signup

Start a 14-day, no-credit-card-required free trial with the freedom to flatten and sync up to 10 files of 1 Billion cells each. Flatly Support is available to help you get started and answer any questions you have.

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Step 2 - Connect to Xero

Select Xero as your data source at the Select Data Source step, then select and authorize your cloud drive.

Click on the Authorize button in the Authorize Data Source box, sign in to Xero and select your company.

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Set it and forget it

Select the file you want to sync from the Select File to Flatten box

Invoices, or perhaps Contacts? Flatly will set your flat file name by default to match that which you have selected. Scroll down to the bottom of the page and click Flatten Once. You're done! Check your flat file in your cloud drive.

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What customers say

Flatly is a superb reliable service that provides crucial linkage between mission critical data sets with an easy to use interface. It’s pricing is also very competitive. We have been very happy with it.

Eric - McLean, Virginia

It had both applications I wanted to connect already built in and it was super easy to setup and schedule the data transfer.

Simon - Austin, TX