Klip Gallery: Xero

Xero is the global leader in online accounting, making small businesses better by saving time on back-office processes and giving their advisors the ability to provide higher-value, higher-impact services.

What you'll need:

  • Your Xero credentials

In this article:

  • See which Klips are available for this service in the Gallery
  • Find out how to connect your Xero data when adding a Klip from the Gallery

Note: Align your data source field names with the default names in Klipfolio's Xero Klips

Klipfolio's Xero Klips refer to Xero data by default field names. If your Xero account uses a different field name (for example, if you changed the field name) for a field used in a Xero klip, you will have to make the corresponding change in the Xero klip (after adding it) by editing its XPath. 

The following example changes the references to Current Assets and Accounts Receivable to Assets and Trade Debtors in the Xero Accounts Receivable and Payable Klip template:

1. Select the Accounts Receivable Value subcomponent field to be edited.
2. In the formula bar, select the field that references Account Receivable in the data source (value).
3. Click XPath to open the XPath editor.
4. In the XPath editor, change 

//*[Row[Title = "Current Assets" ]]//Row/Cells[descendant::Value="Accounts Receivable"]/Cell[2]/Value
//*[Row[Title = "Assets" ]]//Row/Cells[descendant::Value="Trade Debtors"]/Cell[2]/Value

5. Click Simple to close the XPath editor.
6. Multiple references to the same value can simply be copied and pasted within the formula editor (that is, without editing the XPath).

For more information on JSON datasources and the XPath editor, see https://klipfolio.uservoice.com/knowledgebase/articles/43955-about-json-and-xml-data-sources.

Klip Gallery: Xero

If you have a Klipfolio account, you can add these Xero Klips from the Gallery to your dashboard:

Description Klip
Net Profit
Display your net profit with the Value Pair component.

Add this Klip!
Income and Expenses (Last 12 Months)
Visualize your income, expenses and profit over the past 12 months.

Add this Klip!
Today's Bank Balance
Select a bank account from the drop down menu and see your total closing balance.

Add this Klip!
Accounts Receivable and Payable
Track your total bank balance, accounts receivable and payable for this month.

Add this Klip!
Executive Summary
This indispensable Klip provides an executive summary of your business metrics for this month and the last.

Add this Klip!
Expenses This Month
See a breakdown of your expenses for this month.

Add this Klip!
Recent Payments
Always know where your money is coming from by tracking your recent payment history.

Add this Klip!
Profit and Loss Report
Display a full profit and loss report for this month.

Add this Klip!
Customer Acquisition Cost (Also uses Salesforce)
Let this Klip address the most important question on your marketing team - what is our cost to acquire a customer (CAC)? This Klip uses your monthly Xero and Salesforce data to answer that very question.

Add this Klip!
Marketing Expenses and Sales (Also uses Shopify)
Monitor your advertising expenses against your Shopify sales by combining your Xero and Shopify data.

Add this Klip!
Marketing Expenses and Traffic (Also uses GA)
Mash up your Google Analytics and Xero data by displaying GA session traffic and Xero marketing expenses.

Add this Klip!
Total Ad Cost (Also uses AdWords)
Keep your monthly Google AdWords spending in check! Use this simple gauge to compare your AdWords spend to your budget in Xero.

Add this Klip!

Xero connection flow

In order to associate your data with the Klip you add to your dashboard from the Gallery, you will need:

  • Your Xero credentials

To add a Xero Klip to your dashboard:

Location Action
  1. Select a Xero Klip from the Gallery.
  2. Click Connect an Account.
  3. In the Welcome to Xero dialog box, enter your Xero credentials and click Login.
  4. In the Authorize Application dialog box, select an organization from the drop down menu.
  5. Click Authorize.
  6. Click Add Klip.

You now have a Xero Klip


Learn more

Learn how to build your own Klips:

NEW: Klip Gallery

  1. Adding a pre-built Klip from the Klip Gallery
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  47. Klip Gallery: Visualizations
  48. Klip Gallery: Weather
  49. Klip Gallery: Webtrends
  50. Klip Gallery: Wistia
  51. Klip Gallery: Xero
  52. Klip Gallery: Yahoo Finance
  53. Klip Gallery: YouTube
  54. Klip Gallery: Zoho
  55. Klip Gallery: Problems adding Klips
  56. Klip Gallery: Problems adding Facebook Klips
  57. Klip Gallery: Problems adding Salesforce Klips

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