How to filter and export payments from xero
This article will show you how to search and export payments data from xero.
Are you looking to migrate your data from xero or maybe you just want more advanced filtering on your xero payments data? This is how.
First create a Cloudslurp account and click the connect for xero account.
You will be directed to xero to authorize Cloudslurp and then directed back to Cloudslurp.
You can then optionally invite your team members you would also like to have access to your live xero payments data. Click Next, and you will be in the data search page.
Now you can see all your xero data sets listed.
You can scroll to the xero payments data set. Easy!
How to search on specific fields within xero payments?
You can open the 'View Data' tab and filter on the column name. Now you will see the data based on your filter and sort.
How to use xero payments inside excel or google sheets?
Click on the corresponding Excel of Google Sheet button to copy and paste a simple spreadsheet formula into your workbook. This will give you a live feed of data that refreshes directly in your spreadsheet.
How Can I download my xero payments data?
The data is available to download just by clicking on the download button in the top right corner of the xero payments table
How to do advanced filtering on xero payments?
You can also use SQL to do more advanced queries to filter and join your data sets. Just connect your systems and then hit the create query button to generate a new dataset using SQL.
How to get xero payments data via an API call?
Sometimes you want to pull the xero data programatically, but you may not want to deal with the oauth flow involved, Cloudslurp gives you a way to access your data with just an authorisation token which is great for using it with REST connectors in analytics tools.
curl --location --request GET 'https://www.cloudslurp.com/data' --header 'token: YOUR_CLOUDSLURP_API_TOKEN'
Is this data up to date?
Cloudslurp data is pulled from xero every time you do a query. So yes!
How can I give my team access to xero data without giving everyone a xero licence?
Cloudslurp means you can give data access to your team without the need for everyone to have access to the source system. It is your data after all and you should own it.
Available data sets from xero
You can also retrieve your other xero data sets:
- How to export xero accounts
- How to export xero banktransactions
- How to export xero invoices
- How to export xero contacts
- How to export xero payments
- How to export xero purchaseorders
- How to export xero quotes
- How to export xero banktransfers
- How to export xero creditnotes
What is Cloudslurp?
Cloudslurp is a productivity tool for you and your team. It is one place to search and download data from tools like xero and loads of others.