Extend Xero to Excel

Take the tour and learn how DataDear can help you
GET, TRANSFORM, POST & REPORT with a direct Xero feed into Excel.

Extend Xero to Excel

Take the tour and learn how DataDear can help you
GET, TRANSFORM, POST & REPORT with a direct Xero feed into Excel.

Powerful Excel Toolbar

The toolbar provides a 2-way communication with Xero. DataDear has a powerful, easy-to-use toolbar which allows you to orchestrate the data to your needs.

Multiple Accounts

View all Xero accounts connected to DataDear in a friendly name you assign. Easily switch between organisations without opening Xero.

Data Toolkit

Download filtered or unfiltered raw data directly from Xero in the form of tables (such as invoices) or reports (such as trial balance).

Secure Login

Before using DataDear, you need to login with your username and password. Account holders and staff members have access to different functionality.

Refresh & Drill Down

Refresh your data across different sheets and organisations in the same workbook. Drill down transactions further when required.

Post Transactions

Browse through the templates library, download the required template and post the data created in Excel directly to Xero … save and continue later.

Account Tools

Easily add new Xero account organisations / connections, staff members or clients. Access your control panel directly though the Excel toolbar.

Delete Columns & Filters

Delete any unnecessary columns from data tables or apply filters as required. Your preferences will be remembered.

Attachments & PDF Copy

Check and download any attachments or get a copy of an Invoice PDF for the selected records.

Report Problem

We’ve made it super easy to report a problem from the toolbar.


Download Transactions from Xero

Build new spreadsheet tables directly from Xero data – ideal for reporting, data mining and Business Intelligence (B.I.) tasks.


Download
Transactions from
Xero

Build new spreadsheet tables directly from Xero data – ideal for reporting, data mining and Business Intelligence (B.I.) tasks.

Raw Tables

Choose from 24 data tables provided by Xero – including reference data such as tax rates or Currencies and transaction data such as Invoices or bank transactions.

Raw Reports

Choose from over 15 reports (depending on your region) which includes the Trial Balance and the Profit & Loss.

Better than Raw!

Xero table data is presented in an optimised and user-friendly manner … ready for you to play around with. Each table can be configured by a number of user friendly parameters.

Faster Access to Data

Every time you get data from Xero, data is temporarily stored on our secure servers so the next time you request the same data, this will be available much faster.

Excel Tables

Downloaded data is automatically created in Excel tables which makes it easier to automatically apply formats, sort data, filter data add totals and add your own formulas.

Multiple Worksheets

Download as many tables and reports as required in multiple worksheets in the same Excel file.

Keep your own Data

You can integrate data downloaded from DataDear into your spreadsheets. On refresh all your reports and updated.

Condition Presets

Save your own conditions or apply presets to easily slice the data you need.

 

Keep your own Data

You can integrate data downloaded from DataDear into your spreadsheets. On refresh all your reports and updated.

Condition Presets

Save your own conditions or apply presets to easily slice the data you need.


Consolidated Reporting

Create consolidated reporting for a group of companies and franchises. Choose to display the data in a variety of ways to facilitate your reporting.

Group Organisations

Add the Xero organisations to DataDear and group them for reporting purposes. Report against single organisations or against the group – including tracking categories.

Group Reporting

Choose from 3 consolidation reports which include the Trial Balance, the Balance Sheet and the Profit & Loss – including an option for Multiple Periods.

Better than Raw!

Xero table data is presented in an optimised and user-friendly manner… ready for you to play around with. Each table can be configured by a number of user friendly parameters.

Detailed Reporting

Add the Xero organisations to DataDear and group them for reporting purposes. Report against single organisations or against the group – including tracking categories.

Upload data to Group

Create a template and POST in the first organisation, change the organisation and repeat process until all data has been POSTed across the group.

Multi-Currency Reports

Choose a currency for the group of companies. Display the reports in group currency or the various base currencies. Currencies are live fed daily for accurate conversions.


Post Transactions to Xero

A unique way of posting directly to Xero from Excel WITH respective supporting documents as attachments.

Templates Library

Start by choosing a template designed for POSTing from the Templates Library such as Invoices, Bills, Manual Journals, Items & Bank Transactions & others. Over 9 templates and more will follow.

Sleek & Smart Design

Templates are designed with usability in mind. A beautiful design with smart features makes it easy to fill in the information required in the sheet.

Select Data from Lists

Choosing the Account Code, a Tracking Category, an Item or a Tax Rate is fast and precise as these are automatically loaded from Xero as a list – just select from a drop-down.

Checks & Balances

Monitor the header of the Excel and any validation errors to continuously be on top of any mistakes or inconsistencies. Data includes attachments, journals, lines and total debit & credit.

Attachments to Xero

For each POST, decide if you wish to attach a copy of the worksheet (including workings) in Xero. Might turn out handy in the future when posting an Invoice or a Journal.

Record your Workings

You may carry out POST workings in the same file – using a separate sheet for each POST. You can reuse these workings across multiple organisations.

Audit Trail

POST transactions details carried out in Excel are visible on screen and logged on the Dashboard. Details include if transaction was successful or if there was an error during POSTing.

Draft or Submit

You may POST transactions directly or you may save as a draft if you wish to have a second look in Xero before committing.

Chart of Accounts

Maintain the chart of accounts easily … download accounts, edit or add new ones and POST – change organisation and repeat. Maintenance of your COA has never been easier!

Audit Trail

POST transactions details carried out in Excel are visible on screen and logged on the Dashboard. Details include if transaction was successful or if there was an error during POSTing.

Draft or Submit

You may POST transactions directly or you may save as a draft if you wish to have a second look in Xero before committing.


Central Web-based Dashboard

Manage your DataDear subscription and monitor usage statistics / history from a central web-based Dashboard.

Dashboard

View instructions on how to get started and details of your Account Plan.

Subscription Details

Get full information about your subscription including plan, billing, usage statistics and connections. Add more Xero organisations and assign a friendly name.

Backup Data

For each xero organisation, you may backup the data in Excel or XML format and receive it via email.

Download Add-on

Download the latest version of DataDear. The Excel Add-In can be easily installed on a recent Windows environment machine.

Staff Members & Clients

Add and manage your staff members and clients. Assign their rights for each Xero connection and view their recent login history.

Templates Library

Browse the library of templates. More templates will be added to the library in the near future. Suggest your own templates through our feature request channel.


Multiple Users

Share your Xero organisations with staff members or clients to ensure that everyone is working on the same data.

Manage Users

The account holder can add users which will be able to access the functionality of DataDear Excel Add-In and the Dashboard. These users will not be able to change any settings.

Edit User Permissions

For each Xero organisation / connection, a user can have NO access, GET only access, POST only access or FULL access.

Login History

View the recent login history of your users including the date, tool used and the IP address. Helpful to monitor work and to detect unauthorised access to DataDear.

Unlimited Users

You can have an unlimited amount of users using DataDear. Send them an invite so they can get started!

Share with Clients

A connection can also be shared with your clients – giving them access to custom reports which they can refresh with their organisation data.

Unlimited Users

You can have an unlimited amount of users using DataDear. Send them an invite so they can get started!

Share with Clients

A connection can also be shared with your clients – giving them access to custom reports which they can refresh with their organisation data.

 

Report Generator

coming soon in late 2017

Exploit our Report Generator Data Toolkit – which allows you to download the specific fields you need from tables and build custom reports including clever filters.

Be Creative

Build your own custom report – select a table from the list and pick the data columns from the list and order them in your preferred sequence.

Clever Filters

Filter your report data by any parameter you fancy. Clever filters adapt the allowed operations according to the selected parameter.

Automatic Saving

Modify the generated report endless times even after you generate the report with the automatic saving of your report parameters & filters.