Xero Support Documentation


 
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Accounting & Payroll API

By adding a Xero Integration into the Etani platform, out of the box, we deliver live data for you in a centralised Azure SQL Database. If the data is in Xero we are getting it for you and keeping it refreshed. There should be no endpoint we are missing.

Xero practice manager / Workflow max Api

Etani also integrates with Xero’s practice management software for when you are ready to dive deeper into the operational data and review performance on individual jobs, staff timesheets, quotes and more.

 
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Getting started

You can easily get started on the Etani platform by signing up onto the 30 day trial of the platform. This will give you access to the entire suite of services including the Etani Training Platform, which will teach you everything you need to know from the Xero integration to simply how Etani and Power BI interact, as well as 2x 90 minute training sessions with one of our Etani champions.

Frequently asked questions (Faq)

How long does it take to get up to speed in Power BI?

It takes around 10-15 hours of training to get your staff champion into a position where they understand the system and are able to deliver custom Xero reports to clients.

Do you have XXX data source available on Etani?

This is such a common question to ask. The data sources can range from operational data available in the Xero Market place, to marketing data, and even unusual data like weather or FX from websites. The answer is yes. Power BI is built extremely well to handle many different data sources and you just need somebody to help you. Give us a call.