This page provides you with instructions on how to extract data from Xero and analyze it in Looker. (If the mechanics of extracting data from Xero seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)
What is Xero?
Xero offers cloud-based accounting software for small and medium-sized businesses.
What is Looker?
Looker is a powerful, modern business intelligence platform that has become the new standard for how modern enterprises analyze their data. From large corporations to agile startups, savvy companies can leverage Looker's analysis capabilities to monitor the health of their businesses and make more data-driven decisions.
Looker is differentiated from other BI and analysis platforms for a number of reasons. Most notable is the use of LookML, a proprietary language for describing dimensions, aggregates, calculations, and data relationships in a SQL database. LookML enables organizations to abstract the query logic behind their analyses from the content of their reports, making their analytics easy to manage, evolve, and scale.
Getting data out of Xero
Xero provides a REST API that lets you get accounting, payroll, asset, and other information stored in the system. To get a list of payments from the Accounting element, for instance, you could call
GET /api.xro/2.0/Payments/. This call has four optional parameters that let you filter and sort the data being returned.
Sample Xero data
The Xero API returns data in XML format. For example, the result of a call to retrieve a particular payment might look like this:
<Payment> <PaymentID>b26fd49a-cbae-470a-a8f8-bcbc119e0379</PaymentID> <Date>2016-12-12T00:00:00</Date> <Amount>281.25</Amount> <CurrencyRate>1.000000</CurrencyRate> <PaymentType>ACCRECPAYMENT</PaymentType> <Status>AUTHORISED</Status> <UpdatedDateUTC>2017-02-20T08:22:27.847</UpdatedDateUTC> <IsReconciled>true</IsReconciled> <Account> <AccountID>297c2dc5-cc47-4afd-8ec8-74990b8761e9</AccountID> </Account> <Invoice> <Contact> <ContactID>3e1d3ba5-609a-4e10-bb1d-75b6d31ce922</ContactID> <Name>Seymour Grimes</Name> </Contact> <Type>ACCREC</Type> <InvoiceID>d3cb96c6-8f3a-45ec-a261-0a7b65d4b877</InvoiceID> <InvoiceNumber>OIT00504</InvoiceNumber> </Invoice> </Payment>
Preparing Xero data
If you don't already have a data structure in which to store the data you retrieve, you'll have to create a schema for your data tables. Then, for each value in the response, you'll need to identify a predefined datatype (INTEGER, DATETIME, etc.) and build a table that can receive them. Xero's documentation should tell you what fields are provided by each endpoint, along with their corresponding datatypes.
Complicating things is the fact that the records retrieved from the source may not always be "flat" – some of the objects may actually be lists. This means you'll likely have to create additional tables to capture the unpredictable cardinality in each record.
Loading data into Looker
To perform its analyses, Looker connects to your company's database or data warehouse, where the data you want to analyze is stored. Some popular data warehouses include Amazon Redshift, Google BigQuery, and Snowflake.
Looker's documentation offers instructions on how to configure and connect your data warehouse. In most cases, it's simply a matter of creating and copying access credentials, which may include a username, password, and server information. You can then move data from your various data sources into your data warehouse for Looker to use.
Analyzing data in Looker
Once your data warehouse is connected to Looker, you can build constructs known as explores, each of which is a SQL view containing a specific set of data for analysis. An example might be "orders" or "customers."
Once you've selected any given explore, you can filter data based on any column available in the view, group data based on certain fields in the view (known as dimensions), calculate outputs such as sums and counts (known as measures), and pick a visualization type such as a bar chart, pie chart, map, or bubble chart.
Beyond this simple use case, Looker offers a broad universe of functionality that allows you to conduct analyses and share them with your organization. You can get started with this walkthrough in Looker's documentation.
Keeping Xero data up to data
At this point you've coded up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.
Instead, identify key fields that your script can use to bookmark its progression through the data and use to pick up where it left off as it looks for updated data. Auto-incrementing fields such as updated_at or created_at work best for this. When you've built in this functionality, you can set up your script as a cron job or continuous loop to get new data as it appears in Xero.
And remember, as with any code, once you write it, you have to maintain it. If Xero modifies its API, or the API sends a field with a datatype your code doesn't recognize, you may have to modify the script. If your users want slightly different information, you definitely will have to.
From Xero to your data warehouse: An easier solution
As mentioned earlier, the best practice for analyzing Xero data in Looker is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites Xero to Redshift, Xero to BigQuery, Xero to Azure Synapse Analytics, Xero to PostgreSQL, Xero to Panoply, and Xero to Snowflake.
Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to move data automatically, making it easy to integrate Xero with Looker. With just a few clicks, Stitch starts extracting your Xero data, structuring it in a way that's optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Looker.