> ## Documentation Index > Fetch the complete documentation index at: https://domoinc-openapi-sync-dataflows.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Xero Custom Multi Account Connector ## Intro Xero gives small businesses a firm grasp on their financial health, with tools to monitor cash flow, invoices, expenses, and more. When you connect Xero to Domo, you get a platform to collaborate around real-time data so you can move forward with a single version of the truth. Use the Domo Xero connector to bring your expenses into Domo, where you can easily track your finances and see exactly where your money is going. Once your data is in Domo, you can assemble, organize, and visualize your Xero finance data any way you'd like. Get instant notifications when your financial metrics hit thresholds that you define. You can connect to your Xero Custom Multi Account account in the Data Center. This topic discusses the fields and menus that are specific to the Xero Custom Multi Account connector user interface. To add add DataSets, sett update schedules, and edit DataSet information, see [Adding a DataSet Using a Data Connector](https://domo-support.domo.com/s/article/360042926274?language=en_US "Adding a DataSet Using a Data Connector"). ## Prerequisites No prerequisites are required for this connector. ## Connecting to Your Xero Custom Multi Account Account This section enumerates the options in the **Credentials** and **Details** panes in the Xero Custom Multi Account Connector page. The components of the other panes in this page, **Scheduling** and **Name & Describe Your DataSet**, are universal across most connector types and are discussed in greater length in [Adding a DataSet Using a Data Connector](https://domo-support.domo.com/s/article/360042926274?language=en_US "Adding a DataSet Using a Data Connector"). ## Details Pane This pane contains a primary **Reports** menu, along with various other menus which may or may not appear depending on the report type you select.

Description

Report

Select the Xero Custom Multi Account report you want to run. The following reports are available:

Report Name	Description
Accounts	Returns a list of accounts in your Xero Organization.
Aged Payables By Contact	Returns aged payable for all invoices within the specified time range.
Aged Receivables By Contact	Returns aged receivable for all invoices within the specified time range.
Balance Sheet	Returns a balance sheet for the current month to date.
Bank Statement	Returns bank statement lines for each bank account in your Xero Organization.
Bank Summary	Returns the balances and cash movements for each bank account.
Bank Transactions	Returns a list of any spend or receive transactions.
Bank Transfers	Returns a list of bank transfers.
BAS Reports	Returns a list of published BAS reports. This works for Australia based organizations only.
Branding Themes	Returns a list of branding themes defined for your Xero organization.
Budget Summary	Returns a summary of your monthly budget.
Contacts	Returns a list of contacts.
Credit Notes	Returns a list of credit notes.
Currencies	Returns a list of currencies for your organization.
Employees	Returns a list of employees used in Xero payrun functionality.
Executive Summary	Returns a summary including monthly totals and some common business ratios.
Expense Claims	Returns a list of expense claims and their status.
Invoices	Returns a list of invoices or purchase bills.
Items	Returns a list of items.
Journals (deprecated)	Returns a list of journal entries. Xero will no longer support the functionality of this report, and its accuracy cannot be guaranteed. Please use the Journals (Append) report instead.
Journals (Append)	Returns a list of journal entries created or modified after the specified date.
Manual Journals	Returns a list of manual journal entries.
Organizations	Returns information about your Xero organization.
Payments	Returns a list of payments for invoices and credit notes.
Profit and Loss	Returns a profit and loss report.
Profit and Loss Aggregated	Returns a profit and loss report with provided garnularity for selected date range.
Purchase Orders	Returns a list of purchase orders.
Receipts	Returns a list of draft expense claim receipts for any user.
Repeating Invoices	Returns a list of repeating invoice templates.
Tax Rates	Returns tax rates for your Xero organization.
Tracking Categories	Returns tracking categories and options for your Xero organization.
Trial Balance	Returns a trial balance for the current month to date.
Users	Returns a list of users for your Xero organization.

Account Selection

Select whether you would like to get reports for specific accounts or all accounts.

Accounts Discovery

Select the Accounts.

Duration

Select the duration for the report (a Single Date, or a Date Range). Many reports do not accept date ranges greater than 1 year.

The reports which do not accept date ranges greater than 1 year are:

Accounts
Aged Payables By Contact
Aged Receivables By Contact
Bank Statement
Bank Summary
Bank Transactions
Bank Transfers
Contacts
Credit Notes
Employees
Expense Claims
Invoices
Items
Journals
Manual Journals
Payments
Profit and Loss
Purchase Orders
Receipts
Users

Report Date

Select report date using relative or specific dates. Relative meaning number of days from today or a specific date using the date selector.

Select Specific Date

Select the report date using the date selector.

Days Back

The number of days back that you would like to get data for. Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.

Start Date

Select report start date using relative or specific dates. Relative meaning number of days from today or a specific date using the date selector.

Select Specific Start Date

Select the report date using the date selector.

Days Back To Start From

The number of days back that you would like to get data from (start day). Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.

End Date

Select report end date using relative or specific dates. Relative meaning number of days from today or a specific date using the date selector.

Select Specific End Date

Select the report date using the date selector.

Days Back To End At

he number of days back that you would like to get data to (end day). Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.

Skip Account Errors

This setting controls how the connector behaves if one or more Xero Custom accounts have issues connecting to Xero. If set to “Yes”, the connector will ignore any Accounts that have issues connecting to Xero, and will skip to the next Account in the list. If set to “No”, the connector will immediately fail if it encounters any Account that cannot successfully connect, no matter the status of other Accounts. In this case, the dataset will not be updated.

Contacts Filter Type

Filter Type	Description
None	No filtering will be performed.
Filter by contact ID	Only data for specified contact IDs will be returned.
Filter by contact date	Only data for contacts that have been modified since the specified date will be returned.

Include Tracking Categories

Checking this box will include tracking category data for each line item in the transaction entry. As transaction entries may contain more than one tracking category, this will result in 1 row of data per tracking category included.

Select The Field To Flatten

Some Xero reports return additional arrays of data. For example the 'Invoices' report has a list of payments that are a part of that invoice. If you chose to flatten on payments, and a single invoice had 5 payments, you would get 5 records for that one invoice.

Journal History In Days

Enter the number of days of Journal History you would like to retrieve. After the initial run, the connector will only retrieve newly created or updated journals.

Data Entry Method

Select the date function you would like to run for this report, or select to enter a date manually.

Select The Period Count

Select the period count.

Tracking Category ID

Filter your results based on a tracking category ID. This field is optional.

Select The Report Granularity

Select the report granularity. This generates the report for provided date range with selected granularity level, In the case of weekly granlarity first day of the week will be the day of start date selected. Example: if you select date range of last one year and granualarity as weekly then it will generate the report for 52 weeks, each week separately.

Select The Timeframe Type

select the timeframe type.

## Other Panes For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see [Adding a DataSet Using a Data Connector](https://domo-support.domo.com/s/article/360042926274?language=en_US "Adding a DataSet Using a Data Connector").