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Getting data for custom report building - API

Started by Ruan Nel -   in Getting Started

I work for an organisation that has 62 Xero accounts. I tried working through Power BI connection for custom reports, but I am limited. Therefore I want to find out if it is possible to pull all the information in Xero through an API into my own platform to rework the data and build the required reports?

Your assistance will be greatly appreciated.
There are two approaches for reporting.

The first would be the Reports endpoint detailed here: https://developer.xero.com/documentation/api/reports
This provides access to some of the most commonly requested reports in Xero.

The second method would be to retrieve the entire collection of accounting journals and then to construct your own reports. We generally suggest storing a copy of the journals and making periodic calls to keep them up to date. Journals can be retrieved using the Journals endpoint: https://developer.xero.com/documentation/api/journals
 

Robin Blackstone (Community Manager)