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Connect Xero to Fivetran and Google Big Query Setup

Connect Xero to Fivetran and Google Big Query Setup

In an ideal world, data analysts have access to all their required data without concern for where it's stored or how it's processed—analytics just wor

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Eray Bartan

Published on Oct 6, 2021

2 min read

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Xero is a popular accounting software in the UK and Europe

Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps.

my goal is to prepare a google data studio dashboard from Xero bank transfer table.

I came across Fivetran while researching the ideal method for data pipeline.

fivetran_integration_services_overview_new.91f98d1a.png

Fivetran stands out with its price advantage, Google Cloud Support, and application integration.

ETL vs. ELT In an ideal world, data analysts have access to all their required data without concern for where it's stored or how it's processed—analytics just works.

We want to create a monthly income and expense chart.

Xero   Dashboard   Demo Company  Global .png

Fivetran data source adds screen. I chose xero.

Dashboard   Fivetran.png

Since I have entered xero, the connection is established after my approval.

Dashboard   Fivetran (1).png

BigQuery

To connect BigQuery to Fivetran, you need the following:

A BigQuery account or a Google Apps account Fivetran account owner permission to add destinations You can log in to your Google Cloud account and switch to BigQuery.

Data transfers – BigQuery – Bodrum Work – Google Cloud Platform.png

We can start operations from both parts. it doesn't matter

Create transfer – BigQuery – Bodrum Work – Google Cloud Platform (1).png

We start with the create transfer button. Create transfer – BigQuery – Bodrum Work – Google Cloud Platform (2).png

We choose Fivetran Xero Fivetran offers cloud-based, zero-maintenance ETL/ELT data pipelines that load all your raw Xero data into Google BigQuery and continuously update it. Create transfer – BigQuery – Bodrum Work – Google Cloud Platform (3).png create a new dataset.

Create transfer – BigQuery – Bodrum Work – Google Cloud Platform (4).png Let's start by giving a name.

Create dataset – BigQuery – Bodrum Work – Google Cloud Platform.png

Enable a third party data connection in BigQuery You’re creating a DTS connector with a third-party data source. Below is the agreement that you need to accept:

BigQuery – Bodrum Work – Google Cloud Platform.png We approve xero data through Fivetran

Dashboard   Fivetran (2).png

We get Xero Data 2 companies but choose one. Xero   User Consent.png

Don't forget choose company Dashboard   Fivetran (3).png

Connection tests: checkConnecting to Account API checkConnecting to Journal Endpoint checkBigQuery Project Permissions checkSingle Schema

Dashboard   Fivetran (4).png

Transfer Detail Page

Run details – BigQuery – Bodrum Work – Google Cloud Platform.png

Wait a bit for the data to arrive and the first query to run. Run details – BigQuery – Bodrum Work – Google Cloud Platform.png

You can observe xero tables.

SQL workspace – BigQuery – Bodrum Work – Google Cloud Platform.png

Thanks for reading!

 
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