Connect Xero to Looker Studio

Connect Xero to Looker Studio by following three simple steps:

Step 1: Collect data
First, connect your Xero account. Next, choose which specific data you'd like to export.



Once you've set up the source, move forward.

Step 2: Organize and transform
Before you import Xero to Looker Studio, view your data to verify whether it's accurate. If necessary, you have many data transformations to choose from:

• Edit, rearrange, hide, or add columns.
• Apply various filters and sort your data.
• Create new columns with custom formulas.
• Combine data from multiple accounts or apps.

By transforming your data, you ensure a report that's ready for analysis just after importing.



When you're sure your Xero data is okay, proceed to the next step.

Step 3: Load and automate
To load your data from Xero to Looker Studio, authorize the connector and generate a data source by following the in-app instructions. Once you connect the data source, click on the Create Report button.



Return to Coupler.io and configure automatic data refresh. Finally, save and run the importer.

Enable automatic data refresh to ensure your report stays up-to-date. Select intervals such as monthly, daily, hourly, or every 30 or 15 minutes. For more customization, specify days of the week, hours, and the preferred time zone.



This functionality keeps your data in Looker Studio consistently aligned with the most recent changes to the source.