Guides

How to pull Xero data through x0 — Excel, NZ forms / email PDFs, OData, cache, and assistants. Start with the documentation index or the glossary.

Building against Xero itself? The hosted Xero API simulator is a Professional feature.

Start here

• Documentation index — All guides — start here
• Glossary — Acronyms and x0 product words (A–Z)
• Excel desktop — Desktop Excel OData feed setup
• Excel add-in — Office.js add-in — sign in, token, load tables
• Word add-in — Word mail merge, Avery labels, item catalogue

Stationery & email

• NZ Excel forms — NZ A4 tax invoice, PO, quote and stationery
• Email form PDFs — Email form PDFs — From: + SMTP, Sent list
• Excel workbook — Dashboard snapshot download (Accounts / forms / all)

API, cache & SQL

• OData API — OData endpoints, filters, and scopes
• Data schema diagram — Dashboard ER diagram + mermaid for agents
• Contacts & Invoices write — Write Contacts + draft Invoices (REST + OData)
• Items & PurchaseOrders write — Write Items + draft PurchaseOrders (REST + OData)
• Credit notes, lifecycle & payments — CreditNotes, authorise/void, payments
• Data freshness — Cache, freshness, and when data updates from Xero
• Date transform — Xero dates → ISO or Excel serial (julian)
• Postgres / warehouse — Optional customer SQL warehouse (Professional+)
• Gzip responses — Optional gzip on API responses (Standard+)

Clients & assistants

• Yaak — API tester — GET Accounts + Bearer token
• AI agents — For AI agents and HTTP clients
• MCP for AI agents — MCP servers — schema, setup, agent efficiency
• Ask x0 — Ask x0 assistant (Standard+)
• Xero API simulator — Hosted Xero sandbox (Professional+)