x0 Excel add-in

A task-pane wizard that signs you into x0, creates an Excel API token, and loads a Xero table into the workbook. Works in Excel for Windows and Excel for Mac (Office.js). Excel Online can sideload the same manifest.

Download manifest.xml Preview wizard (browser)

Manifest URL (for a network share / trusted catalog):

https://www.x0.co.nz/addin/manifest.xml

Install (sideload)

1. Download x0-excel-addin.xml above.
2. Excel → Insert → My Add-ins → Upload My Add-in (or Add from file).
3. Choose the manifest. A Connect x0 button appears on the Home ribbon.

IT admins can publish the manifest URL in a trusted catalog instead of each user uploading. Source location is /addin/taskpane/ on this host (HTTPS required).

What the wizard does

1. Sign in — Office dialog opens the x0 login (or signup).
2. Create token — issues a one-time excel-addin API key (x0_live_… or x0_test_…, shown once). Stored in the add-in on this device, not in the workbook.
3. Pick org + table — e.g. Accounts.
4. Load into sheet — fetches OData with Bearer and writes an Excel table (first 500 rows).
5. Copy Power Query M — paste into a Blank query; credentials = Anonymous (Bearer is already in the formula).
6. NZ forms — download A4 tax invoice / PO / quote stationery, then New · Update · Print · Email PDF.

If Xero is not connected yet, the wizard links to Connect Xero.

Manual setup still works

No add-in required: Excel desktop guide · From Web + Bearer · NZ forms workbook · dashboard workbook download.