If you are using Xero to manage your business finances, you will find the built in reporting functionality in Salesforce limited. Especially when you want to start cross checking QuickBooks data against other systems.

Cloudslurp is an online service that takes away a lot of the manual effort/complexity with authorisation and pagination and gets you to analysing data quicker for online platforms like Xero

Cloudslurp will authenticate Xero and pass the data directly into a standard URL. Meaning you can load it directly into Qlik using the standard Qlik REST connector. You can also download the full data set into a CSV file.

Just pull your Xero data directly into Qlik and GO.

Setup in less than 2 minutes:

STEP 1: Signup for a Cloudslurp Account:

Sign up to cloudslurp.com to create a data management account:

https://www.cloudslurp.com/#/?connectorname=xero

Once signed up, you will have a trial period before entering a card to continue using the connector (cancel any time) or contact admin@cloudslurp.com for an extended trial.

STEP 2: Connect Cloudslurp to you Xero Account:

Select Xero from the dropdown list and click the 'Connect Salesforce' button to authorise Cloudslurp Salesforce app to access your account data.

After you have authorised and back on cloudslurp.com.

You should now see all the data tables available to you. Click on any of the live data urls to see the JSON feed of data or download button to get the CSV file of the complete data set. This data is the WHOLE DATA SET coming live from Xero, Cloudslurp is handling the pagination and security for you.

Salesforce Connector for Qlik, Excel, Tableau and Power BI

STEP 2: Copy the URL and load the data into a Qlik app

Screenshot-2021-02-09-at-17.44.37-1

Select REST connector:

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Insert the Cloudslurp URL into the URL field.

Conclusion

The great thing is this works in every version of Qlik Sense - Enterprise, desktop and Cloud :). Enjoy!

Screenshot-2021-02-09-at-18.02.54-1

Stuff you can easily do with Cloudslurp

Pull data directly into Qlik from Xero

Pull invoices from xero into Qlik

Pull bills from xero into Qlik

Pull contacts from xero into Qlik

Pull creditmemos from xero into Qlik

Pull accounts from xero into Qlik

Pull transactions from xero into Qlik

and more!