Automatically Export & Sync Xero Accounting Data to OneDrive
Accounts-All
Filterable
Bank Transactions-Alltime
Filterable
Bank Transactions-Last X days
Date Rangable
Filterable
Bank Transfers-Alltime
Bank Transfers-Last X days
Date Rangable
Batch Payments-Alltime
Filterable
Batch Payments-Last X days
Date Rangable
Filterable
Branding Themes
Contacts-Alltime
Filterable
Contacts-Last X days
Date Rangable
Filterable
Contact Groups
Credit Notes-Alltime
Filterable
Credit Notes-Last X days
Date Rangable
Filterable
Credit Notes+LineItems-Alltime
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Credit Notes+LineItems-Last X days
Date Rangable
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Currencies
Employees-Alltime
Filterable
Employees-Last X days
Date Rangable
Filterable
History+Notes by Contact
Filterable
Pre-blended combo set HISTORY-AND-NOTES
History+Notes-AllContacts
Filterable
Pre-blended combo set HISTORY-AND-NOTES
History+Notes-BankTransactions
Pre-blended combo set HISTORY-AND-NOTES
History+Notes-BankTransactions-Last X days
Date Rangable
Pre-blended combo set HISTORY-AND-NOTES
History+Notes-Invoices
Pre-blended combo set HISTORY-AND-NOTES
History+Notes-Invoices-Last X days
Date Rangable
Pre-blended combo set HISTORY-AND-NOTES
Invoices-Alltime
Filterable
Invoices-Last X days
Date Rangable
Filterable
Invoices+LineItems-Alltime
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Invoices+LineItems-Issued-Last X days
Date Rangable
Pre-blended combo set SELF-LEFT-JOINED
Invoices+LineItems-Modified-Last X days
Date Rangable
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Items
Journals-All
Journals by LastModifiedDate
Date Rangable
Filterable
Journals+Lines-All
Pre-blended combo set SELF-LEFT-JOINED
Journals+Lines by LastModifiedDate
Date Rangable
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Linked Transactions
ManualJournals+Lines-Alltime
Filterable
Pre-blended combo set SELF-LEFT-JOINED
ManualJournals+Lines-Last X days
Date Rangable
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Organisations
Filterable
Overpayments-Alltime
Filterable
Overpayments-Last X days
Date Rangable
Filterable
Payments-Alltime
Filterable
Payments-Last X days
Date Rangable
Filterable
Prepayments-Alltime
Filterable
Prepayments-Last X days
Date Rangable
Filterable
PurchaseOrders+LineItems-Alltime
Filterable
Pre-blended combo set SELF-LEFT-JOINED
PurchaseOrders+LineItems-Last X days
Date Rangable
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Quotes+LineItems-Alltime
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Quotes+LineItems-Last X days
Date Rangable
Filterable
Pre-blended combo set SELF-LEFT-JOINED
RepeatingInvoices
Filterable
Report-1099
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Report-BalanceSheet
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Report-BankSummary by Date
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Report-BankSummary-Last X days
Date Rangable
Pre-blended combo set SELF-LEFT-JOINED
Report-BankSummary-Last 365 days
Date Rangable
Pre-blended combo set SELF-LEFT-JOINED
Report-P+L Standard
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Report-P+L by Date
Filterable
Pre-blended combo set SELF-LEFT-JOINED
Report-P+L-Last365days
Date Rangable
Pre-blended combo set SELF-LEFT-JOINED
Report-P+L-Last90days
Date Rangable
Pre-blended combo set SELF-LEFT-JOINED
Report-TrialBalance at X days Back
Report-TrialBalance MonthEnd at X months Back
Report-TrialBalance at Today
Report-TrialBalance at Yesterday
Report-TrialBalance at LastWeek
Date Rangable
TaxRates
Filterable
Users
Xero offers two different Employees data sets, one from Xero Payroll and one from Xero Accounting. While Flatly supports both, most analysts will find the Employees data set from Xero Payroll more populated and useful.
Flatly offers several key data sets that present Items and Lines on their own unique rows, which makes data analysis of these nested data sets more convenient.
Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.
Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.
Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).
As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.
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