How it works
Four steps, all inside your spreadsheet. Nothing reaches Xero until the rows have been checked against your live organisation.
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Connect your Xero organisation
Open the sidebar and click Connect to Xero, then Use this organisation. Authorisation runs through Xero's own OAuth screen. If you work across several entities, Switch organisation moves between them.
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Generate a template for the record type
Choose invoices, bills, or contacts. The template is built from your organisation's real chart of accounts, tax rates, currencies, and contacts, so the dropdowns only ever offer values Xero will accept.
The template's dropdowns are pulled from your live Xero organisation, so a row can only be filled with values Xero will accept. -
Validate every row first
Rows are checked against those live lists plus document status — accounts, tax rates, currencies, contacts, and whether a record is still editable. Problems are reported per row, in the sheet, before anything is written.
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Push, and keep the audit trail
Clean rows are created or updated in bulk. Only draft and submitted records are ever updated — authorised records are left untouched. Results, assigned document numbers, deep links, and an append-only activity history are written back to the workbook.
Every pushed row gets its Xero result, assigned document number, and a deep link back into Xero, written directly into the sheet.
What you need before you start
- A Xero organisation, and a user account with permission to create invoices, bills, or contacts in it.
- A Google account with edit access to the spreadsheet.
- Nothing else — no server to run and no API key to paste.