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Tableau + Xero Integrations

Appy Pie Connect allows you to automate multiple workflows between Tableau and Xero

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Tableau

Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations

Best ways to Integrate Tableau + Xero

  • Tableau Xero

    Tableau + Xero

    Create Sales Invoice to Xero from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    Xero Create Sales Invoice
  • Tableau Xero

    Tableau + Xero

    Create Bill to Xero from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    Xero Create Bill
  • Tableau Xero

    Tableau + Xero

    Create Purchase Order to Xero from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    Xero Create Purchase Order
  • Tableau Xero

    Tableau + Xero

    Create/Update Contact to Xero from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    Xero Create/Update Contact
  • Tableau Xero

    Tableau + Xero

    Create Payment to Xero from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    Xero Create Payment
  • Tableau {{item.actionAppName}}

    Tableau + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Tableau + Xero in easier way

It's easy to connect Tableau + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

  • Updated Data Source

    Triggers when an existing data source is updated

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How Tableau & Xero Integrations Work

  1. Step 1: Choose Tableau as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Tableau to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Tableau and Xero

Tableau

Tableau is is a business intelligence and analytical top designed to visualize data in the form of charts and graphs. It was founded in 2003. Since then, it has grown from a niche market to become one of the most popular business intelligence tops used today by many corporations and businesses.

Xero

Xero is an accounting software used to manage financial transactions of small businesses and startups. It was founded in 2006. Since then, it has grown to become one of the leading accounting software used by startup companies and small businesses across the globe. After integrating Tableau with Xero, users can now integrate the two applications to view their data as a single source. This will allow them to make better business decisions based on their financial data.

Integration of Tableau and Xero

Tableau has partnered with Xero to offer a cloud-based integration between the two applications. The integration will enable Xero users to connect their bank and credit card data with Tableau. They can then create rich dashboards that will allow them to monitor their business performance more easily. Using the integration, users can also leverage existing data with Tableau’s visual analytics to gain a deeper understanding of their financial data.

Benefits of Integration of Tableau and Xero

The integration between Tableau and Xero is expected to provide many benefits for small businesses and startups. Here are some of them:

The process to integrate Tableau and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.