Pull
Run authorised Xero API pulls through the app and keep the source workflow controlled by user access and plan allowance.
Xero API reporting for finance, Trial Balance, invoices, payments, and BI exports
Datplan DataPull gives Xero source access a finance-focused reporting workflow: choose source, choose company or tenant, click sync, then review Trial Balance summaries, invoices, payments, dashboards, reconciliation output and BI-ready exports.
Install Datplan DataPull from Microsoft Store, sign in, choose this source tier inside the app, and complete the secure in-app payment flow. This page explains source access, limits, tiers, and provider-limit caveats.
What the Xero source is for
Xero source access is designed for accountants, finance managers, bookkeepers, and consultants who need accounting data available for reporting without rebuilding manual exports each period.
Use it for management reporting packs, client review, revenue and invoice analysis, bank or account movement review, dashboard preparation, and reconciliation support.
Prepare
Use integrated ETL and modelling workflows to turn pulled data into structured reporting outputs.
Report
Create dashboards, exports, audit output, and reconciliation material from the same source workflow.
Xero reporting outputs Datplan prepares
Finance users need to know the reporting shape before they build a dashboard. Datplan DataPull uses source pulls plus transformed reporting facts and dimensions so users can move from raw accounting records to dashboard-ready analysis.
Trial Balance snapshots
Use Trial Balance-derived account and date summaries for month-end reporting, P&L review, balance sheet review, account movement and comparison reporting.
Invoice Summary and Invoice Lines
Review live invoice and bill totals, due dates, amounts paid, outstanding balances, customer and supplier values, item analysis, tracking values, net, tax and gross line analysis.
Payments and settlement timing
Analyse receipts, supplier payments, payment dates, payment accounts, contact settlement behaviour and cash timing without using invoice totals as a proxy for payment movement.
Xero grains for accurate dashboard charts
Choose the grain first. A chart can be technically valid but analytically wrong if it measures invoice totals when the question needs Trial Balance movement, or payments when the question needs revenue recognition.
| Grain | Best for | Avoid using for |
|---|---|---|
| Financial Summary | P&L, balance sheet, revenue, expenses, account movement by month and Trial Balance summaries. | Customer, item, invoice or payment drilldown. |
| Financial Activity | Reconstructed accounting activity, source type, line role and tracking analysis where official journal access is unavailable. | Official ledger parity or complete source system journals. |
| Invoice Summary | Invoice totals, bill totals, due dates, outstanding balances, paid amounts and customer/supplier invoice value. | P&L or balance sheet reporting. |
| Invoice Lines | Item, product, tracking option and line net/tax/gross analysis. | Invoice ageing or payment settlement. |
| Payments | Receipts, supplier payments, payment timing, payment account mix and settlement reporting. | Revenue or expense recognition. |
Finance examples for Xero dashboards
Month-end reporting
Build revenue by month, expenses by month, net P&L, balance sheet by section and account movement views from Financial Summary outputs.
Invoice and debtor review
Use Invoice Summary for outstanding invoices, invoice value by customer, due-month reporting, sales invoices by month and supplier bill analysis.
Audit and reconciliation review
Keep raw source rows available for review while chart-facing reporting facts exclude non-reporting operational rows such as deleted, voided and draft records where applicable.
Xero plans and prices
£49/month
£530/year
£530/year
- 250 MB/month data allowance
- Unlimited data rows*
- Full and incremental pulls to reduce tier allowance usage†
- 5/day pull credits
- 1 connected client
- 5 dashboards
- Scheduler: No
- CSV, JSON, Fact + Dim star-schema
£89/month
£965/year
£965/year
- 1 GB/month data allowance
- Unlimited data rows*
- Full and incremental pulls to reduce tier allowance usage†
- 15/day pull credits
- 3 connected clients
- 15 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
£179/month
£1,935/year
£1,935/year
- 2 GB/month data allowance
- Unlimited data rows*
- Full and incremental pulls to reduce tier allowance usage†
- 50/day pull credits
- 10 connected clients
- 50 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
£399/month
£4,310/year
£4,310/year
- 5 GB/month data allowance
- Unlimited data rows*
- Full and incremental pulls to reduce tier allowance usage†
- 150/day pull credits
- 50 connected clients
- 250 dashboards
- Scheduler: Yes
- CSV, JSON, Fact + Dim star-schema
Xero allowance table
| Plan | Monthly | Annual | Data allowance | Data rows* | Pull credits | Connected clients | Dashboards | Scheduler | Exports |
|---|---|---|---|---|---|---|---|---|---|
| Xero Solo | £49/month | £530/year | 250 MB/month | Unlimited* | 5/day | 1 | 5 | No | CSV, JSON, Fact + Dim star-schema |
| Xero Growth | £89/month | £965/year | 1 GB/month | Unlimited* | 15/day | 3 | 15 | Yes | CSV, JSON, Fact + Dim star-schema |
| Xero Pro | £179/month | £1,935/year | 2 GB/month | Unlimited* | 50/day | 10 | 50 | Yes | CSV, JSON, Fact + Dim star-schema |
| Xero Heavy | £399/month | £4,310/year | 5 GB/month | Unlimited* | 150/day | 50 | 250 | Yes | CSV, JSON, Fact + Dim star-schema |
Prices exclude VAT and applicable taxes. Annual pricing is calculated at approximately 10% off monthly billing, rounded up to the nearest £5. Allowances do not roll over. *Datplan tier allowances are subject to source provider limits and any allowance already used outside Datplan. If another app, integration, automation, or user consumes the provider tenant's API quota, Datplan pulls may be limited before the Datplan tier allowance is fully used. †Incremental pulls use the last saved pull position or checkpoint where supported by the source provider and endpoint. This can reduce Datplan tier allowance usage and provider allowance consumption compared with repeated full pulls.
Choosing a Xero plan
Solo and Growth
Use Solo for light reporting on one connected client. Use Growth where regular reporting, more dashboards, and scheduler access are needed for a small number of clients.
Pro and Heavy
Use Pro for larger recurring reporting workflows and more dashboard capacity. Use Heavy when a consultancy, finance team, or operations function needs higher daily pull capacity and many connected clients.
Xero FAQs
Is Xero access included with every plan?
No. Source access is purchased separately. Choose the source and plan that matches the reporting workload.
Do unused Xero allowances roll over?
No. Monthly data allowances and daily pull credits do not roll over.
Can more than one email use the same connected tenant?
Multiple email addresses can access the same tenant where the source provider allows that access model and the relevant user permissions are in place.
Can provider limits affect Datplan pulls?
Yes. Datplan allowances are subject to source provider limits and any provider allowance already used by other apps, integrations, automations, or users connected to the same tenant.
What is an incremental pull?
A full pull downloads the selected dataset again. An incremental pull uses the last saved pull position or checkpoint where supported by the source provider and endpoint, so Datplan only requests data that has changed or needs updating. This can reduce Datplan tier allowance usage and provider allowance consumption compared with repeated full pulls.
Are prices inclusive of VAT?
No. Prices are shown excluding VAT and applicable taxes.