Data Export

The export command is used to export your Xero data to local files.

What can’t be exported

• Bank statements - apparently for commercial reasons.

• Expense Claims - Deprecated by Xero and no longer supported.

• Custom reports - Xero’s reports API has no support for either running custom reports or exporting their configuration.

• History and Notes for endpoints - Not supported by the pyxero library.

• Linked Transactions - Not supported by the pyxero library.

• Receipts - Deprecated by Xero and no longer supported.

• PaymentServices - Requires the paymentservices OAuth scope which is only available after additional Xero partner certification and commercial agreements.

Basic usage

Export everything:

Linux/macOSWindows (PowerShell)

xerotrust export

Export specific data types:

Linux/macOSWindows (PowerShell)

xerotrust export contacts journals

Update an existing export:

This is faster when you already have an existing export.

Linux/macOSWindows (PowerShell)

xerotrust export --update

File Organisation

Exported data is saved in folders organised by tenant name. The exported files are either JSON or JSON Lines making it easy to process with standard tools.

For the complete file structure, see Usage.

What can be exported

Export of the following types of content has been implemented:

Core Accounting Data:

• Accounts - Chart of accounts structure and details

• Contacts - Contact and customer details

• Journals - Accounting transactions and journal entries

• BankTransactions - Reconciled bank account transaction records

• BankTransfers - Bank transfer records between accounts

Transaction Records:

• Invoices - Sales invoices and bills

• CreditNotes - Credit notes for refunds and adjustments

• Payments - Payment records and receipts

• Overpayments - Customer overpayment records

• Prepayments - Supplier prepayment records

• ManualJournals - Manual journal entries

• BatchPayments - Batch payment records

Business Operations:

• PurchaseOrders - Purchase order records

• Quotes - Quote and estimate records

• RepeatingInvoices - Recurring invoice templates

Reference Data:

• Currencies - Currency definitions and exchange rates

• TaxRates - Tax rate configurations

• Items - Product and service item definitions

• TrackingCategories - Custom tracking category definitions

Organization Setup:

• Organisations - Organization profile and settings

• Users - User accounts and permissions

• Employees - Employee records

• BrandingThemes - Invoice branding themes

• ContactGroups - Contact grouping configurations

If something you need is missing, it should be easy enough to add, please file a feature request.