This package models Xero data from Fivetran's connector. It uses data in the format described by this ERD.

The package’s primary focus is to transform the core tables into analytics-ready models, including a profit and loss report, general ledger, and balance sheet report.

This package contains transformation models, designed to work simultaneously with our Xero source package. A dependency on the source package is declared in this package's packages.yml file, so it will automatically download when you run dbt deps. The primary outputs of this package are described below.

If you are using multi-currency accounting in Xero, you are likely to have unrealized currency gains as part of your profit and loss statement. These gains/losses do not exist within the actual journals in Xero. As a result, you will find that those lines are missing from the outputs of this package. All realised currency gains will be present and your balance sheet will still balance.

Check dbt Hub for the latest installation instructions, or read the dbt docs for more information on installing packages.

Include in your packages.yml

packages:
  - package: fivetran/xero
    version: [">=0.2.0", "<0.3.0"]

By default, this package will look for your Xero data in the xero schema of your target database. If this is not where your Xero data is,add the following configuration to your dbt_project.yml file:

# dbt_project.yml

...
config-version: 2

vars:
    xero_schema: your_schema_name
    xero_database: your_database_name 

When setting up your Xero connection in Fivetran, it is possible that not every table this package expects will be synced. This can occur because you either don't use that functionality in Xero or have actively decided to not sync some tables. In order to disable the relevant functionality in the package, you will need to add the relevant variables.

By default, all variables are assumed to be true. You only need to add variables for the tables you would like to disable:

# dbt_project.yml

config-version: 2

vars:
    xero__using_credit_note: false                    # default is true

For additional configurations for the source models, visit the Xero source package.

By default this package will build the Xero Source staging models within a schema titled (<target_schema> + _stg_xero) and the Xero final transform models within a schema titled (<target_schema> + _xero) in your target database. To overwrite this behavior, add the following configuration to your dbt_project.yml file:

# dbt_project.yml

...
models:
    xero:
        +schema: my_new_final_models_schema # leave blank for just the target_schema
    xero_source:
        +schema: my_new_staging_models_schema # leave blank for just the target_schema

Don't see a model or specific metric you would have liked to be included? Notice any bugs when installing and running the package? If so, we highly encourage and welcome contributions to this package! Please create issues or open PRs against master. See the Discourse post for information on how to contribute to a package.

This package has been tested on BigQuery, Snowflake, Postgres and Redshift.

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