It’s been very effective to do things like looking at revenue per territory, make sure data is consistent between the two systems and so on. That has been working really effectively for us in terms of being able to cross reference and correlate data with our CRM system – we tried out for a while and found it cumbersome so we switched to using together with Harvest and Basecamp to handle the professional services function. So the architecture we ended up going for was getting Iguana to do all this back end extraction and then serving the data up via Excel using the Excel adapter. None of these things are that consistent. Repeating invoice templates have another pattern to get those. Other things like credit notes have to be retrieved one at time which is really slow. The reason for this is that some APIs like those that get invoices, only give you the detail information if you loop around and get pages of data. For your information as this project progressed we found in practice it was much easier to leverage Iguana to extract the information from Xero and map into a set of SQLite tables to mirror the data from Xero. If you are not an iNTERFACEWARE customer please understand that this VBA code is not supported. Note: This code is here for historical interest only.
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