Xero contacts in a live spreadsheet
Add the Contacts table to a sheet as a data source named contacts and its 18 columns become names your formulas, pivot tables and charts use. Sheets reads it from your Xero organisation each time the sheet opens or refreshes.
Formulas on this table
=data.contacts.sum(receivable) Total receivable. Adds up the Receivable column over every row of Contacts.
=data.contacts.sum(receivable, account_no, A2) Receivable per account no.. With a account no. in A2, the total for that one. Fill it down next to a list of them.
=list.contacts(account_no) Every account no., once. Spills the distinct account no. values down the column: the row labels for the formula above.
=data.contacts.count(id, account_no, "<>") Rows with a account no.. Counts the rows whose Account no. is not empty.
=data.contacts.avg(receivable_overdue) Average receivable overdue. avg, min, max, count, countd (distinct) and first work the same way as sum.
Columns
| Column | In formulas | Type |
|---|---|---|
| ID | id | Text |
| Name | name | Text |
| First name | first_name | Text |
| Last name | last_name | Text |
e_mail | Text | |
| Account no. | account_no | Text |
| Customer | customer | Yes / no |
| Supplier | supplier | Yes / no |
| Receivable | receivable | Number |
| Receivable overdue | receivable_overdue | Number |
| Payable | payable | Number |
| Payable overdue | payable_overdue | Number |
| City | city | Text |
| Country | country | Text |
| Tax number | tax_number | Text |
| Currency | currency | Text |
| Status | status | Text |
| Updated at | updated_at | Date and time |
Other lists tables
Your contacts, live
Invoices, bills, bank transactions and your monthly profit and loss become tables that formulas, pivots and charts read directly, in your base currency.