Xero Connector Reference

Xero is a SaaS-based accounting application used primarily by small to medium sized businesses for accounting functions such as invoice creation and tracking, receiving and tracking payments, managing inventory, storing customer contacts, and creating purchase orders and quotes.

Connections

To connect to a system, whether it is a source of data or the target where you are sending data, you must create a connection with that system’s required credentials. You typically connect to different systems within a flow and can reuse each connection every time you need to connect.

This system requires the following credential information for its connections:

To establish a connection from Composer to Xero, you must select the Xero organisation to which you want to connect in the Organisation field.

Connection Name

Enter a connection name that will help you remember the details of this connection. You can reuse connections multiple times in a single flow, and in more than one flow, and the credentials are hidden after you create the connection. Therefore, it’s helpful to provide a name that easily identifies this connection from others.

Only you can see the connection. Other users in your Composer app must create their own connections.

Username

The OAuth username that you use to log in to Xero.

Password

The OAuth password that you use to log in to Xero.

Triggers

Each flow starts with a scheduler that specifies a time span for how frequently the flow starts or with a trigger that you define, such as "each time a new record is created." Triggers provide multiple options related to the data in your system.

Triggers execute every ten minutes.

This system provides the following trigger options:

New or updated Contact

Checks for a new or updated contact record. Provide a value for the following fields:

  • Organisation

  • Contact Type

New or updated item

Checks for a new or updated item record. Provide a value for the following fields:

  • Organisation

  • Is purchased

  • Is sold

  • Is tracked as inventory

New or updated payment

Checks for a new or updated payment. Provide a value for the Organisation field.

Actions

After you connect to a system and define the trigger or configure a scheduler, you define the actions that the flow performs, such as copying a record from Workday to Salesforce. The actions you can perform depend on which system you are connected to.

This system provides the following actions:

Create or update contact

Creates a new contact record nor updates an existing contact record. Provide a value for the following fields:

  • Organisation

  • Contact name

  • If you add additional contacts, you must also provide a value for Email address.

Search contacts

Returns a list of contact records based on values entered. Provide a value for Organisation.

Get contact by ID

Returns a single contact record based on the ID value. Provide a value for the following fields:

  • Organisation

  • Contact ID

Create or update invoice

Creates or updates an invoice record. Provide a value for the following fields:

  • Organisation

  • Invoice type

  • Contact name

  • Items

Update invoice headers

Updates specific fields in an invoice record. Provide a value for the following fields:

  • Organisation

  • Invoice Reference Type

  • Invoice Reference

Create or update item

Creates or updates a field in the item record. Provide a value for the following fields:

  • Organisation

  • Item Code

Objects

The Action: Create or update invoice object is available.

Was this article helpful?

💙 Thanks for your feedback!

Give us your feedback!
We want to build the best documentation experience for you!
Help us improve with your feedback.
Take the survey!