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Xero

Integromat Integromat Updated January 04, 2021 12:42

The Xero modules allow you to watch, create, update, list, and/or delete accounts, bank transfers, bank transactions, change history, contacts, contact groups, credit notes, employees, files, invoices, items, journal manuals, notes, payments, purchase orders, and tax rates in your Xero account.

Prerequisites

  • A Xero account

In order to use Xero with Integromat, it is necessary to have a Xero account. If you do not have one, you can create a Xero account at https://www.xero.com/signup/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Xero to Integromat

1. Go to Integromat and open the Xero module's Create a connection dialog.

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2. In the Connection name field, enter a name for the connection.

3. In the Company name field, enter the company name if you have more than one company.

4. Click Continue.

xero4.PNG

5. Confirm the dialogue box by clicking the Allow Access button.

xero.PNG

4. Confirm the dialogue box by clicking the Connect button.

xero1.PNG

The connection has been established.

Invoices

Watch Invoices

Triggers when an invoice is added or updated.

Connection Establish a connection to your Xero account. 
Filter Enter the location where you want to watch the invoices. For example, Type=="BANK"

Search for Invoices

Searches for an invoice.

Connection Establish a connection to your Xero account. 
Search by Select the option to search the invoices:
  • Field
  • User-Defined Condition
Maximum number of returned accounts The maximum number of invoices Integromat should return during one scenario execution cycle.

Get an Invoice

Returns information about an invoice with a given ID.

Connection Establish a connection to your Xero account. 
Invoice ID Enter the Invoice ID whose details you want to retrieve.

Create an Invoice

Creates a new invoice.

Connection Establish a connection to your Xero account.
Type Select the type of invoice you want to create:
  • A bill
  • A sales invoice
Contact ID Enter or Search the Contact ID to whom you want to attach the invoice.
Line Items

Add the line items:

Description

Enter the details of the item.

Quantity

Enter the number of items.

Unit amount

Enter the number of items.

Item

Select the item.

Account Code

Select the category to which the item belongs to.

Tax Code

Select the tax code applicable for the item:

  • Sales Tax on Imports
  • Tax Exempt
  • Tax on Purchases
  • Tax on Sales

Tax Amount

Enter the amount of tax for the item.

Line Amount

Enter the item amount after discount.

Discount Rate

Enter the discount rate of the item.

Discount Amount

Enter the discount amount for the item.

Tracking

Add the tracking name of the item.

Date

Enter the date the invoice is issued.

Due date Enter the date the invoice is due on.
Line amount type Enter the amount excluding taxes.
Invoice number Enter the invoice number.
Reference Enter the reference number. This is applicable only for sale invoices.
Branding Theme Select the branding theme for the invoice.
URL Enter the URL to the source document of the invoice.
Currency code Select the currency code applicable for the invoice.
Currency rate Enter the currency conversion rate.
Status Select the status of the invoice:
  • Draft
  • Submitted
  • Authorized
Send to Contact Select Yes if you want to send this invoice to a contact:
  • Yes
  • No
  • Not defined
Expected Payment Date Enter the date when the payment for the invoice is expected. This is available only on sales invoices.
Planned payment date Enter the date when the payment for the invoice is planned. This is available only on bills.

Update an Invoice

Updates an invoice by ID.

Connection Establish a connection to your Xero account. 
Invoice ID Enter the Invoice ID you want to update.
Type Select the type of invoice you want to create:
  • A bill
  • A sales invoice
Contact ID Enter or Search the Contact ID to whom you want to attach the invoice.
Line Items

Add the line items:

Description

Enter the details of the item.

Quantity

Enter the number of items.

Unit amount

Enter the number of items.

Item

Select the item.

Account Code

Select the category to which the item belongs to.

Tax Code

Select the tax code applicable for the item:

  • Sales Tax on Imports
  • Tax Exempt
  • Tax on Purchases
  • Tax on Sales

Tax Amount

Enter the amount of tax for the item.

Line Amount

Enter the item amount after discount.

Discount Rate

Enter the discount rate of the item.

Discount Amount

Enter the discount amount for the item.

Tracking

Add the tracking name of the item.

Date Enter the date the invoice is issued.
Due date Enter the date the invoice is due on.
Line amount type Enter the amount excluding taxes.
Invoice number Enter the invoice number.
Reference Enter the reference number. This is applicable only for sale invoices.
Branding Theme Select the branding theme for the invoice. 
URL Enter the URL to the source document of the invoice. 
Currency code Select the currency code applicable for the invoice.
Currency rate Enter the currency conversion rate.
Status Select the status of the invoice:
  • Draft
  • Submitted
  • Authorized
Send to contact Select Yes if you want to send this invoice to a contact:
  • Yes
  • No
  • Not defined
Expected Payment Date Enter the date when the payment for the invoice is expected. This is available only on sales invoices.
Planned Payment Date Enter the date when the payment for the invoice is planned. This is available only on bills.

Get an Invoice URL

Retrieves a Xero online invoice URL.

Connection Establish a connection to your Xero account. 
Invoice ID Enter the Invoice ID whose URL you want to retrieve.

Send an Invoice via Email

The email will be sent to the primary email address of the contact on the invoice. The invoice must be of Type ACCREC and a valid Status for sending (SUBMITTED, AUTHORISED, or PAID).

Connection Establish a connection to your Xero account. 
Invoice ID Enter the Invoice ID whose details you want to send via email.

Bank Transactions

Watch Bank Transactions

Triggers when a bank transactions is added or updated.

Connection Establish a connection to your Xero account. 
Filter Enter the location where you want to watch the invoices. For example, Type=="BANK"

Get a Bank Transaction

Returns information about a transaction with a specified ID.

Connection Establish a connection to your Xero account. 
Bank Transaction ID Enter the Bank Transaction ID whose details you want to retrieve.

Create a Bank Transaction

Creates a new bank transaction.

Connection Establish a connection to your Xero account.
Type Select the type of bank transaction you want to create:
  • Receive
  • Receive overpayment
  • Receive prepayment
  • Spend
  • Spend overpayment
  • Spend prepayment
  • Receive transfer
  • Spend transfer
Contact ID Enter the Contact ID who is performing the bank transaction.
Line items

Add the line items:

Description

Enter the details of the item.

Quantity

Enter the number of items.

Unit amount

Enter the number of items.

Item

Select the item.

Account Code

Select the category to which the item belongs to.

Tax Code

Select the tax code applicable for the item:

  • Sales Tax on Imports
  • Tax Exempt
  • Tax on Purchases
  • Tax on Sales

Tax Amount

Enter the amount of tax for the item.

Line Amount

Enter the item amount after discount.

Discount Rate

Enter the discount rate of the item.

Discount Amount

Enter the discount amount for the item.

Tracking

Add the tracking name of the item.

Bank Account Select the bank account whose transaction you are performing.
Is Reconciled Select if this transaction is reconciled.
Date Enter the date of transaction.
Reference Enter the transaction reference number.
Currency Code Select the currency code in which you are performing the transaction.
Currency Rate Enter the applicable currency conversion rate.
URL Enter the URL to the source document.
Line Amount Type Select the line amount type:
  • Inclusive
  • Exclusive
  • No Tax

Bank Transfers

Watch Bank Transfers

Triggers when a new bank transfer is created.

Connection Establish a connection to your Xero account.
Filter Enter the location where you want to watch the invoices. For example, Type=="BANK"

Create a Bank Transfer

Transfers a specified amount from one account to another.

Connection Establish a connection to your Xero account.
From bank account Select the bank account from which you want to transfer.
To bank account Select the bank account to which you want to transfer.
Amount Enter the amount you want to transfer.
Date Enter the date of the transfer.

Contacts

Watch Contacts

Triggers when a contact is created or updated.

Connection Establish a connection to your Xero account. 
Filter Enter the location where you want to watch the invoices. For example, Type=="BANK"

Search for Contacts

Searches for a contact by name or email.

Connection Establish a connection to your Xero account. 
Search by Select the option to search the contacts:
  • Field
  • User-Defined Condition
Maximum number of returned accounts The maximum number of contacts Integromat should return during one scenario execution cycle.

Get a Contact

Retrieves contact information by ID.

Connection Establish a connection to your Xero account.
Contact ID Enter the contact ID whose details you want to retrieve.

Create a Contact

Creates a new contact.

Connection Establish a connection to your Xero account.
Name Enter the name of the contact you want to create.
Contact number Enter the phone number of the contact.
Account number Enter the account number of the contact.
First name Enter the first name.
Last name Enter the last name.
Email Enter the email address of the contact.
Skype Enter the Skype ID of the contact.
Contact persons

Add the contact persons:

First name

Enter the first name of the contact person.

Last name

Enter the last name of the contact person.

Email

Enter the email address of the contact person.

Include in emails

Select Yes if you want to include the contact person in your emails:

  • Yes
  • No
  • Not defined
Bank account details Enter the bank account details of the contact.
Tax number Enter the tax number.
Accounts receivable tax type Select the accounts receivable tax type for the contact:
  • Sales Tax on Imports
  • Tax Exempt
  • Tax on Purchases
  • Tax on Sales
Accounts payable tax type Select the accounts payable tax type for the contact:
  • Sales Tax on Imports
  • Tax Exempt
  • Tax on Purchases
  • Tax on Sales
Addresses

Add the address of the contact:

Type

Select the type of address:

  • Street
  • POBOX

Address line 1

Enter the street address.

Address line 2

Enter the street address.

Address line 3

Enter the street address.

Address line 4

Enter the street address.

City

Enter the city name.

Region

Enter the area name.

Postal Code

Enter the postal code of the area.

Country

Enter the country name.

Attention to

Enter the name to whom you are addressing.

Phones

Add the phone numbers of the contact:

Type

Select the type of phone number.

  • Default
  • Mobile
  • Fax
  • DDI

Number

Enter the phone number.

Area Code

Enter the area code.

Country Code

Enter the country code.

Default Currency Select the applicable currency for the contact.
Xero Network Key Enter the Xero Network Key to store the contact.
Sales default account Select the sales category of the contact.
Purchases default account Select the purchasing category of the contact.
Payment terms Select the payment terms applicable for the contact:
  • Day(s) after bill date
  • Day(s) after month date
  • of the current month
  • of the following month

Update a Contact

Updates a contact by ID.

Connection Establish a connection to your Xero account. 
Contact ID Enter the Contact ID you want to update.
Name Enter the name of the contact.
Contact number Enter the phone number of the contact.
Account number Enter the account number of the contact. 
First name Enter the first name of the contact.
Last name Enter the last name of the contact.
Email Enter the email address of the contact.
Skype Enter the Skype ID of the contact.
Contact persons

Add the contact persons:

First name

Enter the first name of the contact person.

Last name

Enter the last name of the contact person.

Email

Enter the email address of the contact person.

Include in emails

Select Yes if you want to include the contact person in your emails:

  • Yes
  • No
  • Not defined
Bank account details Enter the bank account details of the contact.
Tax number Enter the tax number of the contact.
Accounts receivable tax type Select the accounts receivable tax type for the contact:
  • Sales Tax on Imports
  • Tax Exempt
  • Tax on Purchases
  • Tax on Sales
Accounts payable tax type Select the accounts payable tax type for the contact:
  • Sales Tax on Imports
  • Tax Exempt
  • Tax on Purchases
  • Tax on Sales
Addresses

Add the address of the contact:

Type

Select the type of address:

  • Street
  • POBOX

Address line 1

Enter the street address.

Address line 2

Enter the street address.

Address line 3

Enter the street address.

Address line 4

Enter the street address.

City

Enter the city name.

Region

Enter  the area name.

Postal Code

Enter the postal code of the area.

Country

Enter the country name.

Attention to

Enter the name to whom you are addressing.

Phones

Add the phone numbers of the contact:

Type

Select the type of phone number.

  • Default
  • Mobile
  • Fax
  • DDI

Number

Enter the phone number.

Area Code

Enter the area code

Country Code

Enter the country code.

Default currency Select the applicable currency for the contact. 
Xero network key Enter the Xero Network Key to store the contact.
Sales default account Select the sales category of the contact.
Purchases default account Select the purchasing category of the contact.
Payment terms

Select the payment terms applicable for the contact:

  • Day(s) after bill date
  • Day(s) after month date
  • of the current month
  • of the following month

Archive a Contact

Archive a contact with a given ID.

Connection Establish a connection to your Xero account.  
Contact ID Enter the Contact ID you want to archive.

Credit Notes

Watch Credit Notes

Triggers when a credit note is added or updated.

Connection Establish a connection to your Xero account. 
Filter Enter the location where you want to watch the invoices. For example, Type=="BANK"

Get a Credit Note

Returns information about a credit note with a specified ID.

Connection Establish a connection to your Xero account. 
Credit Note ID Enter the Credit Note ID whose details you want to retrieve.

Create a Credit Note

Creates a new credit note.

Connection Establish a connection to your Xero account. 
Type

Select the type of credit note you are creating:

  • An Accounts Payable
  • An Accounts Receivable
Contact ID Enter the Contact ID whose credit notes you are creating.
Line items

Add the line items:

Description

Enter the details of the item.

Quantity

Enter the number of items.

Unit amount

Enter the number of items.

Item

Select the item.

Account Code

Select the category to which the item belongs to.

Tax Code

Select the tax code applicable for the item:

  • Sales Tax on Imports
  • Tax Exempt
  • Tax on Purchases
  • Tax on Sales

Tax Amount

Enter the amount of tax for the item.

Line Amount

Enter the item amount after discount.

Discount Rate

Enter the discount rate of the item.

Discount Amount

Enter the discount amount for the item.

Tracking

Add the tracking name of the item.

Status

Select the status of the credit note:

  • Draft
  • Submitted
  • Authorized
Line Amount Type Select the line amount type of the credit note:
  • Inclusive
  • Exclusive
  • No tax
Date Enter the date when the credit note is issued.
Currency Rate Enter the currency conversion rate.
Currency Code Select the currency code applicable for the credit note.
Credit Note Number Enter the credit note number.
Reference Enter the reference number of the credit note.
Branding Theme Select the branding theme for the credit note.

Manual Journals

Watch Manual Journals

Triggers when a manual journal is created or updated.

Connection Establish a connection to your Xero account.
Filter Enter the location where you want to watch the invoices. For example, Type=="BANK"

Search for manual Journals

Searches for a manual journal.

Connection Establish a connection to your Xero account. 
Search by

Select the option to search the manual journals:

  • Field
  • User-Defined Condition
Maximum number of returned accounts The maximum number of manual journals Integromat should return during one scenario execution cycle.

Get a Manual Journal

Returns information about a manual journal.

Connection Establish a connection to your Xero account.
Manual Journal ID Enter the Manual Journal ID whose details you want to retrieve.

Create a Manual Journal

Creates a manual journal.

Connection Establish a connection to your Xero account.
Narration Enter the description of the journal.
Journal lines

Add the journal lines:

Line amount

Enter the amount after discount.

Accounts

Select the category applicable for the journal.

Description

Enter the details of the journal.

Tax type

Select the tax type for the journal:

  • Sales Tax on Imports
  • Tax Exempt
  • Tax on Purchases
  • Tax on Sales

Tracking

Add the tracking name for the journal.

Date

Enter the journal posting date.

Line amount type Select the line amount type:
  • Inclusive
  • Exclusive
  • No Tax
Status Select the status of journal:
  • Drafted
  • Posted
  • Voided
  • Deleted
URL Enter the URL link of the source document.
Show on cash basis reports Select Yes if you want to show the journal based on cash basis report:
  • Yes
  • No
  • Not defined

Items

Create an Item

Creates a new item.

Connection Establish a connection to your Xero account.
Code Enter the item code.
Account Enter the account for which you are creating the item.
Name Enter the name of the item.
Is sold Select if the item is available for sales transactions.
Is purchased Select if the item is available for purchase transactions.
Description Enter sales details of the item.
Purchase description Enter the purchase details of the item.
Unit price Enter the single unit purchasing price of the item. By default, the price rounded off for two decimals.
Cost of goods sold account Select the goods sold account.
Tax Select the applicable tax for the item.
Unit price Enter the sale unit price of the item.
Account Select the account category of the item.
Tax Select the applicable tax for the item.

Update an Item

Updates an item by ID.

Connection Establish a connection to your Xero account. 
Item ID Enter the Item ID you want to update.
Code Enter the item code.
Account Enter the account for which you are creating the item.
Name Enter the name of the item.
Is sold Select if the item is available for sales transactions.
Is purchased Select if the item is available for purchase transactions.
Description Enter sales details of the item. 
Purchase description Enter the purchase details of the item.
Unit price Enter the single unit purchasing price of the item. By default, the price is rounded off to two decimals.
Cost of goods sold account Select the goods sold account.
Tax Select the applicable tax for the item.
Unit price Enter the sale unit price of the item.
Account Select the account category of the item. 
Tax Select the applicable tax for the item.

Get an Item

Searches for an item by item ID or item code.

Connection Establish a connection to your Xero account. 
Item ID Enter the Item ID whose details you want to retrieve.

Payments

Watch Payments

Triggers when a payment is created or updated.

Connection Establish a connection to your Xero account. 
Filter Enter the location where you want to watch the payments. For example, Type=="BANK"

Get a Payment

Retrieves information about a payment with a specified ID.

Connection Establish a connection to your Xero account. 
Payment ID Enter the Payment ID whose details you want to retrieve.

Create a Payment

Creates a new purchase order.

Connection Establish a connection to your Xero account. 
Specify object by Select the option for which you want to create the payment:
  • Invoice ID
  • Invoice Number
  • CreditNote ID
  • Credit Note Number
  • Prepayment ID
  • Overpayment ID
Account Select the account to be used for payment.
Amount Enter the payment amount.
Date Enter the date when the payment is being made.
Reference Enter the details of the payment.
Is reconciled Select Yes if the payment is reconciled:
  • Yes
  • No
  • Not defined

Purchase Orders

Watch Purchase Orders

Triggers when an order is added or updated.

Connection Establish a connection to your Xero account.
Filter Enter the location where you want to watch the purchase orders. For example, Type=="BANK"

Get a Purchase Order

Returns information about a purchase order with a specified ID.

Connection Establish a connection to your Xero account.
Purchase Order ID Enter the Purchase Order ID whose details you want to retrieve.

Create a Purchase Order

Creates a new purchase order.

Connection Establish a connection to your Xero account. 
Contact ID
Enter the Contact ID whose purchase order you are creating.
Line Items

Add the line items:

Description

Enter the details of the item.

Quantity

Enter the number of items.

Unit amount

Enter the number of items.

Item

Select the item.

Account Code

Select the category to which the item belongs to.

Tax Code

Select the tax code applicable for the item:

  • Sales Tax on Imports
  • Tax Exempt
  • Tax on Purchases
  • Tax on Sales

Tax Amount

Enter the amount of tax for the item.

Line Amount

Enter the item amount after discount.

Discount Rate

Enter the discount rate of the item.

Discount Amount

Enter the discount amount for the item.

Tracking

Add the tracking name of the item.

Date Enter the purchase order issuing date.
Delivery Date Enter the goods delivering date.
Line Amount Type Select the line amount type:
  • Inclusive
  • Exclusive
  • No Tax
Purchase Order Number Enter the purchasing order number.
Reference Enter the additional reference number.
Branding Theme Select the branding theme for the purchasing order.
Currency Code Select the currency code applicable for the purchasing order.
Status Select the status of the purchase order:
  • Draft
  • Submitted
  • Authorized
  • Billed
Sent to Contact Select Yes if you send the purchase order to a contact:
  • Yes
  • No
  • Not defined
Delivery Address Enter the address where the goods should be delivered.
Attention to Enter the person to whom you are delivering the goods.
Telephone Enter the phone number.
Delivery Instructions Enter the delivery instructions, if any.
Expected Arrival Date Enter the date when the goods are expected to arrive at the address.

Contact Groups

Get a Contact Group

Returns information about a contact group.

Connection Establish a connection to your Xero account.
Contact Group ID Enter the Contact Group ID whose details you want to retrieve.

Create a Contact Group

Creates a contact group.

Connection Establish a connection to your Xero account. 
Contact Group ID Enter the Contact Group ID you want to create.

Delete a Contact Group

Deletes all contacts from a contact group.

Connection Establish a connection to your Xero account. 
Contact Group ID Enter the Contact Group ID you want to delete.

Add a Contact to a Contact Group

Adds a contact to a specified contact group.

Connection Establish a connection to your Xero account.
Contact Group Select the contact group to which you want to add a contact.
Contact ID Enter the Contact ID to add to the contact group.

Remove a Contact from a Contact Group

Removes a contact from a contact group.

Connection Establish a connection to your Xero account. 
Contact Group Select the contact group to which you want to remove a contact.
Contact ID Enter the Contact ID that you want to remove from the contact group.

Employees

Create an Employee

Creates a new employee.

Connection Establish a connection to your Xero account. 
First name Enter the first name of the employee.
Last name Enter the last name of the employee.
External link Enter any external link available about the employee. For example, a link to the employee record.

Update an Employee

Updates an employee by ID.

Connection Establish a connection to your Xero account.
Employee ID Enter the Employee ID whose details you want to update.
First name Enter the first name of the employee.
Last name Enter the last name of the employee.
External link Enter any external link available about the employee. For example, a link to the employee record.

Reports

Get a Bank Summary

Returns the balance and cash movements for each bank account.

Connection Establish a connection to your Xero account. 
From Date Enter the start date from which you want to get the bank summary.
To Date Enter the last date until which you want to get the bank summary.

Get a Bank Statements Report

Returns bank statements for a selected bank account.

Connection Establish a connection to your Xero account. 
Bank account Select the bank account whose statement summary report you want to retrieve.
From Date Enter the start date from which you want to get the bank statement.
To Date Enter the last date from which you want to get the bank statement.

Reports

Search for Accounts

Finds an account by ID, name, or code.

Connection Establish a connection to your Xero account.
Search by Select the option to search the tax rates:
  • Field
  • User-defined Condition
Maximum number of returned accounts The maximum number of accounts Integromat should return during one scenario execution cycle.

Get an Account

Returns information about an account with a specified ID.

Connection Establish a connection to your Xero account. 
Account ID Enter the Account ID whose details you want to retrieve.

Files

Upload a File

Uploads a file to a selected object.

Connection Establish a connection to your Xero account.
Where to send the file Select the option to send the file:
  • Invoice
  • Credit Note
  • Bank Transaction
  • Bank Transfer
  • Contact
  • Manual Journal
  • Purchase Order
Invoice ID Enter the Invoice ID to which you want to send file.
Credit Note ID Enter the Credit Note ID to which you want to send the file.
Bank Transaction ID Enter the Bank Transaction ID to which you want to send the file.
Bank Transfer ID Enter the Bank Transfer ID to which you want to send the file.
Contact ID Enter the Contact ID to which you want to send the file.
Manual Journal ID Enter the Manual Journal ID to which you want to send the file.
Purchase Order ID Enter the Purchase Order ID to which you want to send the file.
File name Enter the file name you are uploading. For example, sample.txt.
Data Enter the path of the file to upload.

Tax Rates

Search for Tax Rates

Finds a tax rate by name.

Connection Establish a connection to your Xero account. 
Search By Select the option to search the tax rates:
  • Field
  • User-defined Condition
Maximum number of returned accounts The maximum number of tax rates Integromat should return during one scenario execution cycle.

History of Changes

Get History of Changes

Retrieves the changes made to a given object.

Connection Establish a connection to your Xero account.
Object Select the object whose change history you want to retrieve:
  • Invoice
  • Credit Note
  • Bank Transaction
  • Bank Transfer
  • Contact
  • Manual Journal
  • Purchase Order
Object ID Enter the Object ID whose change history you want to retrieve.

Create a History Note

Adds a note to a record.

Connection Establish a connection to your Xero account.
Object Select the object whose note you want to create:
  • Invoice
  • Credit Note
  • Bank Transaction
  • Bank Transfer
  • Contact
  • Manual Journal
  • Purchase Order
Object ID Enter the Object ID.
Details Enter the note text.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection Establish a connection to your Xero account.
Organization Select the organization for which you are making the API call.
Base URL Select the endpoint URL to connect to your Xero account.
URL

Enter a path relative to https://api.xero.com/api.xro/. For example, /2/Accounts.

For the list of available endpoints, refer to the Xero API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

Headers Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String Enter the request query string.
Body Enter the body content for your API call.

Example - List Invoices

Following API call returns all invoices:

xero1.png

Matches of the search can be found in the module's Output under Bundle > Body > Invoices.
In our example, 1 invoice was returned:

xero2.PNG

 

Adding Scopes 

If you would like to be able to get access to certain documents such as the balance sheet you will need to add the necessary scopes listed here Xero scopes. 

To be able to do so you will need to create a new connection and tick on the Show advanced settings:

mceclip0.png

1. In the Scope section, click the Add item button.

2. Add the scopes that you require to work with.

3. Click the Continue button to connect to your Xero account.

mceclip1.png

 

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