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Xero

Integromat Updated July 15, 2020 02:59

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.

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.

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

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

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:

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

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:

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.

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