Xero Accounting

Accounting Software

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Xero Accounting API Integrations

Build and run workflows using the Xero Accounting API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.

Overview

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    xero_accounting_api: {
      type: "app",
      app: "xero_accounting_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.xero.com/connections`,
      headers: {
        Authorization: `Bearer ${this.xero_accounting_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Choose an API to Connect with Xero Accounting API

1
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24
of
2,000+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Salesforce (REST API)
Salesforce (REST API)
Web services API for interacting with Salesforce
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Snowflake
Snowflake
A data warehouse built for the cloud
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Example Use Cases

  • Automated Invoice Processing: Trigger a workflow when new invoices are created in Xero to send email notifications using SendGrid, thus keeping stakeholders informed in real-time about billing activities.

  • Expense Tracking and Approval Workflow: Integrate Xero with Slack using Pipedream to automatically post messages to a designated channel for new expense claims, allowing for quick review and approval by the finance team.

  • Synchronized Customer Management: When a new contact is added to Xero, use Pipedream to trigger a workflow that creates or updates that contact in a CRM like Salesforce, ensuring consistent client information across business platforms.

Getting Started

Using Webhooks

Xero supports webhooks for instant notifications of specific event changes.

To create and use a webhook with Pipedream:

  1. Create a Webhook Event Received (Instant) trigger in a workflow. You may leave the Webhook Key prop empty in this step.
  2. Copy the generated URL endpoint from the trigger.
  3. Go to your app in Xero Developer and go to Webhooks.
  4. Select the event types you want to be notified and paste the trigger URL in the Delivery URL field.
  5. Copy the Webhooks key and click on Save.
  6. Go to the Pipedream trigger and update the Webhook Key prop with the copied value.
  7. Go back to Xero and click on Send 'Intent to receive' to start the verification process.
  8. Wait for a few seconds until it shows Status OK.
  9. You should then be able to receive notifications for changes in this trigger.

For more information, please read Xero's Creating a Webhook Guide.

If you have issues with this integration, please join our public Slack and ask for help.

Create Purchase Bill with Xero Accounting API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Xero Accounting
 
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Create Credit Note with Xero Accounting API on New Domain Added from Raven Tools API
Raven Tools + Xero Accounting
 
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Chat with OpenAI (ChatGPT) API on New or updated invoice from Xero Accounting API
Xero Accounting + OpenAI (ChatGPT)
 
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Create Bill with Xero Accounting API on New Documents from Readwise API
Readwise + Xero Accounting
 
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Create Payment with Xero Accounting API on New Document Status Changed from Docsumo API
Docsumo + Xero Accounting
 
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New or updated contact from the Xero Accounting API

Emit new notifications when you create a new or update existing contact

 
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New or updated invoice from the Xero Accounting API

Emit new notifications when you create a new or update existing invoice

 
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Webhook Event Received (Instant) from the Xero Accounting API

Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow the instructions here.

 
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Add Items to Existing Sales Invoice with the Xero Accounting API

Adds line items to an existing sales invoice. See the docs here

 
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Bank Statements Report with the Xero Accounting API

Gets bank statements for the specified bank account.

 
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Create Bank Transaction with the Xero Accounting API
 
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Create Bill with the Xero Accounting API

Creates a new bill (Accounts Payable)See the docs here

 
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Create Credit Note with the Xero Accounting API

Creates a new credit note.

 
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Authentication

Xero Accounting uses OAuth authentication. When you connect your Xero Accounting account, Pipedream will open a popup window where you can sign into Xero Accounting and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Xero Accounting API.

Pipedream requests the following authorization scopes when you connect your account:

offline_accessopenidprofileemailaccounting.transactionsaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read
OAuth Request Configurations:
  1. authorization
    GEThttps://login.xero.com/identity/connect/authorize?client_id={{oauth.client_id}}&redirect_uri={{oauth.redirect_uri}}&state={{oauth.state}}&response_type=code&scope={{oauth.space_separated_scopes}}
  2. accessToken
    POSThttps://identity.xero.com/connect/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&redirect_uri={{oauth.redirect_uri}}&grant_type=authorization_code&code={{oauth.code}}
  3. refreshToken
    POSThttps://identity.xero.com/connect/tokencontent-type: application/x-www-form-urlencodedaccept: application/json
    client_id={{oauth.client_id}}&client_secret={{oauth.client_secret}}&grant_type=refresh_token&refresh_token={{oauth.refresh_token}}