Commerce

Xero

30min

With Xero modules in Make, you can watch, create, update, retrieve, 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.

To use the Xero modules, you must have a Xero account. If you do not have an account, you can create one at xero.com/signup/.

Refer to the Xero API documentation for the list of available endpoints.

This app is for use with a Xero account and does not support Xero HQ.

Connect Xero to Make

To establish the connection:

  1. Log in to your Make account, add a Xero module to your , and click Create a connection.
    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.
  2. Optional: In the Connection name field, enter a name for the connection.
  3. Optional: Click Show advanced settings and choose the Scopes for the connection. Each module's scopes can be found in the Build Xero Scenarios section below listed as Required Permissions. For more information regarding scopes, refer to the Xero API documentation.
  4. Click Save.
  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your Make and add more Xero modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

If you receive an error regarding permissions when creating the connection, you must manually add Scopes for the module. Refer to the below for each module's required permissions.

If you add a new Xero module to a Make and use an existing connection, you may be prompted to update the connection permissions. Click Continue > Allow access to extend the permissions.

Build Xero 

Starting September 1, 2024, Xero is enforcing volume threshold limits to all GET endpoints/modules. All organizations using the Search Contacts, Search Invoices, Search Manual Journals, and Search Payments modules with high volumes of data may notice slower performance, or the scenarios may stop working entirely. For detailed information on each endpoint, please review the Xero developer documentation on efficient data retrieval for large organizations.

After connecting the app, you can perform the following:

Events

  • Watch Events
    Required Permissions: offline_access, accounting.settings

Note: This module uses webhooks to trigger a scenario when an event occurs instantly. The webhook is attached automatically and requires no additional set up.

Invoices

  • Watch Invoices
    Required Permissions: accounting.transactions, accounting.settings
  • Create an Invoice
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings
  • Update an Invoice
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings
  • Get a Sales Invoice PDF
    Required Permissions: accounting.transactions, accounting.settings
  • Get an Invoice
    Required Permissions: accounting.transactions, accounting.settings
  • Get an Invoice URL
    Required Permissions: accounting.transactions, accounting.settings
  • Search for Invoices
    Required Permissions: accounting.transactions, accounting.settings
  • Send an Invoice via Email
    Required Permissions: accounting.transactions, accounting.settings
  • Download an Invoice
    Required Permissions: accounting.transactions, accounting.settings

Bank Transactions

  • Watch Bank Transactions
    Required Permissions: accounting.transactions, accounting.settings
  • Create a Bank Transaction
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings
  • Get a Bank Transaction
    Required Permissions: accounting.transactions, accounting.settings

Bank Transfers

  • Watch Bank Transfers
    Required Permissions: accounting.transactions, accounting.settings
  • Create a Bank Transfer
    Required Permissions: accounting.transactions, accounting.settings

Contacts

  • Watch Contacts
    Required Permissions: accounting.contacts, accounting.settings
  • Create a Contact
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings
  • Update a Contact
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings
  • Get a Contact
    Required Permissions: accounting.contacts, accounting.settings
  • Search for Contacts
    Required Permissions: accounting.contacts, accounting.settings
  • Archive a Contact
    Required Permissions: accounting.contacts, accounting.settings

Credit Notes

  • Watch Credit Notes
    Required Permissions: accounting.transactions, accounting.settings
  • Create a Credit Note
    Required Permissions: accounting.transactions, accounting.settings
  • Get a Credit Note
    Required Permissions: accounting.transactions, accounting.settings

Manual Journals

  • Watch Manual Journals
    Required Permissions: accounting.transactions
  • Create a Manual Journal
    Required Permissions: accounting.transactions, accounting.settings
  • Get a Manual Journal
    Required Permissions: accounting.transactions, accounting.settings
  • Search for Manual Journals
    Required Permissions: accounting.transactions, accounting.settings

Quotes

  • Watch Quotes
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings
  • Create a Quote
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

Items

  • Watch Items
    Required Permissions: accounting.settings
  • Create an Item
    Required Permissions: accounting.settings
  • Update an Item
    Required Permissions: accounting.settings
  • Get an Item
    Required Permissions: accounting.settings
  • Search for Items
    Required Permissions: accounting.settings

Payments

  • Watch Payments
    Required Permissions: accounting.transactions, accounting.settings
  • Create a Batch Payment
    Required Permissions: accounting.transactions, accounting.settings
  • Create a Payment
    Required Permissions: accounting.transactions, accounting.settings
  • Get a Payment
    Required Permissions: accounting.transactions, accounting.settings
  • Search Payments
    Required Permissions: accounting.transactions, accounting.settings

Purchase Orders

  • Watch Purchase Orders
    Required Permissions: accounting.transactions, accounting.settings
  • Create a Purchase Order
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings
  • Update a Purchase Order
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings
  • Get a Purchase Order
    Required Permissions: accounting.transactions, accounting.settings
  • Delete a Purchase Order

Contact Groups

  • Create a Contact Group
    Required Permissions: accounting.contacts, accounting.settings
  • Add a Contact to a Contact Group
    Required Permissions: accounting.contacts, accounting.settings
  • Get a Contact Group
    Required Permissions: accounting.contacts, accounting.settings
  • Search for Contact Groups
    Required Permissions: accounting.settings, accounting.contacts
  • Delete a Contact Group
    Required Permissions: accounting.contacts, accounting.settings
  • Remove a Contact from a Contact Group
    Required Permissions: accounting.contacts, accounting.settings

Employees

  • Watch Employee Leaves
    Required Permissions: payroll.employees.read, payroll.settings.read
  • Create an Employee
    Required Permissions: accounting.settings
  • Update an Employee
    Required Permissions: accounting.settings

Reports

  • Get a Bank Summary
    Required Permissions: accounting.reports.read, accounting.settings
  • Get a Bank Statements Report
    Required Permissions: accounting.reports.read, accounting.settings

Accounts

  • Create an Account
  • Update an Account
  • Get an Account
    Required Permissions: accounting.settings
  • Search for Accounts
    Required Permissions: accounting.settings

Tax Rates

  • Search for Tax Rates
    Required Permissions: accounting.settings

History of Changes

  • Create a History Note
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings
  • Get History of Changes
    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

Attachments

  • List Attachments
    Required Permissions: accounting.attachments, accounting.settings, accounting.settings.read
  • Download an Attachment
    Required Permissions: accounting.attachments

Files

  • Create a Folder
    Required Permissions: files, files.read
  • Upload a File (Files API)
    Required Permissions: accounting.attachments, accounting.settings
  • Update a Folder
    Required Permissions: files, files.read
  • Update a File
    Required Permissions: files, files.read
  • Get a Folder
    Required Permissions: files.read
  • Get a File
    Required Permissions: files, files.read
  • List Folders
    Required Permissions: files.read
  • List Files
    Required Permissions: files, files.read
  • Delete a Folder
    Required Permissions: files, files.read
  • Delete a File
    Required Permissions: files, files.read
  • Upload a File
    Required Permissions: accounting.attachments, accounting.settings

Asset Types

  • Create an Asset Type
    Required Permissions: assets
  • Update an Asset Type
    Required Permissions: assets, assets.read
  • Get an Asset Type
    Required Permissions: assets.read
  • Search Assets
    Required Permissions: assets.read

Assets

  • Create an Asset
    Required Permissions: assets, assets.read
  • Updated an Asset
    Required Permissions: assets, assets.read
  • Get an Asset
    Required Permissions: assets.read
  • Search Assets
    Required Permissions: assets.read

Timesheets

  • Create a Timesheet
    Required Permissions: payroll.timesheets
  • Get a Timesheet
    Required Permissions: payroll.timesheets.read
  • Search Timesheets
    Required Permissions: payroll.timesheets.read
  • Delete a Timesheet
    Required Permissions: payroll.timesheets

Tracking Categories

  • Create a Tracking Category
    Required Permissions: payroll.settings
  • Update a Tracking Category
    Required Permissions: payroll.settings
  • Get a Tracking Category
    Required Permissions: payroll.settings.read
  • Search Tracking Categories
    Required Permissions: payroll.settings.read
  • Delete a Tracking Category
    Required Permissions: payroll.settings.read

Tenants

  • List Tenants

Settings

  • Get a Setting Object
    Required Permissions: assets.read

Other

  • Make an API Call



Updated 25 Mar 2025
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