Xero

xero is a cloud based accounting software that offers tools for managing invoicing, bank reconciliation, inventory, purchasing, expenses, bookkeeping, and payroll with the xero app in {{product name}} , you can manage 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 requirements to use the xero app in {{product name}} , you must have a paid xero account (this app does not support xero hq https //www xero com/xero hq/ ) for subscription information, refer to the xero pricing page connect xero and {{product name}} to get started, you must first create a connection between xero and {{product name}} , allowing the two services to communicate to create the connection log in to your {{product name}} account, add a xero module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an ​instant​ tag, click ​ create a webhook ​​, then ​ create a connection ​​ optional in the ​​ connection name​​ field, enter a name for the connection optional click show advanced settings and choose the scopes for the connection each module's scopes can be found in the xero /#xero modules listed as required permissions for more information regarding scopes, refer to the xero api documentation https //developer xero com/documentation/guides/oauth2/scopes 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 click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the xero app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps here https //help make com/connect an application#tn2pj if you use a demo environment, the connection resets every 28 days this invalidates the oauth tokens, so you’ll need to create a new token after each reset set up a xero webhook the xero app has one instant watch events module that uses a webhook to instantly trigger a {{scenario singular lowercase}} in make when an event occurs you don't have to set up this webhook, as it is attached automatically and requires no additional actions xero modules 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 https //developer xero com/documentation/api/efficient data retrieval#high volume threshold limits?utm source=sfmc\&utm medium=email\&utm campaign=\&utm content=\&sfmc key=1b57dc56e9844665483a8f8f5af4209d73c83c7f r0wgmzczmcbpievdtybqukqglsbbuekgvghyzxnob2xkigvuzm9yy2vtzw50 after connecting to the xero app, you can use the following types of modules to build your {{scenario plural lowercase}} events watch events required permissions offline access, accounting settings 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 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 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 templates you can look for xero templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} xero resources xero api documentation https //developer xero com/documentation/api/accounting/overview