Xero

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/ https //www xero com/signup/ refer to the xero api documentation https //developer xero com/documentation/api/accounting/overview for the list of available endpoints this app is for use with a xero https //www xero com/ account and does not support xero hq https //www xero com/xero hq/ connect xero to make to establish the connection log in to your make account, add a xero module to your {{scenario singular lowercase}} , and click create a connection note 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 docid\ yksr 143bvne8w0kj9jii below listed as required permissions for more information regarding scopes, refer to the xero api documentation https //developer xero com/documentation/guides/oauth2/scopes click save 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 docid\ so88fm6pkt0g adkddfzz 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 {{scenario plural}} 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 the app, you can perform the following events watch events required permissions offline access, accounting settings note this module uses webhooks https //www make com/en/help/tools/webhooks html 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