--- title: Xero slug: xero image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_xero.png docTags: createdAt: 2025-02-03T13:28:22.759Z --- ::::VerticalSplit{layout="left"} :::VerticalSplitItem ::Image[]{src="https://api.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/poWpWebvi0Ke-ozcWbJLx-20260114-101242.png" size="60" width="800" height="800" position="center" showCaption="false"} ::: :::VerticalSplitItem With Xero modules in Make, you can manage the 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. :::hint{type="info"} 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: ::::WorkflowBlock :::WorkflowBlockItem Log in to your Make account, add a Xero module to your scenario, and click **Create a connection**. ::: :::WorkflowBlockItem Note: If you add a module with an `instant` tag, click **Create a webhook**, then **Create a connection**. ::: :::WorkflowBlockItem Optional: In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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](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). ::: :::WorkflowBlockItem Click **Save**. ::: :::WorkflowBlockItem If prompted, authenticate your account and confirm access. ::: :::: You have successfully established the connection. You can now edit your scenario and add more Xero modules. If your connection requires reauthorization at any point, follow the connection renewal steps [here](docId\:SO88FM6pkT0G-adKDDfzZ). :::hint{type="info"} 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 scenario and use an existing connection, you may be prompted to update the connection permissions. Click **Continue** > **Allow access** to extend the permissions. ::: ## Build Xero Scenarios :::hint{type="info"} 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 :::hint{type="info"} 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