Xero

20 min

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/.

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:

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 Build Xero Scenarios section below listed as Required Permissions. For more information regarding scopes, refer to the Xero API documentation.

Click Save.

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 herehere.

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

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

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