Supported Triggers, Searches, Filters, and Actions
Finds an existing contact by Name or Account Number
Triggers when a contact is created or updated.
Watch purchase orders
Triggers when a new order is added or an existing order is updated.
Triggers when a new employee is added or an existing employee is updated.
Watch bank transfers
Triggers when a new bank transfer is created.
Watch bank transactions
Triggers when a new transaction is added or an existing transaction is updated.
Watch credit notes
Triggers when a new credit note is added or an existing credit note is updated.
Triggers when a new receipt is added or an existing receipt is updated.
Triggered when you receive a new payment.
New Expense Claim
Triggered when you add a new draft expense claim receipt.
Triggered when you add a new contact.
New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
Triggered when you add a new bill. (Accounts Payable)
Upload a file
Uploads a file to an invoice, receipt, contact or another item.
Update a payment
Use this method to apply payments to approved AR and AP invoices or refund AR or AP credit notes.
Update an item
Updates an item by ID.
Update an invoice
Updates an invoice with a given ID.
Update an employee
Updates an employee by ID.
Send an invoice via email
The email will be sent to the primary email address of the contact on the invoice. The invoice must be of Type ACCREC and a valid Status for sending (SUMBITTED,AUTHORISED or PAID).
Search for an invoice
Searches for an invoice
Search for an account
Finds an account by ID, name, or code.
Search for a contact
Searches for a contact by name or email.
Get history of changes
Retrieves the changes made to a given object.
Get bank summary
Returns the balances and cash movements for each bank account.
Get bank statements report
Returns bank statements for a selected bank account.
Get a payment
Retrieves information about a payment with a specified ID.
Get an item
Searches for an item by item ID or item code.
Get an invoice URL
Retrieves Xero online invoice URL.
Get an account
Returns information about an acccount with a specified ID.
Get a contact
Retrieves contact information by ID.
Create an item
Creates a new item.
Create a history note
Adds a note to a record.
Delete a contact group
Deletes a contact group with a specified ID.
Remove a contact from a contact group
Removes a contact from a contact group.
Add a contact to a contact group
Adds a contact to a specified contact group.
Create a contact group
Creates a new contact group.
Archive a contact
Archives a contact with a given ID.
Update a contact
Updates a contact by ID.
Create a contact
Creates a new contact.
Get a purchase order
Returns information about a purchase order with a specified ID.
Create a purchase order
Creates a new purchase order.
Create an employee
Creates a new employee.
Create a bank transfer
Transfers a specified amount from one account to another.
Get a bank transaction
Returns information about a transaction with a specified ID.
Create a bank transaction
Creates a new bank transaction.
Get a credit note
Returns information about a credit note with a specified ID.
Create a credit note
Creates a new credit note.
Get an invoice
Returns information about an invoice with a given ID.
Create an invoice
Creates a new invoice.
Get a receipt
Returns information about a receipt with a given ID.
Create a receipt
Creates a new receipt.
Create Credit Note
Creates a new credit note for a contact
Create Purchase Order
Creates a new purchase order for a contact.
Applies a payment to an invoice.
Creates a new bill (Accounts Payable).
Creates a new contact or updates a contact if a contact already exists.
Create Sales Invoice Creates a new sales invoice (Accounts Receivable)
Creates a new sales invoice (Accounts Receivable)
Returns a list of accounts in your Xero Organization.
Aged Payables By Contact
Returns aged payable for all invoices within the specified time range.
Aged Receivables By Contact
Returns aged receivable for all invoices within the specified time range.
Returns a balance sheet for the current month to date.
Returns bank statement lines for each bank account in your Xero Organization.
Returns the balances and cash movements for each bank account.
Returns a list of any spend or receive transactions.
Returns a list of bank transfers.
Returns a list of branding themes defined for your Xero organization.
Returns a summary of your monthly budget.
Returns a list of contacts.
Returns a list of credit notes.
Returns a list of currencies for your organization.
Returns a list of employees used in Xero payrun functionality.
Returns a summary including monthly totals and some common business ratios.
Returns a list of expense claims and their status.
Returns a list of invoices or purchase bills.
Returns a list of items.
Returns a list of journal entries created or modified after the specified date.
Returns a list of journal entries. Xero will no longer support the functionality of this report, and its accuracy cannot be guaranteed. Please use the Journals (Append) report instead.
Returns a list of manual journal entries.
Returns information about your Xero organization.
Returns a list of payments for invoices and credit notes.
Profit and Loss
Returns a profit and loss report.
Returns a list of purchase orders.
Returns a list of draft expense claim receipts for any user.
Returns a list of repeating invoice templates.
Returns tax rates for your Xero organization.
Returns tracking categories and options for your Xero organization.
Returns a trial balance for the current month to date.
Returns a list of users for your Xero organization.
Frequently Asked Questions
What kind of credentials do I need to power up this connector?
You need the email address and password associated with your Xero account.
How do I know my login credentials are secure?
The login process uses the OAuth process, so your credentials are never seen or stored by Domo. This keeps your login secure. You can revoke Domo's access to your account at any time.
Do I need a specific type of account to use this connector?
You must have a Xero admin account to use this connector.
How often can the data be updated?
While data is updated regularly, you should try to limit your dataset to run once per day to avoid API throttling issues.
Are there any API limits that I need to be aware of?
Xero allows 5000 API calls in 24 hours.
When I click 'Add Account', why am I getting automatically validated without needing to enter credentials?
If you are already logged into Xero when you connect to Domo, you are authenticated automatically as you click Add Account. If you want to connect to an account that is different from the one you are logged into, you must first log out of Xero.