Accounting

Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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Supported
Triggers, Searches, Filters, and Actions

Search

Find Contact

Finds an existing contact by Name or Account Number

Trigger

Watch contacts

Triggers when a contact is created or updated.

Trigger

Watch purchase orders

Triggers when a new order is added or an existing order is updated.

Trigger

Watch employees

Triggers when a new employee is added or an existing employee is updated.

Trigger

Watch bank transfers

Triggers when a new bank transfer is created.

Trigger

Watch bank transactions

Triggers when a new transaction is added or an existing transaction is updated.

Trigger

Watch credit notes

Triggers when a new credit note is added or an existing credit note is updated.

Action

Watch receipts

Triggers when a new receipt is added or an existing receipt is updated.

Action

New Payment

Triggered when you receive a new payment.

Trigger

New Expense Claim

Triggered when you add a new draft expense claim receipt.

Trigger

New Contact

Triggered when you add a new contact.

Trigger

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

Trigger

New Bill

Triggered when you add a new bill. (Accounts Payable)

Action

Upload a file

Uploads a file to an invoice, receipt, contact or another item.

Action

Update a payment

Use this method to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Action

Update an item

Updates an item by ID.

Action

Update an invoice

Updates an invoice with a given ID.

Action

Update an employee

Updates an employee by ID.

Action

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).

Action

Search for an invoice

Searches for an invoice

Action

Search for an account

Finds an account by ID, name, or code.

Action

Search for a contact

Searches for a contact by name or email.

Action

Get history of changes

Retrieves the changes made to a given object.

Action

Get bank summary

Returns the balances and cash movements for each bank account.

Action

Get bank statements report

Returns bank statements for a selected bank account.

Action

Get a payment

Retrieves information about a payment with a specified ID.

Action

Get an item

Searches for an item by item ID or item code.

Action

Get an invoice URL

Retrieves Xero online invoice URL.

Action

Get an account

Returns information about an acccount with a specified ID.

Delete

Get a contact

Retrieves contact information by ID.

Action

Create an item

Creates a new item.

Action

Create a history note

Adds a note to a record.

Action

Delete a contact group

Deletes a contact group with a specified ID.

Action

Remove a contact from a contact group

Removes a contact from a contact group.

Action

Add a contact to a contact group

Adds a contact to a specified contact group.

Action

Create a contact group

Creates a new contact group.

Action

Archive a contact

Archives a contact with a given ID.

Action

Update a contact

Updates a contact by ID.

Action

Create a contact

Creates a new contact.

Action

Get a purchase order

Returns information about a purchase order with a specified ID.

Action

Create a purchase order

Creates a new purchase order.

Action

Create an employee

Creates a new employee.

Action

Create a bank transfer

Transfers a specified amount from one account to another.

Action

Get a bank transaction

Returns information about a transaction with a specified ID.

Action

Create a bank transaction

Creates a new bank transaction.

Action

Get a credit note

Returns information about a credit note with a specified ID.

Action

Create a credit note

Creates a new credit note.

Action

Get an invoice

Returns information about an invoice with a given ID.

Action

Create an invoice

Creates a new invoice.

Action

Get a receipt

Returns information about a receipt with a given ID.

Action

Create a receipt

Creates a new receipt.

Action

Create Credit Note

Creates a new credit note for a contact

Action

Create Purchase Order

Creates a new purchase order for a contact.

Action

Create Payment

Applies a payment to an invoice.

Action

Create Bill

Creates a new bill (Accounts Payable).

Action

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

Action

Create Sales Invoice Creates a new sales invoice (Accounts Receivable)

Creates a new sales invoice (Accounts Receivable)

Available Datasets

Accounts

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.

Balance Sheet

Returns a balance sheet for the current month to date.

Bank Statement

Returns bank statement lines for each bank account in your Xero Organization.

Bank Summary

Returns the balances and cash movements for each bank account.

Bank Transactions

Returns a list of any spend or receive transactions.

Bank Transfers

Returns a list of bank transfers.

Branding Themes

Returns a list of branding themes defined for your Xero organization.

Budget Summary

Returns a summary of your monthly budget.

Contacts

Returns a list of contacts.

Credit Notes

Returns a list of credit notes.

Currencies

Returns a list of currencies for your organization.

Employees

Returns a list of employees used in Xero payrun functionality.

Executive Summary

Returns a summary including monthly totals and some common business ratios.

Expense Claims

Returns a list of expense claims and their status.

Invoices

Returns a list of invoices or purchase bills.

Items

Returns a list of items.

Journals (Append)

Returns a list of journal entries created or modified after the specified date.

Journals (deprecated)

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.

Manual Journals

Returns a list of manual journal entries.

Organizations

Returns information about your Xero organization.

Payments

Returns a list of payments for invoices and credit notes.

Profit and Loss

Returns a profit and loss report.

Purchase Orders

Returns a list of purchase orders.

Receipts

Returns a list of draft expense claim receipts for any user.

Repeating Invoices

Returns a list of repeating invoice templates.

Tax Rates

Returns tax rates for your Xero organization.

Tracking Categories

Returns tracking categories and options for your Xero organization.

Trial Balance

Returns a trial balance for the current month to date.

Users

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.

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