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.
Start automating common business processes immediately with tons of prebuilt templates. You can use them as they are or customize them to suit your needs
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.
