Xero

The Xero API provides programmatic access to Xero’s cloud-based accounting platform, allowing applications to read and modify financial and organizational data. It supports a broad range of accounting functions, including invoices, bills, payments, bank transactions, contacts, tracking categories, and financial reports. Developers can use the API to automate bookkeeping tasks, synchronize data between systems, and integrate Xero with e-commerce platforms, payroll tools, CRM systems, or internal business applications.

The API follows REST principles and uses JSON for most operations, with OAuth 2.0 managing user authentication and consent. It includes endpoints for creating and updating financial documents, retrieving account balances, managing tax information, and uploading files such as receipts or attachments. Xero also provides webhooks for real-time notifications when key financial items—like invoices or contacts—change. The combination of structured data access, strong authentication, and extensive documentation makes the API suitable for building integrations that require accurate, up-to-date accounting information.

Documentation URL: https://developer.xero.com/documentation/api/accounting/overview

Installable Elements


Base Elements

These elements are required for the templates below to work

  • Remote Site Settings for Xero API calls

  • Xero Authentication Provider used to authenticate in Xero API. Used by Named Credential below.

  • Xero Named Credentials. Uses the Authentication Provider above.

  • API Call to obtain tenant ids, necessary for other calls to the API.

Contacts

API calls for contact management

  • API Call to get a list of Xero contacts

In order to install this in your org, you need to access the library from the Declarative Webhooks app in your Salesforce org, Declarative Webhooks Library tab.