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              (No items selected)



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.

Accounts

Templates related to Accounts

  • Retrieve the full chart of accounts

  • Create a new chart of accounts

  • Retrieve a single chart of accounts

  • Update a chart of accounts

  • Delete a chart of accounts

Batch Payments

Templates related to Batch Payments

  • Retrieve either one or many BatchPayments for invoices

  • Create one or many BatchPayments for invoices

Bank Transactions

Templates related to Bank Transactions

  • Retrieve any spend or receive money transactions

  • Create one or more spend or receive money transaction

  • Update or create one or more spend or receive money transaction

  • Retrieve a single spend or receive money transaction

  • Update a single spend or receive money transaction

Bank Transfers

Templates related to Bank Transfers

  • Retrieve all bank transfers

  • Create a bank transfers

  • Retrieve any bank transfers

Branding Themes

Templates related to Branding Themes

  • Retrieve all the BrandingThemes

  • Retrieve a specific BrandingThemes

Contacts

Templates related to Contacts

  • Retrieve all contacts in a Xero organisation

  • Create a multiple contacts (bulk) in a Xero organisation

  • Update OR create one or more contacts in a Xero organisation

  • Retrieve a single contact by Contact Number in a Xero organisation

  • Retrieve a single contacts in a Xero organisation

  • update Contact

  • Retrieve CISSettings for a contact in a Xero organisation

Contact Groups

Templates related to Contact Groups

  • Retrieve the ContactID and Name of all the contacts in a contact group

  • Create a contact group

  • Retrieve a unique Contact Group by ID

Credit Notes

Templates related to Credit Notes

  • Retrieve any credit notes

  • Create a credit note

  • Update OR create one or more credit notes

  • Retrieve a specific credit note

  • Update a specific credit note

  • Retrieve Credit Note as PDF files

  • Create Allocation on CreditNote

Currencies

Templates related to Currencies

  • Retrieve currencies for your organisation

  • create Currency

Employees

Templates related to Employees

  • Retrieve employees used in Xero payrun

  • Create new employees used in Xero payrun

  • Create a single new employees used in Xero payrun

  • Retrieve a specific employee used in Xero payrun

Expense Claims

Templates related to Expense Claims

  • Retrieve expense claims

  • Retrieve expense claims

  • Retrieve a specified expense claim

  • Update specified expense claims

Invoices

Templates related to Invoices

  • Retrieve any sales invoices or purchase bills

  • Create one or more sales invoices or purchase bills

  • Update OR create one or more sales invoices or purchase bills

  • Retrieve a specified sales invoice or purchase bill

  • Update a specified sales invoices or purchase bills

  • Retrieve invoices or purchase bills as PDF files

  • Retrieve a URL to an online invoice

  • Email a copy of invoice to related Contact

Items

Templates related to Items

  • Retrieve any items

  • Create one or more items

  • Update or create one or more items

  • Retrieve a specified item

  • Update a specified item

  • Delete a specified item

Journals

Templates related to Journals

  • Retrieve any journals.

  • Retrieve a specified journals.

Linked Transactions

Templates related to Linked Transactions

  • Retrieve linked transactions (billable expenses)

  • Create linked transactions (billable expenses)

  • Retrieve a specified linked transactions (billable expenses)

  • Update a specified linked transactions (billable expenses)

  • Delete a specified linked transactions (billable expenses)

Manual Journals

Templates related to Manual Journals

  • Retrieve any manual journals

  • Create one or more manual journals

  • Create a single manual journal

  • Retrieve a specified manual journals

  • Update a specified manual journal

Organisation

Templates related to Organisation

  • Retrieve Organisation details

  • Retrieve a list of the key actions your app has permission to perform in the connected organisation.

  • Verify if an organisation is using contruction industry scheme, you can retrieve the CIS settings for the organistaion.

Overpayments

Templates related to Overpayments

  • Retrieve overpayments

  • Retrieve a specified overpayments

  • Create a single allocation for an overpayment

Payments

Templates related to Payments

  • Retrieve payments for invoices and credit notes

  • Create multiple payments for invoices or credit notes

  • Create a single payment for invoices or credit notes

  • Retrieve a specified payment for invoices and credit notes

  • Update a specified payment for invoices and credit notes

Payment Services

Templates related to Payment Services

  • Retrieve payment services

  • Create payment services

Prepayments

Templates related to Prepayments

  • Retrieve prepayments

  • Retrieve a specified prepayments

  • Create an Allocation for prepayments

Purchase Orders

Templates related to Purchase Orders

  • Retrieve purchase orders

  • Create one or more purchase orders

  • Update or create one or more purchase orders

  • Retrieve a specified purchase orders

  • Retrieve a specified purchase orders

  • Update a specified purchase order

  • Retrieve purchase orders as PDF files

Quotes

Templates related to Quotes

  • Retrieve any sales quotes

  • Create one or more quotes

  • Update OR create one or more quotes

  • Retrieve a specified quote

  • Update a specified quote

  • Retrieve quotes as PDF files

Receipts

Templates related to Receipts

  • Retrieve draft expense claim receipts for any user

  • Create draft expense claim receipts for any user

  • Retrieve a specified draft expense claim receipts

  • Retrieve a specified draft expense claim receipts

Repeating Invoices

Templates related to Repeating Invoices

  • Retrieve any repeating invoices

  • Retrieve a specified repeating invoice

Reports

Templates related to Reports

  • Retrieve report for BAS only valid for AU orgs

  • Retrieve report for TenNinetyNine

  • Retrieve report for AgedPayablesByContact

  • Retrieve report for AgedReceivablesByContact

  • Retrieve report for BalanceSheet

  • Retrieve report for BankSummary

  • Retrieve report for BAS only valid for AU orgs

  • Retrieve report for Budget Summary

  • Retrieve report for ExecutiveSummary

  • Retrieve report for ProfitAndLoss

  • Retrieve report for TrialBalance

Tax Rates

Templates related to Tax Rates

  • Retrieve Tax Rates

  • Create one or more Tax Rates

  • Update Tax Rates

Tracking Categories

Templates related to Tracking Categories

  • Retrieve tracking categories and options

  • Create tracking categories

  • Retrieve tracking categories and options for specified category

  • Update tracking categories

  • Delete tracking categories

  • Create options for a specified tracking category

  • Delete a specified option for a specified tracking category

  • Update options for a specified tracking category

Users

Templates related to Users

  • Retrieve users

  • Retrieve a specified user

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.