STEP 1
Connect Billtrust and Xero
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Billtrust and Xero Integration
Build finance workflows between Billtrust and Xero on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Billtrust and Xero
Detailed info you need to know about Billtrust and Xero integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Billtrust to Xero
Set up your Billtrust and Xero integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Billtrust and Xero nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Billtrust and Xero. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Billtrust and Xero work in WEXTL?
WEXTL exposes actions and triggers for Billtrust and Xero that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Billtrust triggersXero actions
Billtrust modules
- Create a CategoryCreates a new category in the specified service.
- Create a DepartmentCreates a new department in the system.
- Create a DisputeCreates a dispute for a transaction or charge in the system.
- Create a Dispute NoteCreates a dispute note in the system.
- Create an AssigneeCreates an assignee for a task or project.
- Create a ReasonCreates a new reason entry in the system.
- Create a ResolutionCreates a resolution based on the provided parameters.
- Delete a Buyer Account CardDeletes a buyer's account card from the system.
- Delete a CategoryDeletes a category from the service.
- Delete a DepartmentDeletes a department from the database.
- Delete a Department by CodeDeletes a department using its unique code identifier.
- Delete a DisputeDeletes a dispute from the system.
- Delete a Dispute NoteDeletes a specified dispute note in the system.
- Delete an AssigneeRemoves an assignee from a task or project.
- Delete an Assignee by EmailDeletes an assignee using their email address.
- Delete an AttachmentDeletes a specified attachment from the system.
- Delete a ReasonDeletes a specific reason from the system.
- Delete a ResolutionDeletes a resolution from the system.
- Delete a Resolution by CodeDeletes a resolution using a specific code as the identifier.
- Delete a Surcharging Buyer AccountDeletes a surcharging buyer account from the system.
- Generate a Presigned Upload URLGenerates a presigned URL for uploading a file to the server.
- Get a Category by CodeRetrieves a category using the specified code.
- Get a Company ScoreRetrieves the score for a specific company.
- Get a Credit ApplicationRetrieves a credit application using a specific ID.
- Get a DepartmentRetrieves a department by its code.
- Get a DisputeRetrieves information about a specific dispute by its ID.
- Get a Dispute Note by IDRetrieves a dispute note using the specified ID.
- Get an Assignee by EmailRetrieves an assignee using their email address.
- Get an AttachmentRetrieves an attachment by ID.
- Get a ReasonRetrieves a specific reason from the database or service.
- Get a ResolutionRetrieves a resolution using a specific code.
- Get a Signed Credit ApplicationRetrieves a signed credit application from the service.
- Get a Subcharging Buyer AccountRetrieves a subcharging buyer account.
- Get Business UnitsRetrieves business units from a service.
- Get Buyer Account CardRetrieves information about a buyer's account card.
- Get Dispute Audit LogRetrieves the dispute audit log from the system.
- Get Dispute by IDsRetrieves disputes using specific IDs.
- Get Notification SettingsRetrieves the notification settings for a user or service.
- List All Notes for Credit ApplicationRetrieves all notes associated with a credit application.
- List AssigneesRetrieves a list of assignees.
- List AttachmentsRetrieves all attachments from a specific service.
- List CategoriesRetrieves a list of categories from the service.
- List Credit ApplicationsRetrieves a list of credit applications.
- List DepartmentsRetrieves a list of departments.
- List DisputesRetrieves a list of disputes from the service.
- List Documents for Credit ApplicationFetches all documents related to a credit application.
- List NotesRetrieves all notes for a dispute.
- List ReasonsRetrieves a list of reasons.
- List Reasons by CategoryRetrieves reasons by category.
- List ResolutionsRetrieves a list of resolutions.
Xero modules
- Add History NoteAdds history Note.
- Allocate OverpaymentPerforms the overpayment operation.
- Allocate PrepaymentPerforms the prepayment operation.
- AU Payroll Calendars: CreatePerforms the payroll Calendars: Create operation.
- AU Payroll Calendars: GetPerforms the payroll Calendars: Get operation.
- AU Payroll Calendars: ListPerforms the payroll Calendars: List operation.
- AU Pay Runs: CreatePerforms the pay Runs: Create operation.
- AU Pay Runs: GetPerforms the pay Runs: Get operation.
- AU Pay Runs: ListPerforms the pay Runs: List operation.
- AU Payslip: GetPerforms the payslip: Get operation.
- Create AccountCreates account.
- Create Bank TransactionCreates bank Transaction.
- Create Bank TransferCreates bank Transfer.
- Create ContactCreates contact.
- Create InvoiceCreates invoice.
- Create ItemCreates item.
- Create Linked TransactionCreates linked Transaction.
- Create PaymentCreates payment.
- Create ProjectCreates project.
- Create Purchase OrderCreates purchase Order.
- Create QuoteCreates quote.
- Create Repeating InvoiceCreates repeating Invoice.
- Create StatementCreates statement.
- Create TaskCreates task.
- Delete AccountDeletes account.
- Delete ItemDeletes item.
- Delete Linked TransactionDeletes linked Transaction.
- Delete Overpayment AllocationDeletes overpayment Allocation.
- Delete PaymentDeletes payment.
- Delete Prepayment AllocationDeletes prepayment Allocation.
- Delete TaskDeletes task.
- Email InvoicePerforms the invoice operation.
- Get 1099 ReportGets 1099 Report.
- Get AccountGets account.
- Get Aged Payables By ContactGets aged Payables By Contact.
- Get Aged Receivables By ContactGets aged Receivables By Contact.
- Get Balance SheetGets balance Sheet.
- Get Bank SummaryGets bank Summary.
- Get Bank TransactionGets bank Transaction.
- Get Bank TransferGets bank Transfer.
- Get BudgetGets budget.
- Get Budget SummaryGets budget Summary.
- Get ContactGets contact.
- Get Executive SummaryGets executive Summary.
- Get HistoryGets history.
- Get InvoiceGets invoice.
- Get ItemGets item.
- Get JournalGets journal.
- Get Linked TransactionGets linked Transaction.
- Get Online Invoice URLGets online Invoice URL.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Billtrust and Xero integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Billtrust and Xero.
Connect your Billtrust and Xero accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Billtrust's "Watch Assignees" fires, WEXTL can "Add History Note" in Xero. Billtrust has 9 triggers (including Watch Assignees, Watch Attachments, and Watch Categories); Xero has 108 actions (including Add History Note, Allocate Overpayment, and Allocate Prepayment). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Billtrust-to-Xero automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Billtrust (or Xero) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Billtrust + Xero automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Billtrust and Xero integration.
- Billtrust and Xero integration source code, module specs and credentials implementation.
- Our Billtrust and Xero integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Billtrust and Xero — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Billtrust integration information
- Xero integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library