STEP 1
Connect Daftra 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.
Daftra and Xero Integration
Keep Daftra and Xero in sync by integrating their events and actions. When finance events happen in Daftra, update the Xero automatically - without any line of code in visual workflow builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Daftra and Xero
Detailed info you need to know about Daftra and Xero integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daftra to Xero
Set up your Daftra and Xero integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daftra 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 Daftra and Xero. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daftra and Xero work in WEXTL?
WEXTL exposes actions and triggers for Daftra 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.
Daftra triggersXero actions
Daftra modules
- Create a ClientCreates a client in the system.
- Create a Client AppointmentCreates a new appointment for a client in the system.
- Create a Client PaymentCreates a client payment in the system.
- Create a Journal AccountCreates a journal account in the financial system.
- Create an EstimateCreates an estimate using provided details.
- Create an Estimate AppointmentCreates an estimate appointment in the system.
- Create an InvoiceCreates an invoice in the system.
- Create an Invoice AppointmentCreates an invoice appointment.
- Create an Invoice PaymentCreates an invoice payment in the system.
- Create a NoteCreates a note in the specified service.
- Create a ProductCreates a new product.
- Create a Stock TransactionCreates a stock transaction in the system.
- Create a Time Tracking RecordCreates a time tracking record for a specified user or project.
- Create a Work OrderCreates a work order in the system.
- Create a Work Order AppointmentCreates a work order appointment in the system.
- Delete a ClientDeletes a client from the database.
- Delete a Client AppointmentDeletes a client appointment from the system.
- Delete a Client PaymentDeletes a client payment from the system.
- Delete a Journal AccountDeletes a journal account from the ledger.
- Delete an EstimateDeletes an estimate from the system.
- Delete an Estimate AppointmentDeletes an estimate appointment from the system.
- Delete an InvoiceDeletes an invoice from the system.
- Delete an Invoice AppointmentDeletes an invoice appointment from the service.
- Delete an Invoice PaymentDeletes an invoice payment from the system.
- Delete a NoteDeletes a note specified by the user.
- Delete a ProductDeletes an existing product.
- Delete a Stock TransactionDeletes a stock transaction from the specified account.
- Delete a Time Tracking RecordDeletes a time tracking record from the service.
- Delete a Work OrderDeletes a work order from the system.
- Delete a Work Order AppointmentDeletes a work order appointment from the system.
- Get a ClientRetrieves details of a specific client by ID.
- Get a Client AppointmentRetrieves the details of a client's appointment.
- Get a Client PaymentRetrieves details of a client payment.
- Get a Journal AccountRetrieves a journal account based on specified criteria.
- Get an EstimateRetrieves an estimate for a given service or project.
- Get an Estimate AppointmentRetrieves information about a specific appointment for an estimate.
- Get an InvoiceRetrieves a specific invoice by ID.
- Get an Invoice AppointmentRetrieves the details of a specific invoice appointment by ID.
- Get an Invoice PaymentRetrieves details of an invoice payment.
- Get a NoteRetrieves a specific note from the service.
- Get a ProductRetrieves a single product's details.
- Get a Staff MemberRetrieves the details of a specific staff member by their ID.
- Get a Stock TransactionRetrieves details of a specific stock transaction by its ID.
- Get a Time Tracking RecordRetrieves a time tracking record by the specified ID.
- Get a Work OrderRetrieves a specific work order by ID.
- Get a Work Order AppointmentRetrieves a work order appointment from the service.
- Get Client AppointmentsRetrieves a list of appointments for a specific client.
- Get Client PaymentsRetrieves client payments details from the service.
- Get ClientsRetrieves a list of clients from the service.
- Get Estimate AppointmentsRetrieves estimate appointments from the service.
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 Daftra 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 Daftra and Xero.
Connect your Daftra 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 Daftra's "Watch Client Appointments" fires, WEXTL can "Add History Note" in Xero. Daftra has 15 triggers (including Watch Client Appointments, Watch Client Payments, and Watch Clients); 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. Daftra-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 Daftra (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 Daftra + 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 Daftra and Xero integration.
- Daftra and Xero integration source code, module specs and credentials implementation.
- Our Daftra and Xero integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daftra 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.
- Daftra integration information
- Xero integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library