Xero Integration

Accounting for invoices, contacts, bank transactions, and financial reports. Keep Xero financial workflows accurate without repetitive manual updates. Start from Watch Bank Transactions and send the resulting data through AU Payroll Calendars: List or AU Pay Runs: List.

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Supported triggers and actions for Xero integration

Triggers can detect changes in Xero and run actions that can create, search or modify data inside Xero automatically [3] — exactly how you set them.

Watch Bank TransactionsTriggers when a bank transactions is created or updated.
Watch Bank TransfersTriggers when a bank transfers is created or updated.
Watch EmployeesTriggers when a employees is created or updated.
Watch InvoicesTriggers when a invoices is created or updated.
Watch JournalsTriggers when a journals is created or updated.
Watch OverpaymentsTriggers when a overpayments is created or updated.
Watch PaymentsTriggers when a payments is created or updated.
Watch PrepaymentsTriggers when a prepayments is created or updated.
Watch Purchase OrdersTriggers when a purchase orders is created or updated.
Watch QuotesTriggers when a quotes is created or updated.
AU Payroll Calendars: ListPerforms the payroll Calendars: List operation.
AU Pay Runs: ListPerforms the pay Runs: List 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.
Get OverpaymentGets overpayment.
Get PaymentGets payment.
Get PrepaymentGets prepayment.
Get Profit And LossGets profit And Loss.
Get ProjectGets project.
Get Purchase OrderGets purchase Order.
Get QuoteGets quote.
Get Repeating InvoiceGets repeating Invoice.
Get Report By IDGets report By ID.
Get StatementGets statement.
Get TaskGets task.
Get Trial BalanceGets trial Balance.
Get UserGets user.
List AccountsRetrieves a list of accounts.
List AttachmentsRetrieves a list of attachments.
List Bank TransactionsRetrieves a list of bank Transactions.
List Bank TransfersRetrieves a list of bank Transfers.
List BudgetsRetrieves a list of budgets.
List ContactsRetrieves a list of contacts.
List InvoicesRetrieves a list of invoices.
List ItemsRetrieves a list of items.
List JournalsRetrieves a list of journals.
List Linked TransactionsRetrieves a list of linked Transactions.
List OverpaymentsRetrieves a list of overpayments.
List PaymentsRetrieves a list of payments.
List PrepaymentsRetrieves a list of prepayments.
List ProjectsRetrieves a list of projects.
List Published Reports (BAS/GST)Retrieves a list of published Reports (BAS/GST).
List Purchase OrdersRetrieves a list of purchase Orders.
List QuotesRetrieves a list of quotes.
List Repeating InvoicesRetrieves a list of repeating Invoices.
List StatementsRetrieves a list of statements.
List TasksRetrieves a list of tasks.
List UsersRetrieves a list of users.
Payroll: List Earnings RatesPerforms the list Earnings Rates operation.
Payroll: List EmployeesPerforms the list Employees operation.
Payroll: List Pay Run CalendarsPerforms the list Pay Run Calendars operation.
Payroll: List Pay RunsPerforms the list Pay Runs operation.
Payroll: List Pay Slips By Pay RunPerforms the list Pay Slips By Pay Run operation.
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 Pay Runs: CreatePerforms the pay Runs: Create operation.
AU Pay Runs: GetPerforms the pay Runs: Get 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.
Make an API CallMake an arbitary call.
Payroll: Add EmploymentPerforms the add Employment operation.
Payroll: Add Payment MethodPerforms the add Payment Method operation.
Payroll: Create Earnings RatePerforms the create Earnings Rate operation.
Payroll: Create EmployeePerforms the create Employee operation.
Payroll: Create Pay RunPerforms the create Pay Run operation.
Payroll: Create Pay Run CalendarPerforms the create Pay Run Calendar operation.
Payroll: Get Earnings RatePerforms the get Earnings Rate operation.
Payroll: Get EmployeePerforms the get Employee operation.
Payroll: Get Payment MethodPerforms the get Payment Method operation.
Payroll: Get Pay RunPerforms the get Pay Run operation.
Payroll: Get Pay Run CalendarPerforms the get Pay Run Calendar operation.
Payroll: Get Pay SlipPerforms the get Pay Slip operation.
Payroll: Update EmployeePerforms the update Employee operation.
Payroll: Update Pay SlipPerforms the update Pay Slip operation.
Update AccountUpdates account.
Update ProjectUpdates project.
Update Project StatusUpdates project Status.
Update TaskUpdates task.

How to integrate Xero in automation workflow?

3 simple steps to make your Xero connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Xero in workflow

Pick Xero app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Xero

When prompted, authorize access to Xero in WEXTL once. Xero credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Xero account. Approve?

STEP 3

Build a workflow

Build your workflow with Xero yourself or with WEXTL® AI Builder. Connect Xero to any available integrations [5], or use HTTP node to go beyond them.

Xero

How Xero connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Xero app is called in workflows. That allows your finance automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Xero supports.

Full Xero API documentation

The following table illustrates what fields Xero integration require during authorization flow inside our workflow builder [4].

Demonstration of Xero connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Client IDRequired	text	Create an OAuth2 app in the Xero developer portal with the 'Auth Code' grant type. Your app is assigned a unique Client ID - copy it here.
Client SecretRequired	password	In your app on the Xero developer portal, generate a Client Secret and paste it here. Keep it private and do not share it.

Connect Xero to popular apps on WEXTL

Enter a name of the other app you want to sync with Xero below. Click on selected app to explore integration options with Xero. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Xero integration

Select Watch Bank Transactions trigger from Xero - this will be a starting point in your automation. Whenever event happens in Xero, workflow will start [7] from Watch Bank Transactions node.

Search for Create Bank Transfer, connect it as the next step of integration sequence. You can use filters between Watch Bank Transactions and Create Bank Transfer, so only important data pass from Watch Bank Transactions to the next step. WEXTL gives you full control over the process of Xero automation. All parts of workflow are visible on the canvas [4].

Xero on WEXTL has 118 modules for building finance automations. Explore Xero documentation for more.

Xero

Watch Bank Transactions

Candis

Performs action

Candis

Triggers

Xero

Create Bank Transfer

Demonstration of how visual Xero automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Xero in your workflows.

Xero has 10 triggers, including "Watch Bank Transactions", "Watch Bank Transfers", and "Watch Employees", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 108 actions, including "AU Payroll Calendars: List", "AU Pay Runs: List", and "Get 1099 Report", and more. Refer to our Xero Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Xero integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Xero official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Xero provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Xero or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Xero inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Xero modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Xero integration.

Xero integration source code, module specs and credentials implementation.
Internal Xero integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Xero vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Xero App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Xero Integration

Supported triggers and actions for Xero integration