Xero Integration

Are you looking for a Xero integration solution to synchronise Xero data with your CRM system, eCommerce solution and payment provider?

Codeless Platforms' Xero Integration Connector can integrate Xero with CRM, eCommerce and payment providers to eradicate repetitive bi-directional data entry, improve the visibility of critical data and ultimately enhance accounting procedures.

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Xero Integration Scenarios and Benefits

Common Xero data integration and synchronisation scenarios that our customers implement using the BPA Platform include:

  • Integration with web stores, eCommerce solutions and payment providers
  • Integration with CRM systems and automating workflows
  • Automated reporting and credit referencing

Common commercial benefits achieved through synchronising Xero data with CRM systems and other business applications include:

  • Improve the flow and visibility of data and improve business performance
  • Improve customer relationship management
  • Reduce exposure to bad credit and risk
  • Eradication of repetitive data entry and associated human errors
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Xero Integration starts from

Connector Pricing

Xero

One time purchase

£500

BPA Server

Standard Product Base Server

Starts from:

£2,000

Xero API Documentation

View the Xero API Objects and Functions exposed by our Connector

Attachments

Allows you to upload an attachment against an existing document retrieve a list of attachments against a single existing document and download the content of a specific attachments.

Get

  • Get AttachmentContent
  • Get Attachments

Post

  • Post Attachments

Put

  • Put Attachments

Accounts

Allows you to create individual accounts in a Xero organisation retrieve the full chart of accounts attach files to an account archive an account update details on an account (except bank accounts) and delete an account.

Delete

  • Delete accounts

Get

  • Get AccountID
  • Get Class
  • Get HasAttachments
  • Get ReportingCode
  • Get ReportingCodeName
  • Get SystemAccount
  • Get UpdatedDateUTC

Post

  • Post Account
  • Post BankAccountNumber
  • Post BankAccountType
  • Post Code
  • Post CurrencyCode
  • Post Description
  • Post EnablePaymentsToAccount
  • Post Name
  • Post ShowInExpenseClaims
  • Post Status
  • Post TaxType
  • Post Type

Put

  • Put Account
  • Put BankAccountNumber
  • Put BankAccountType
  • Put Code
  • Put CurrencyCode
  • Put Description
  • Put EnablePaymentsToAccount
  • Put Name
  • Put ShowInExpenseClaims
  • Put Status
  • Put TaxType
  • Put Type

Bank Statements

There are no immediate plans from Xero to allow the reconciliation of bank statement lines via the Xero API.

N/A

  • N/A

Bank Transactions

Allows you to retrieve any spend or receive money transactions create or update spend or receive money transactions create a receive or spend overpayment create a receive or spend prepayment and attach files to spend or receive money transactions.

Get

  • Get BankTransactionID
  • Get HasAttachments
  • Get OverpaymentID
  • Get PrepaymentID
  • Get UpdatedDateUTC

Post

  • Post BankAccount
  • Post Contact
  • Post CurrencyCode
  • Post CurrencyRate
  • Post Date
  • Post IsReconciled
  • Post LineAmountTypes
  • Post Lineitems
  • Post Reference
  • Post Status
  • Post SubTotal
  • Post Total
  • Post TotalTax
  • Post Type
  • Post Url

Put

  • Put BankAccount
  • Put Contact
  • Put CurrencyCode
  • Put CurrencyRate
  • Put Date
  • Put IsReconciled
  • Put LineAmountTypes
  • Put Lineitems
  • Put Reference
  • Put Status
  • Put SubTotal
  • Put Total
  • Put TotalTax
  • Put Type
  • Put Url

Bank Transfers

Allows you to retrieve any bank transfers create bank transfers (Beta) and attach files to bank transfers.

Get

  • Get Amount
  • Get BankTransferID
  • Get CreatedDateUTC
  • Get CurrencyRate
  • Get Date
  • Get FromBankAccount
  • Get FromBankTransactionID
  • Get HasAttachments
  • Get ToBankAccount
  • Get ToBankTransactionID

Put

  • Put Amount
  • Put Date
  • Put FromBankAccount
  • Put ToBankAccount

Branding Themes

Returns a list of branding themes defined for a Xero organisation.

Get

  • Get BrandingThemeID
  • Get CreatedDateUTC
  • Get Name
  • Get SortOrder

Contacts

Allows you to retrieve add and update contacts in a Xero organisation and attach files to a contact.

Get

  • Get AccountNumber
  • Get AccountsReceivableTaxType
  • Get Addresses
  • Get Balances
  • Get BankAccountDetails
  • Get BatchPayments
  • Get BrandingTheme
  • Get ContactGroups
  • Get ContactID
  • Get ContactNumber
  • Get ContactPersons
  • Get ContactStatus
  • Get DefaultCurrency
  • Get Discount
  • Get EmailAddress
  • Get FirstName
  • Get HasAttachments
  • Get IsCustomer
  • Get IsSupplier
  • Get LastName
  • Get Name
  • Get PaymentTerms
  • Get Phones
  • Get PurchasesDefaultAccountCode
  • Get PurchasesTrackingCategories
  • Get SalesDefaultAccountCode
  • Get SalesTrackingCategories
  • Get SkypeUserName
  • Get TaxNumber
  • Get TrackingCategoryName
  • Get TrackingCategoryOption
  • Get UpdatedDateUTC
  • Get Website
  • Get XeroNetworkKey

Post

  • Post AccountNumber
  • Post AccountsReceivableTaxType
  • Post Addresses
  • Post BankAccountDetails
  • Post ContactID
  • Post ContactNumber
  • Post ContactPersons
  • Post ContactStatus
  • Post DefaultCurrency
  • Post EmailAddress
  • Post FirstName
  • Post LastName
  • Post Name
  • Post PaymentTerms
  • Post Phones
  • Post PurchasesDefaultAccountCode
  • Post PurchasesTrackingCategories
  • Post SalesDefaultAccountCode
  • Post SalesTrackingCategories
  • Post SkypeUserName
  • Post TaxNumber
  • Post TrackingCategoryName
  • Post TrackingCategoryOption
  • Post XeroNetworkKey

Put

  • Put AccountNumber
  • Put AccountsReceivableTaxType
  • Put Addresses
  • Put BankAccountDetails
  • Put ContactID
  • Put ContactNumber
  • Put ContactPersons
  • Put ContactStatus
  • Put DefaultCurrency
  • Put EmailAddress
  • Put FirstName
  • Put LastName
  • Put Name
  • Put PaymentTerms
  • Put Phones
  • Put PurchasesDefaultAccountCode
  • Put PurchasesTrackingCategories
  • Put SalesDefaultAccountCode
  • Put SalesTrackingCategories
  • Put SkypeUserName
  • Put TaxNumber
  • Put TrackingCategoryName
  • Put TrackingCategoryOption
  • Put XeroNetworkKey

Contact Groups

Allows you to retrieve the ContactID and Name of all the contacts in a contact group create contact groups rename contact groups update the status (delete) contact groups add contacts to a contact group remove a contact from a contact group and remove all contacts from a contact group.

Delete

  • Delete ContactGroupID
  • Delete Contacts
  • Delete Name
  • Delete Status

Get

  • Get ContactGroupID
  • Get Contacts
  • Get Name
  • Get Status

Post

  • Post ContactGroupID
  • Post Contacts
  • Post Name
  • Post Status

Put

  • Put ContactGroupID
  • Put Contacts
  • Put Name
  • Put Status

Credit Notes

Allows you to retrieve any credit notes add or update draft credit notes add approved credit notes allocate part or full amounts of credit notes to outstanding invoices delete draft credit notes void approved credit notes and attach files to credit notes.

Get

  • Get Allocations
  • Get BrandingThemeID
  • Get Contact
  • Get CreditNoteID
  • Get CreditNoteNumber
  • Get CurrencyCode
  • Get CurrencyRate
  • Get Date
  • Get FullyPaidOnDate
  • Get HasAttachments
  • Get LineAmountTypes
  • Get LineItems
  • Get Reference
  • Get RemainingCredit
  • Get SentToContact
  • Get Status
  • Get SubTotal
  • Get Total
  • Get TotalTax
  • Get Type
  • Get UpdatedDateUTC

Post

  • Post Allocations
  • Post BrandingThemeID
  • Post Contact
  • Post CreditNoteID
  • Post CreditNoteNumber
  • Post CurrencyCode
  • Post CurrencyRate
  • Post Date
  • Post FullyPaidOnDate
  • Post HasAttachments
  • Post LineAmountTypes
  • Post LineItems
  • Post Reference
  • Post RemainingCredit
  • Post SentToContact
  • Post Status
  • Post SubTotal
  • Post Total
  • Post TotalTax
  • Post Type
  • Post UpdatedDateUTC

Put

  • Put Allocations
  • Put BrandingThemeID
  • Put Contact
  • Put CreditNoteID
  • Put CreditNoteNumber
  • Put CurrencyCode
  • Put CurrencyRate
  • Put Date
  • Put FullyPaidOnDate
  • Put HasAttachments
  • Put LineAmountTypes
  • Put LineItems
  • Put Reference
  • Put RemainingCredit
  • Put SentToContact
  • Put Status
  • Put SubTotal
  • Put Total
  • Put TotalTax
  • Put Type
  • Put UpdatedDateUTC

Currencies

Allows you to retrieve currencies for your organisation.

Get

  • Get Code
  • Get currancies
  • Get Currancy
  • Get Description
  • Get Order
  • Get Where

Employees

Allows you to retrieve add and update employees used in Xero payrun functionality.

Get

  • Get EmployeeID
  • Get External Link
  • Get FirstName
  • Get LastName
  • Get Status

Post

  • Post EmployeeID
  • Post External Link
  • Post FirstName
  • Post LastName
  • Post Status

Put

  • Put EmployeeID
  • Put External Link
  • Put FirstName
  • Put LastName
  • Put Status

Expense Claims

Allows you to submit expense claims for approval and retrieve expense claims to see their status.

Get

  • Get AmountDue
  • Get AmountPaid
  • Get ExpenseClaimID
  • Get PaymentDueDate
  • Get Payments
  • Get ReportingDate
  • Get Status
  • Get Total
  • Get UpdatedDateUTC

Post

  • Post Receipts
  • Post User

Put

  • Put Receipts
  • Put User

Invoices

Allows you to retrieve any sales invoices or purchase bills add or update draft or submitted sales invoices or purchase bills add approved sales invoices or purchase bills delete draft sales invoices or purchase bills void approved sales invoices or purchase bills retrieve the online invoice Url for sales invoices and attach files to sales invoices or purchase bills.

Get

  • Get AmountCredited
  • Get AmountDue
  • Get AmountPaid
  • Get CreditNotes
  • Get FullyPaidOnDate
  • Get HasAttachments
  • Get InvoiceID
  • Get Overpayments
  • Get Payments
  • Get Prepayments
  • Get SubTotal
  • Get Total
  • Get TotalDiscount
  • Get TotalTax
  • Get UpdatedDateUTC

Post

  • Post BrandingThemeID
  • Post Contact
  • Post CurrencyCode
  • Post CurrencyRate
  • Post Date
  • Post DueDate
  • Post ExpectedPaymentDate
  • Post InvoiceNumber
  • Post LineAmountTypes
  • Post LineItems
  • Post PlannedPaymentDate
  • Post Reference
  • Post SentToContact
  • Post Status
  • Post Type
  • Post Url

Put

  • Put BrandingThemeID
  • Put CurrencyCode
  • Put CurrencyRate
  • Put Date
  • Put DueDate
  • Put ExpectedPaymentDate
  • Put InvoiceNumber
  • Put LineAmountTypes
  • Put PlannedPaymentDate
  • Put Reference
  • Put SentToContact
  • Put Status
  • Put Url

Invoice Reminders

Returns whether invoice reminders are enabled.

Get

  • Get InvoiceReminders/Settings

Items

Allows you to retrieve any items add or update tracked items add or update untracked items and delete items.

Delete

  • Delete Items/{ItemID}

Get

  • Get IsSold
  • Get Code
  • Get Description
  • Get InventoryAssetAccountCode
  • Get IsPurchased
  • Get IsTrackedAsInventory
  • Get Name
  • Get PurchaseDetails
  • Get QuantityOnHand
  • Get SalesDetails
  • Get TotalCostPool
  • Get UpdatedDateUTC

Post

  • Post Code
  • Post Description
  • Post InventoryAssetAccountCode
  • Post IsPurchased
  • Post IsSold
  • Post Name
  • Post PurchaseDescription
  • Post PurchaseDescription
  • Post PurchaseDetails
  • Post SalesDetails

Put

  • Put Code
  • Put Description
  • Put InventoryAssetAccountCode
  • Put IsPurchased
  • Put IsSold
  • Put Name
  • Put PurchaseDescription
  • Put PurchaseDetails
  • Put SalesDetails

Journals

Allows you to retrieve any journals.

Get

  • Get CreatedDateUTC
  • Get JournalDate
  • Get JournalID
  • Get JournalLines
  • Get JournalNumber
  • Get Reference
  • Get SourceID
  • Get SourceType

Linked Transactions

Retrieve linked transactions (billable expenses) create linked transactions update linked transactions and delete linked transactions.

Get

  • Get LinkedTransactionID
  • Get SourceTransactionTypeCode
  • Get Status
  • Get Type
  • Get UpdatedDateUTC

Post

  • Post ContactID
  • Post SourceLineItemID
  • Post SourceTransactionID
  • Post TargetLineItemID
  • Post TargetTransactionID

Put

  • Put ContactID
  • Put TargetLineItemID
  • Put TargetTransactionID

Manual Journals

Allows you to retrieve any manual journals add or update draft or posted manual journals and attach files to a manual journal.

Get

  • Get Fate
  • Get HasAttachments
  • Get JournalLines
  • Get LineAmountTypes
  • Get Narration
  • Get ShowOnCashBasisReports
  • Get Status
  • Get UpdatedDateUTC
  • Get URL

Post

  • Post Date
  • Post JournalLines
  • Post LineAmountTypes
  • Post Narration
  • Post ShowOnCashBasisReports
  • Post Status
  • Post Url

Put

  • Put Date
  • Put JournalLines
  • Put LineAmountTypes
  • Put Narration
  • Put ShowOnCashBasisReports
  • Put Status
  • Put Url

Organisation

Returns information about a Xero organisation.

Get

  • Get Addresses
  • Get APIKey
  • Get BaseCurrency
  • Get CountryCode
  • Get CreatedDateUTC
  • Get DefaultPurchasesTax
  • Get DefaultSalesTax
  • Get EndOfYearLockDate
  • Get ExternalLinks
  • Get FinancialYearEndDay
  • Get FinancialYearEndMonth
  • Get IsDemoCompany
  • Get LegalName
  • Get LineOfBusiness
  • Get Name
  • Get OrganisationEntityType
  • Get OrganisationStatus
  • Get OrganisationType
  • Get PaymentTerms
  • Get PaysTax
  • Get PeriodLockDate
  • Get Phones
  • Get RegistrationNumber
  • Get SalesTaxBasis
  • Get SalesTaxPeriod
  • Get ShortCode
  • Get TaxNumber
  • Get Timezone
  • Get Version

Overpayments

Allows you to retrieve overpayments and allocate overpayments to outstanding invoices.

Get

  • Get Allocations
  • Get Contact
  • Get CurrencyCode
  • Get CurrencyRate
  • Get Date
  • Get HasAttachments
  • Get LineAmountTypes
  • Get OverpaymentID
  • Get Payments
  • Get RemainingCredit
  • Get Status
  • Get SubTotal
  • Get Total
  • Get Total Tax
  • Get Type
  • Get UpdatedDateUTC

Put

  • Put Allocations
  • Put Contact
  • Put CurrencyCode
  • Put CurrencyRate
  • Put Date
  • Put HasAttachments
  • Put LineAmountTypes
  • Put OverpaymentID
  • Put Payments
  • Put RemainingCredit
  • Put Status
  • Put SubTotal
  • Put Total
  • Put Total Tax
  • Put Type
  • Put UpdatedDateUTC

Payments

Retrieve either one or many payments for invoices and credit notes apply payments to approved AR and AP invoices refund credit notes Delete (reverse) a payment refund prepayments and overpayments.

Get

  • Get Account
  • Get AccountID
  • Get Amount
  • Get Code
  • Get CreditNote
  • Get CreditNoteID
  • Get CreditNoteNumber
  • Get CurrencyRate
  • Get Date
  • Get Invoice
  • Get InvoiceID
  • Get InvoiceNumber
  • Get IsReconciled
  • Get Overpayment
  • Get OverpaymentID
  • Get PaymentType
  • Get Prepayment
  • Get PrepaymentID
  • Get Reference
  • Get Status
  • Get UpdatedDateUTC

Post

  • Post Account
  • Post AccountID
  • Post Amount
  • Post Code
  • Post CreditNote
  • Post CreditNoteID
  • Post CreditNoteNumber
  • Post CurrencyRate
  • Post Date
  • Post Invoice
  • Post InvoiceID
  • Post InvoiceNumber
  • Post IsReconciled
  • Post Overpayment
  • Post OverpaymentID
  • Post Prepayment
  • Post PrepaymentID
  • Post Reference
  • Post Status

Put

  • Put Account
  • Put AccountID
  • Put Amount
  • Put Code
  • Put CreditNote
  • Put CreditNoteID
  • Put CreditNoteNumber
  • Put CurrencyRate
  • Put Date
  • Put Invoice
  • Put InvoiceID
  • Put InvoiceNumber
  • Put IsReconciled
  • Put Overpayment
  • Put OverpaymentID
  • Put Prepayment
  • Put PrepaymentID
  • Put Reference
  • Put Status

Prepayments

Allows you to retrieve prepayments and allocate prepayments to outstanding invoices.

Get

  • Get Allocations
  • Get Contact
  • Get CurrencyCode
  • Get CurrencyRate
  • Get Date
  • Get HasAttachments
  • Get LineAmountTypes
  • Get LineItems
  • Get PrepaymentID
  • Get RemainingCredit
  • Get Status
  • Get SubTotal
  • Get Total
  • Get Total Tax
  • Get Type
  • Get UpdatedDateUTC

Put

  • Put Allocations
  • Put Contact
  • Put CurrencyCode
  • Put CurrencyRate
  • Put Date
  • Put HasAttachments
  • Put LineAmountTypes
  • Put LineItems
  • Put PrepaymentID
  • Put RemainingCredit
  • Put Status
  • Put SubTotal
  • Put Total
  • Put Total Tax
  • Put Type
  • Put UpdatedDateUTC

Purchase Orders

Allows you to retrieve purchase orders add or update purchase orders and delete purchase orders.

Get

  • Get AttentionTo
  • Get BrandingThemeID
  • Get Contact
  • Get CurrencyCode
  • Get CurrencyRate
  • Get Date
  • Get DeliveryAddress
  • Get DeliveryDate
  • Get DeliveryInstructions
  • Get ExpectedArrivalDate
  • Get HasAttachments
  • Get LineAmountTypes
  • Get LineItems
  • Get PurchaseOrderID
  • Get PurchaseOrderNumber
  • Get Reference
  • Get SentToContact
  • Get Status
  • Get SubTotal
  • Get Telephone
  • Get Total
  • Get TotalDiscount
  • Get TotalTax
  • Get UpdatedDateUTC

Post

  • Post AttentionTo
  • Post BrandingThemeID
  • Post Contact
  • Post CurrencyCode
  • Post Date
  • Post DeliveryAddress
  • Post DeliveryDate
  • Post DeliveryInstructions
  • Post ExpectedArrivalDate
  • Post LineAmountTypes
  • Post LineItems
  • Post PurchaseOrderID
  • Post PurchaseOrderNumber
  • Post Reference
  • Post SentToContact
  • Post Status
  • Post Telephone

Put

  • Put AttentionTo
  • Put BrandingThemeID
  • Put Contact
  • Put CurrencyCode
  • Put Date
  • Put DeliveryAddress
  • Put DeliveryDate
  • Put DeliveryInstructions
  • Put ExpectedArrivalDate
  • Put LineAmountTypes
  • Put LineItems
  • Put PurchaseOrderID
  • Put PurchaseOrderNumber
  • Put Reference
  • Put SentToContact
  • Put Status
  • Put Telephone

Receipts

Allows you to retrieve draft expense claim receipts for any user add or update draft expense claim receipts attach images to draft expense claim receipts and delete draft expense claim receipts.

Get

  • Get Contact
  • Get Date
  • Get HasAttachments
  • Get LineAmountTypes
  • Get Lineitems
  • Get ReceiptID
  • Get ReceiptNumber
  • Get Reference
  • Get Status
  • Get SubTotal
  • Get Total
  • Get TotalTax
  • Get UpdatedDateUTC
  • Get Url
  • Get User

Post

  • Post Contact
  • Post Date
  • Post LineAmountTypes
  • Post Lineitems
  • Post Reference
  • Post SubTotal
  • Post Total
  • Post TotalTax
  • Post User

Put

  • Put Contact
  • Put Date
  • Put LineAmountTypes
  • Put Lineitems
  • Put Reference
  • Put SubTotal
  • Put Total
  • Put TotalTax
  • Put User

Repeating Invoices

Allows you to retrieve any repeating invoice templates.

Get

  • Get BrandingThemeID
  • Get Contact
  • Get CurrencyCode
  • Get HasAttachments
  • Get LineAmountTypes
  • Get LineItems
  • Get Reference
  • Get RepeatingInvoiceID
  • Get Schedule
  • Get Status
  • Get SubTotal
  • Get Total
  • Get TotalTax
  • Get Type

Reports

Retrieve Reports.

Get

  • Get 1099
  • Get AgedPayablesByContact
  • Get AgedReceivablesByContact
  • Get BalanceSheet
  • Get BankStatement
  • Get BankSummary
  • Get BASReport
  • Get BudgetSummary
  • Get ExecutiveSummary
  • Get GSTReport
  • Get ProfitAndLoss
  • Get ReportYear
  • Get TrialBalance

Tax Reports

Returns tax rates for a Xero organisation add a new tax rate for a Xero organisation and update a tax rate for a Xero organisation

Get

  • Get CanApplyToAssets
  • Get CanApplyToEquity
  • Get CanApplyToExpenses
  • Get CanApplyToLiabilities
  • Get CanApplyToRevenue
  • Get DisplayTaxRate
  • Get EffectiveRate
  • Get Name
  • Get ReportTaxType
  • Get Status
  • Get TaxComponents
  • Get TaxType

Post

  • Post Name
  • Post ReportTaxType
  • Post Status
  • Post TaxComponents
  • Post TaxType

Put

  • Put Name
  • Put ReportTaxType
  • Put Status
  • Put TaxComponents
  • Put TaxType

Tracking Categories

Retrieve tracking categories and options for a Xero organisation add new tracking categories and options rename tracking categories and options update the status of tracking categories and options and delete unused tracking categories and options.

Delete

  • Delete Name
  • Delete Options
  • Delete Status
  • Delete TrackingCategoryID

Get

  • Get Name
  • Get Options
  • Get Status
  • Get TrackingCategoryID

Post

  • Post Name
  • Post Options
  • Post Status
  • Post TrackingCategoryID

Put

  • Put Name
  • Put Options
  • Put Status
  • Put TrackingCategoryID

Users

Returns the users for a Xero organisation.

Get

  • Get EmailAddress
  • Get FirstName
  • Get IsSubscriber
  • Get LastName
  • Get Modified After
  • Get Order
  • Get OrganisationRole
  • Get UpdatedDateUTC
  • Get UserID
  • Get UserID
  • Get where
Data Integration & Synchronisation

Data Integration & Synchronisation

Integrate applications, systems and web services via easy-to-use, graphical tools.

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A full drag and drop user experience so integration steps are visually represented within a wider automated process.

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A set of transform functions that can be dragged onto the mapping area to change the data between input and output.

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