Xero connector
What is Xero?
Xero provides full cloud-based accounting software for small and medium businesses that includes bookkeeping services such as invoicing and payroll, as well as the ability to connect the application to a live bank feed. You can create payments, manage your contacts, track cash flow, claim expenses, and more, anywhere, anytime using Xero.
About Kissflow's Xero integration
Kissflow's Xero connector lets you connect Xero instantly with Kissflow apps and other popular third-party applications. It allows you to securely share data out of Xero to build powerful workflows. To integrate with Xero, you must have a valid Xero account account as well as be a Kissflow paid customer. You can use the Xero connector to receive data from other flows or apps in order to perform specific Xero actions and search actions. For the time being, the Xero connector does not support any trigger events.
Actions in Xero
Actions |
Description |
Create or update a contact |
This action creates a new contact or updates an existing contact in Xero |
Create a payment |
This action applies a payment to an invoice |
Create an invoice |
This action creates a new invoice in Xero |
Create a bill |
This action creates a new bill in Xero |
Create an item |
This action creates a new item and retrieves the item code in Xero |
Search actions in Xero
Search actions |
Description |
Find a contact |
This search action finds a contact in Xero by name or account number |
Find or create a contact |
This search action finds or creates a specific contact in Xero |
Find or get all items |
This search action finds either one item or all items in Xero |
Get tracking categories |
This action retrieves the tracking categories in Xero |
Configuring Xero connector
Inside your Kissflow account, click your profile picture on the top right corner of the screen and click Integrations from the dropdown. Now, click the New integration button to provide a name and description for your integration.
- Once inside your editor, set up a trigger step, for example, a Kissflow Process trigger event, When an item completes a workflow.
- After setting up your trigger step above, click the Add button (
) next to set up your action step. Search for Xero and select an action event from the available options (as mentioned in the above table.) - After choosing your action event, authenticate the connector. Click +Add an account and sign in using your Xero account. Kissflow uses Xero's OAuth for authentication.
- After authenticating with your Xero account, add relevant values against the Xero form fields. You can hit Refresh fields to view all the updated fields in the selected Xero form.
- You can also map Xero fields from your trigger step or fields from your previous action steps. These values will be automatically added to item fields after the action is executed.
- After a successful configuration, test whether your Xero action step is set up correctly by clicking the Test button. The connector will pull field data from your selected Xero account and display it as a JSON output. Similar to the trigger step, errors are notified to you right away. Fix them before retesting the action step.
Setting up a Xero connector
After creating a custom workflow with your Xero connector's action steps, switch ON the toggle button to activate the integration run. Once a trigger event occurs, the Xero action is activated.