- Get started
- Build
- HTTP Request
- How connector nodes work
- Create a connection
- Sales and customer relationships
- Customer support and help desk
- Messaging and meetings
- Email
- Marketing
- Social media
- Files, documents, and e-signature
- Projects, collaboration, and code
- People and recruiting
- Finance and commerce
- AI models and agents
- Speech, vision, and language
- Data and location
- Cloud, identity, and security
- Deploy and run
- Examples
- Reference
Xero
Look up the Xero connector: its actions and events in alphabetical order, and the sign-in methods of a Xero connection.
The Xero connector lets a workflow manage contacts, and get financial reports such as balance sheets and profit and loss. In the Add node panel, it's in the Connector category, under Xero. How connector nodes work describes how a connector node is set up.
This page lists what the connector can do in Maestro Automate. Select an action or event to see how to configure it.
Actions
Each action is a node that does one thing in Xero.
| Action | What it does |
|---|---|
| Add Attachment to Contact | Add an attachment to a contact in Xero. |
| Create Contact | Create a new contact in Xero. |
| Delete Record | Deletes a record in Xero. |
| Get Aged Payables by Contact Report | Retrieve aged payables report by contact in Xero. |
| Get Aged Receivables by Contact Report | Retrieve aged receivables report by contact in Xero. |
| Get Attachments of a Contact | Retrieve all attachments associated with a contact in Xero. |
| Get BAS Report | Retrieve a BAS report by ID from Xero. |
| Get Balance Sheet Report | Retrieve the balance sheet report from Xero. |
| Get Bank Summary Report | Retrieve bank summary reports from Xero. |
| Get Budget Summary Report | Retrieve budget summary reports from Xero. |
| Get Executive Summary Report | Retrieve an executive summary report from Xero. |
| Get GST Report | Retrieve a GST report by ID from Xero. |
| Get Profit and Loss Report | Retrieve the profit and loss report from Xero. |
| Get Record | Retrieves a record in Xero. |
| Get Trial Balance Report | Retrieve the trial balance report from Xero. |
| Insert Record | Insert a new record in Xero. |
| List All Contacts | Retrieve and list all contacts in Xero. |
| List All Records | List all records in Xero. |
| List Reports | Retrieve and list all GST & BAS reports in Xero. |
| Replace Record | Replace a record in Xero. |
Events
Each event can start a workflow, as a Connector trigger, or pause a run until it happens, as a Connector event. In the connector's list, events have the WAIT tag.
| Event | What it does |
|---|---|
| Contact Created or Updated | Triggers when a contact is created or updated. |
Connection
A Xero node signs in through a connection. Create a connection describes how to create one from the node. On the Connect to page, you sign in with this method:
| Sign-in method | What you need |
|---|---|
| OAuth 2.0 | Client ID; Client secret; Your Xero username and password. |
Xero authentication in the Integration Service guide describes the full connection setup, including prerequisites and advanced settings.
Next steps
- Connector: every connector, grouped by area.
- Create a connection: sign a workflow in to an app.
- Community: ask questions and share workflows with other builders on the UiPath Forum.