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Technical Reference

Xero

Synchronize invoices, customers, payments and bank transactions across finance workflows.

CategoryFinance
AuthenticationOAuth 2.0
Version0.7.0
Published scopes12 published scopes
Last updatedSeptember 21, 2026

Overview

Connect Xero with Flows360

Synchronize invoices, customers, payments and bank transactions across finance workflows.

Use the Xero connector to include its declared actions and events in Flows360 workflows without duplicating the integration logic inside each consuming system. This pinned connector version currently exposes 25 actions and 13 triggers.

Available actions

  • Create or Update Contact
  • Create or Update Invoice
  • Allocate Credit Note to Invoice
  • Create Bank Transfer
  • Create New Quote Draft
  • Send Sales Invoice by Email
  • Create Bill
  • Create Payment
  • Plus 17 additional declared actions.

Available triggers

  • New Contact
  • New or Updated Contact
  • New Sales Invoice
  • Updated Sales Invoice
  • New Bank Transaction
  • New Payment
  • Plus 7 additional declared triggers.

The capability list above is generated from the exact reviewed connector package so the public description stays aligned with the version Flows360 operates.

Technical guide

Technical reference

Package identity

  • Connector: Xero
  • Package: @activepieces/piece-xero@0.7.0
  • Exact artifact digest: sha256:c07c23929fe4da4fa6007df72a64ed0de2f70a7f7ca361fe5abf2f603ff30ad2
  • Runtime: Activepieces-compatible deterministic worker
  • Source: the exact reviewed Activepieces source

Authentication

OAUTH2. Connection values are tenant-specific and remain in the consuming Studio instance; CDK stores definitions and field metadata, not customer credential values.

Action contracts

  • Create or Update Contact (xero_create_contact), Create Xero Contact Classification: read.
  • Create or Update Invoice (xero_create_invoice), Create Xero Invoice Classification: read.
  • Allocate Credit Note to Invoice (xero_allocate_credit_note_to_invoice), Allocates a credit note to a specific invoice. Classification: read.
  • Create Bank Transfer (xero_create_bank_transfer), Transfers money between two bank accounts in Xero. Classification: read.
  • Create New Quote Draft (xero_create_quote_draft), Creates a new draft quote. Classification: read.
  • Send Sales Invoice by Email (xero_send_invoice_email), Sends a sales invoice via email to a contact. Classification: read.
  • Create Bill (xero_create_bill), Creates a new bill (Accounts Payable). Classification: read.
  • Create Payment (xero_create_payment), Applies a payment to an invoice. Classification: read.
  • Create Purchase Order (xero_create_purchase_order), Creates a new purchase order for a contact. Classification: read.
  • Update Purchase Order (xero_update_purchase_order), Updates details of an existing purchase order. Classification: read.
  • Upload Attachment (xero_upload_attachment), Uploads an attachment to a specific Xero resource. Classification: read.
  • Add Items to Existing Sales Invoice (xero_add_items_to_sales_invoice), Adds line items to an existing sales invoice (ACCREC). Classification: read.
  • Create Credit Note (xero_create_credit_note), Creates a new credit note for a contact. Classification: read.
  • Create Inventory Item (xero_create_inventory_item), Creates a new inventory item in Xero. Classification: read.
  • Create Project (xero_create_project), Creates a new project for a contact. Classification: read.
  • Update Sales Invoice (xero_update_sales_invoice), Updates details of an existing sales invoice (ACCREC). Classification: read.
  • Create Repeating Sales Invoice (xero_create_repeating_sales_invoice), Creates a repeating sales invoice (Accounts Receivable). Classification: read.
  • Find Contact (xero_find_contact), Finds a contact by name or account number (or SearchTerm). Classification: read.
  • Find Invoice (xero_find_invoice), Finds an invoice by number or reference. Classification: read.
  • Find Item (xero_find_item), Finds an item by name or code. Classification: read.
  • Find Purchase Order (xero_find_purchase_order), Finds a purchase order by given parameters. Classification: read.
  • Get Invoice History (xero_get_invoice_history), Returns a list of history records for a given invoice ID. Classification: read.
  • Create Bank Transaction (xero_create_bank_transaction), Creates a new Spend/Receive Money bank transaction. Classification: read.
  • Find or Create Contact (xero_find_or_create_contact), Finds or creates a specific contact. Classification: read.
  • Custom API Call (custom_api_call), Make a custom API call to a specific endpoint Classification: read.

Trigger contracts

  • New Contact, webhook.
  • New or Updated Contact, webhook.
  • New Sales Invoice, webhook.
  • Updated Sales Invoice, webhook.
  • New Bank Transaction, polling.
  • New Payment, polling.
  • New Purchase Order, polling.
  • New Reconciled Payment, polling.
  • Updated Quote, polling.
  • New Bill, polling.
  • New Credit Note, polling.
  • New Project, polling.
  • New Quote, polling.

Verification

Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Capability summary

AuthenticationOAuth 2.0
Supported objects38
Supported actionsNot published
TriggersNone published

Authentication

Authentication method: OAuth 2.0

Required scopes

openidprofileemailoffline_accessaccounting.contactsaccounting.transactionsaccounting.reports.readaccounting.journals.readaccounting.budgets.readaccounting.attachmentsaccounting.settingsprojects

Authentication profiles

connection · oauth2

OAuth scopes: openid, profile, email, offline_access, accounting.contacts, accounting.transactions, accounting.reports.read, accounting.journals.read, accounting.budgets.read, accounting.attachments, accounting.settings, projects

Supported objects

ObjectReadWriteNotes
Create or Update Contact Yes No Create Xero Contact
Create or Update Invoice Yes No Create Xero Invoice
Allocate Credit Note to Invoice Yes No Allocates a credit note to a specific invoice.
Create Bank Transfer Yes No Transfers money between two bank accounts in Xero.
Create New Quote Draft Yes No Creates a new draft quote.
Send Sales Invoice by Email Yes No Sends a sales invoice via email to a contact.
Create Bill Yes No Creates a new bill (Accounts Payable).
Create Payment Yes No Applies a payment to an invoice.
Create Purchase Order Yes No Creates a new purchase order for a contact.
Update Purchase Order Yes No Updates details of an existing purchase order.
Upload Attachment Yes No Uploads an attachment to a specific Xero resource.
Add Items to Existing Sales Invoice Yes No Adds line items to an existing sales invoice (ACCREC).
Create Credit Note Yes No Creates a new credit note for a contact.
Create Inventory Item Yes No Creates a new inventory item in Xero.
Create Project Yes No Creates a new project for a contact.
Update Sales Invoice Yes No Updates details of an existing sales invoice (ACCREC).
Create Repeating Sales Invoice Yes No Creates a repeating sales invoice (Accounts Receivable).
Find Contact Yes No Finds a contact by name or account number (or SearchTerm).
Find Invoice Yes No Finds an invoice by number or reference.
Find Item Yes No Finds an item by name or code.
Find Purchase Order Yes No Finds a purchase order by given parameters.
Get Invoice History Yes No Returns a list of history records for a given invoice ID.
Create Bank Transaction Yes No Creates a new Spend/Receive Money bank transaction.
Find or Create Contact Yes No Finds or creates a specific contact.
Custom API Call Yes No Make a custom API call to a specific endpoint
New Contact Yes No webhook trigger declared by the pinned package.
New or Updated Contact Yes No webhook trigger declared by the pinned package.
New Sales Invoice Yes No webhook trigger declared by the pinned package.
Updated Sales Invoice Yes No webhook trigger declared by the pinned package.
New Bank Transaction Yes No polling trigger declared by the pinned package.
New Payment Yes No polling trigger declared by the pinned package.
New Purchase Order Yes No polling trigger declared by the pinned package.
New Reconciled Payment Yes No polling trigger declared by the pinned package.
Updated Quote Yes No polling trigger declared by the pinned package.
New Bill Yes No polling trigger declared by the pinned package.
New Credit Note Yes No polling trigger declared by the pinned package.
New Project Yes No polling trigger declared by the pinned package.
New Quote Yes No polling trigger declared by the pinned package.

Setup

Setup

  1. Add the Xero connector to the workflow in the target Flows360 Studio instance.
  2. Create or select the tenant-specific connection required by the connector. Connection secrets remain in the Studio connection boundary and are not copied into CDK documentation.
  3. Provide the connection fields declared by the pinned package:
  • No provider credential fields are declared by the pinned package.

OAuth scopes

  • openid
  • profile
  • email
  • offline_access
  • accounting.contacts
  • accounting.transactions
  • accounting.reports.read
  • accounting.journals.read
  • accounting.budgets.read
  • accounting.attachments
  • accounting.settings
  • projects
  1. Select the required action or trigger and complete its declared input fields. Required and optional inputs are defined by the exact package schema.
  2. Test the workflow in the appropriate environment before enabling production scheduling or event delivery.

Limitations

Limitations and operational notes

  • This content describes @activepieces/piece-xero@0.7.0; provider behaviour can change independently and should be revalidated when the provider or connector version changes.
  • Only the 25 actions and 13 triggers declared by this pinned package are represented here.
  • Tenant credentials and connection values are not stored in the public connector record.
  • Provider-side permissions, account entitlements, quotas and rate limits remain subject to the connected provider account and are not inferred when the package does not declare them.
  • Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Troubleshooting

Why canu2019t the connector authenticate?

Check the tenant connection in Studio and confirm every required Xero connection field is present. Re-authorise OAuth-based connections if the provider token or consent has expired. Do not place credential values in CDK content or logs.

Why is an action or trigger unavailable?

Confirm that the workflow is using @activepieces/piece-xero@0.7.0 and compare the requested capability with the declared action and trigger list for this version. A capability that is not declared by the pinned package should not be presented as supported.

What should I check after a provider-side change?

Revalidate authentication, required fields, action/trigger behaviour and provider documentation before publishing refreshed connector content or moving a new package version into production.

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