Overview
Xero is a cloud-based accounting platform for small and medium-sized businesses. The Flows360 Xero connector enables automated workflows that keep financial data synchronized across multiple applications.
Connect Xero to your CRM, ERP, and payment processing systems to automate record creation and reduce manual data entry errors. Use this connector to automatically create a Xero invoice when a deal is marked as closed in your CRM, sync customer records between platforms, and trigger downstream workflows when payments are received and reconciled.
This integration provides near real-time visibility into financial operations by syncing data from key objects like Customers (Contacts), Invoices, and Payments. This ensures data consistency for reporting, reconciliation, and revenue operations. The connector is designed for building custom integrations tailored to specific business processes, such as accounts receivable automation and payment reconciliation.
Capability summary
Authentication
Auth method: OAuth 2.0
Required scopes
offline_access
accounting.transactions
accounting.contacts
Supported objects
| Object | Read | Write | Notes |
|---|---|---|---|
| Customer | Yes | Yes | Customer records are mapped to the Contact object in Xero. |
| Invoice | Yes | Yes | |
| Payment | Yes | Yes |
Supported actions
| Action | Description |
|---|---|
| create_invoice | Creates a new invoice in Xero, typically associated with a specific customer. |
| list_payments | Retrieves a list of payments, which can be filtered by date. |
| payment_received | Triggers a workflow when a payment is successfully received and applied to an invoice in Xero. |
Setup steps
- Click the "Connect" button to initiate the authentication process.
- You will be redirected to the Xero login page. Enter your Xero account credentials to log in.
- Review the requested permissions. The connector requires access to view and modify contacts, invoices, and transactions to function correctly.
- Click "Allow Access" to grant permission. You will be redirected back to Flows360.
- A confirmation message will appear, and the connection status will show as "Connected". You may now configure your workflows.
Limitations
- The Xero API has rate limits that vary based on the API endpoint and your Xero subscription. Exceeding these limits may result in temporary throttling of a connection.
- This connector does not support syncing custom fields from Xero objects.
- Invoice numbering schemes are managed by Xero. While you can suggest a reference number, the final invoice number is assigned by Xero upon creation.