Sync Xero with your entire stack to automate accounting workflows and financial reporting.
Xero is a cloud-based accounting platform for small and medium-sized businesses. The Flows360 Xero connector enables you to build robust, automated workflows that keep your financial data in sync across your entire application ecosystem.
By connecting Xero to your CRM, ERP, and payment processing systems, you can eliminate manual data entry and reduce errors. Automatically create invoices in Xero when a deal closes in your CRM, sync customer records between platforms, and trigger downstream workflows when payments are received.
This integration allows for real-time visibility into your financial operations. Sync data from objects like Customers, Invoices, and Payments to ensure consistency and support streamlined reporting, reconciliation, and revenue operations.
Our universal Xero connector gives you the flexibility to build custom integrations tailored to your specific business processes. Automate accounts receivable, streamline payment reconciliation, and connect your front-office and back-office systems for maximum efficiency.
Common use cases
- Automated invoice generation
- Customer data synchronization
- Payment reconciliation
- Streamlined financial reporting
- Quote-to-cash process automation
Sync scenarios
- Create Xero invoice from a closed deal in Salesforce
- Sync customer contact details between Xero and HubSpot
- Add new Xero customers to a Mailchimp audience
- Trigger a fulfillment workflow in your ERP when a Xero invoice is paid
- Replicate Xero payments in a data warehouse like Snowflake for analysis
Objects supported
- Contact
- Invoice
- Payment
- Account
- Item
Actions
- create_invoice
- list_payments
- payment_received
Frequently asked questions
What objects can I sync with the Xero connector?
The Flows360 Xero connector supports syncing for key accounting objects, including Customer, Invoice, and Payment, allowing for robust financial workflows.
How does connecting Xero help my finance team?
Integrating Xero eliminates manual data entry, reduces the risk of errors, and automates key processes like invoicing and payment reconciliation. This frees up your finance team to focus on strategic analysis rather than repetitive data tasks.
Can I create new invoices in Xero from other apps?
Yes. A common use case is to automatically create a new invoice in Xero when a deal is marked as "Closed-Won" in your CRM, such as Salesforce or HubSpot. This automates the handoff from sales to finance.
Is this a one-way or two-way sync?
The connection is bi-directional. You can use Xero as a source to trigger workflows (e.g., when a payment is received) or as a destination to create or update records (e.g., creating a new customer).
- Auth method: OAuth 2.0
- Required scopes: 3
- Supported objects: 3
- Supported actions: 3
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.
Setup steps
1. Click the "Connect" button to initiate the authentication process.
2. You will be redirected to the Xero login page. Enter your Xero account credentials to log in.
3. Review the requested permissions. The connector requires access to view and modify contacts, invoices, and transactions to function correctly.
4. Click "Allow Access" to grant permission. You will be redirected back to Flows360.
5. A confirmation message will appear, and the connection status will show as "Connected". You may now configure your workflows.
Required scopes
offline_accessaccounting.transactionsaccounting.contacts
Supported objects
- Customer
- Invoice
- Payment
Supported actions
- 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.
Use cases
- Revenue Operations
- Customer 360
- CRM to ERP Sync
- Finance & Billing
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.