Skip to main content

Xero

The Xero node allows you to automate work in Xero, and integrate Xero with other applications. Robbot Automation has built-in support for a wide range of Xero credentials, including creating, updating, and getting contacts and invoices.

On this page, you'll find a list of operations the Xero node supports and links to more resources.

!!! note "Credentials" Refer to Xero credentials for guidance on setting up authentication.

!!! note "Examples and templates" For usage examples and templates to help you get started, take a look at Robbot Automation's Xero list.

Basic Operations​

  • Contact
    • Create a contact
    • Get a contact
    • Get all contacts
    • Update a contact
  • Invoice
    • Create a invoice
    • Get a invoice
    • Get all invoices
    • Update a invoice

Example Usage​

This workflow allows you to get upto 100 invoices from Xero. You can also find the workflow on the website. This example usage workflow would use the following two nodes.

1. Start node​

The start node exists by default when you create a new workflow.

2. Xero node​

  1. First of all, you'll have to enter credentials for the Xero node. You can find out how to do that here.
  2. Select 'Get All' from the Operation dropdown list.
  3. Select the organization for which you want to get the invoices from the Organization ID dropdown list.
  4. Click on Save to run the workflow.