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Xero

With Xero modules in Make, you can watch, create, update, retrieve, list, and/or delete accounts, bank transfers, bank transactions, change history, contacts, contact groups, credit notes, employees, files, invoices, items, journal manuals, notes, payments, purchase orders, and tax rates in your Xero account.

To use the Xero modules, you must have a Xero account. If you do not have an account, you can create one at xero.com/signup/.

Refer to the Xero API documentation for the list of available endpoints.

Note

This app is for use with a Xero account and does not support Xero HQ.

Connect Xero to Make

To establish the connection:

  1. Log in to your Make account, add a Xero module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

  2. Optional: In the Connection name field, enter a name for the connection.

  3. Optional: Click Show advanced settings and choose the Scopes for the connection. Each module's scopes can be found in the Build Xero Scenarios section below listed as Required Permissions. For more information regarding scopes, refer to the Xero API documentation.

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your scenario and add more Xero modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Note

If you receive an error regarding permissions when creating the connection, you must manually add Scopes for the module. Refer to the Build Xero Scenarios section below for each module's required permissions.

If you add a new Xero module to a scenario and use an existing connection, you may be prompted to update the connection permissions. Click Continue > Allow access to extend the permissions.

Build Xero Scenarios

Note

Starting September 1, 2024, Xero is enforcing volume threshold limits to all GET endpoints/modules. All organizations using the Search Contacts, Search Invoices, Search Manual Journals, and Search Payments modules with high volumes of data may notice slower performance, or the scenarios may stop working entirely. For detailed information on each endpoint, please review the Xero developer documentation on efficient data retrieval for large organizations.

After connecting the app, you can perform the following:

Events

  • Watch Events

    Required Permissions: offline_access, accounting.settings

    Note: This module uses webhooks to trigger a scenario when an event occurs instantly. The webhook is attached automatically and requires no additional set up.

Invoices

  • Watch Invoices

    Required Permissions: accounting.transactions, accounting.settings

  • Create an Invoice

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

  • Update an Invoice

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

  • Get a Sales Invoice PDF

    Required Permissions: accounting.transactions, accounting.settings

  • Get an Invoice

    Required Permissions: accounting.transactions, accounting.settings

  • Get an Invoice URL

    Required Permissions: accounting.transactions, accounting.settings

  • Search for Invoices

    Required Permissions: accounting.transactions, accounting.settings

  • Send an Invoice via Email

    Required Permissions: accounting.transactions, accounting.settings

  • Download an Invoice

    Required Permissions: accounting.transactions, accounting.settings

Bank Transactions

  • Watch Bank Transactions

    Required Permissions: accounting.transactions, accounting.settings

  • Create a Bank Transaction

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

  • Get a Bank Transaction

    Required Permissions: accounting.transactions, accounting.settings

Bank Transfers

  • Watch Bank Transfers

    Required Permissions: accounting.transactions, accounting.settings

  • Create a Bank Transfer

    Required Permissions: accounting.transactions, accounting.settings

Contacts

  • Watch Contacts

    Required Permissions: accounting.contacts, accounting.settings

  • Create a Contact

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

  • Update a Contact

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

  • Get a Contact

    Required Permissions: accounting.contacts, accounting.settings

  • Search for Contacts

    Required Permissions: accounting.contacts, accounting.settings

  • Archive a Contact

    Required Permissions: accounting.contacts, accounting.settings

Credit Notes

  • Watch Credit Notes

    Required Permissions: accounting.transactions, accounting.settings

  • Create a Credit Note

    Required Permissions: accounting.transactions, accounting.settings

  • Get a Credit Note

    Required Permissions: accounting.transactions, accounting.settings

Manual Journals

  • Watch Manual Journals

    Required Permissions: accounting.transactions

  • Create a Manual Journal

    Required Permissions: accounting.transactions, accounting.settings

  • Get a Manual Journal

    Required Permissions: accounting.transactions, accounting.settings

  • Search for Manual Journals

    Required Permissions: accounting.transactions, accounting.settings

Quotes

  • Watch Quotes

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

  • Create a Quote

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

Items

  • Watch Items

    Required Permissions: accounting.settings

  • Create an Item

    Required Permissions: accounting.settings

  • Update an Item

    Required Permissions: accounting.settings

  • Get an Item

    Required Permissions: accounting.settings

  • Search for Items

    Required Permissions: accounting.settings

Payments

  • Watch Payments

    Required Permissions: accounting.transactions, accounting.settings

  • Create a Batch Payment

    Required Permissions: accounting.transactions, accounting.settings

  • Create a Payment

    Required Permissions: accounting.transactions, accounting.settings

  • Get a Payment

    Required Permissions: accounting.transactions, accounting.settings

  • Search Payments

    Required Permissions: accounting.transactions, accounting.settings

Purchase Orders

  • Watch Purchase Orders

    Required Permissions: accounting.transactions, accounting.settings

  • Create a Purchase Order

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

  • Update a Purchase Order

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

  • Get a Purchase Order

    Required Permissions: accounting.transactions, accounting.settings

  • Delete a Purchase Order

Contact Groups

  • Create a Contact Group

    Required Permissions: accounting.contacts, accounting.settings

  • Add a Contact to a Contact Group

    Required Permissions: accounting.contacts, accounting.settings

  • Get a Contact Group

    Required Permissions: accounting.contacts, accounting.settings

  • Search for Contact Groups

    Required Permissions: accounting.settings, accounting.contacts

  • Delete a Contact Group

    Required Permissions: accounting.contacts, accounting.settings

  • Remove a Contact from a Contact Group

    Required Permissions: accounting.contacts, accounting.settings

Employees

  • Watch Employee Leaves

    Required Permissions: payroll.employees.read, payroll.settings.read

  • Create an Employee

    Required Permissions: accounting.settings

  • Update an Employee

    Required Permissions: accounting.settings

Reports

  • Get a Bank Summary

    Required Permissions: accounting.reports.read, accounting.settings

  • Get a Bank Statements Report

    Required Permissions: accounting.reports.read, accounting.settings

Accounts

  • Create an Account

    Required Permissions: accounting.settings

    Note: Creating credit card or Paypall accounts is not currently supported by the Xero API. For more information, refer to the Xero API documentation.

  • Update an Account

    Required Permissions: accounting.settings

    Note: Updating accounts with type bank is not currently supported by the Xero API. For more information, refer to the Xero API documentation.

  • Get an Account

    Required Permissions: accounting.settings

  • Search for Accounts

    Required Permissions: accounting.settings

Tax Rates

  • Search for Tax Rates

    Required Permissions: accounting.settings

History of Changes

  • Create a History Note

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

  • Get History of Changes

    Required Permissions: accounting.transactions, accounting.contacts, accounting.settings

Attachments

  • List Attachments

    Required Permissions: accounting.attachments, accounting.settings, accounting.settings.read

  • Download an Attachment

    Required Permissions: accounting.attachments

Files

  • Create a Folder

    Required Permissions: files, files.read

  • Upload a File (Files API)

    Required Permissions: accounting.attachments, accounting.settings

  • Update a Folder

    Required Permissions: files, files.read

  • Update a File

    Required Permissions: files, files.read

  • Get a Folder

    Required Permissions: files.read

  • Get a File

    Required Permissions: files, files.read

  • List Folders

    Required Permissions: files.read

  • List Files

    Required Permissions: files, files.read

  • Delete a Folder

    Required Permissions: files, files.read

  • Delete a File

    Required Permissions: files, files.read

  • Upload a File

    Required Permissions: accounting.attachments, accounting.settings

Asset Types

  • Create an Asset Type

    Required Permissions: assets

  • Update an Asset Type

    Required Permissions: assets, assets.read

  • Get an Asset Type

    Required Permissions: assets.read

  • Search Assets

    Required Permissions: assets.read

Assets

  • Create an Asset

    Required Permissions: assets, assets.read

  • Updated an Asset

    Required Permissions: assets, assets.read

  • Get an Asset

    Required Permissions: assets.read

  • Search Assets

    Required Permissions: assets.read

Timesheets

  • Create a Timesheet

    Required Permissions: payroll.timesheets

  • Get a Timesheet

    Required Permissions: payroll.timesheets.read

  • Search Timesheets

    Required Permissions: payroll.timesheets.read

  • Delete a Timesheet

    Required Permissions: payroll.timesheets

Tracking Categories

  • Create a Tracking Category

    Required Permissions: payroll.settings

  • Update a Tracking Category

    Required Permissions: payroll.settings

  • Get a Tracking Category

    Required Permissions: payroll.settings.read

  • Search Tracking Categories

    Required Permissions: payroll.settings.read

  • Delete a Tracking Category

    Required Permissions: payroll.settings.read

Tenants

  • List Tenants

Settings

  • Get a Setting Object

    Required Permissions: assets.read

Other

  • Make an API Call

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