Xero Integration

Connect your Xero accounting platform to Wakflo and automate invoice management, financial reporting, and accounting workflows. Build powerful integrations that streamline your financial operations.

Authentication

OAuth 2.0

Features

1 Trigger • 4 Actions

Available Triggers & Actions

Xero Triggers

Invoice Triggers

•
New Invoice: Triggered when a new invoice is created in Xero

Xero Actions

Available Actions

•
Create Invoice: Generate a new invoice in Xero
•
Email Invoice: Send an invoice to a customer via email
•
Get Invoice: Retrieve details of a specific invoice
•
List Invoices: Retrieve all invoices from your Xero account

Setup Guide

Connect to Wakflo

In Wakflo, navigate to the Xero integration and click connect. You'll be redirected to Xero to authorize Wakflo to access your account.

Authorize Permissions

Grant Wakflo access to your Xero organization. You'll need to authorize all permissions for the integration to work properly.

Make sure to grant full permissions when prompted. Do not deselect any permissions as this may prevent the integration from functioning correctly.

Test Connection

Verify the connection by retrieving test data to ensure everything is working properly.

Wakflo uses a pre-configured Xero app for all users, so you don't need to create your own app. Simply connect your Xero account and authorize the required permissions for invoice management and financial data access.

Usage Example: List Invoices

This example demonstrates how to retrieve all invoices from your Xero accounting platform.

Select the Action

In your Wakflo workflow, add a new action and select Xero as the integration, then choose List Invoices from the available actions.

Configure Node

Select your connected Xero account and configure any filtering options such as date range or invoice status.

Run and Retrieve Invoices

Execute the action to retrieve all your Xero invoices. The invoice data will be returned in the action output and can be used in subsequent workflow steps.

Use the retrieved invoices to sync financial data with other systems, trigger payment reminders for overdue invoices, or generate financial reports across your business tools.

Best Practices

Working with Xero Data

•Always include tax rates and line items when creating invoices
•Use invoice references to track related transactions across systems
•Implement error handling for invoice creation to avoid duplicate entries
•Monitor webhook events for real-time invoice updates and payments
•Keep your Xero organization data synchronized across integrations

Troubleshooting

Authentication Issues

•Ensure your Xero account has access to the organization you're trying to connect
•Check if your OAuth token has expired and reconnect if needed
•Verify that you granted all required permissions during authorization

Rate Limiting

•Xero enforces rate limits of 60 calls per minute per organization
•Implement delays between bulk operations to avoid hitting rate limits
•Monitor API usage to stay within your plan's limits

Invoice Issues

•Ensure all required fields are provided when creating invoices (contact, date, line items)
•Verify that invoice IDs are correctly formatted when retrieving or updating invoices
•Check that tax rates and account codes are valid in your Xero organization