Xero

Xero is online accounting software for small businesses. Use Xero to manage invoicing, bank reconciliation, bookkeeping, and much more.

For more information, click here.

Field (Account) Information

While configuring the Source or Destination of a Template or Transaction, you need to create an account to connect Xero with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the data.

Click to add an account.

Specify the following information for Xero:

Field Name	Description
Account Name	A short, descriptive name that helps you re-use this account in the future.

Click Continue. The Xero login screen appears.

Field Name	Description
Email address	Email address to log in to your Xero account.
Password	Password to log in to your Xero account.

Triggers

A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event.

Following triggers are available for Xero at Source.

Trigger Name	Description
New Bank Transaction	Triggers when a bank transaction is added or updated.
All Bank Transactions	Retrieve the list of all bank transactions.
New Bank Transfer	Triggers when a bank transfer is added or updated.
All Bank Transfers	Retrieve the list of all bank transfers.
New Branding Theme	Triggers when a branding theme is added or updated. You can add branding themes to apply to sales invoices, credit notes, statements, quotes, and purchase orders. You can also add a standard branding theme to apply to receipts and remittance advises.
All Branding Themes	Retrieve the list of all branding themes.
New Contact	Triggers when a contact is added or updated.
All Contacts	Retrieve the list of all contacts.
New Credit Note	Triggers when a credit note is added or updated. Add a credit note for your customers, that is not linked to a sales invoice you have already created for them - you can allocate the credit note to an invoice later.
All Credit Notes	Retrieve the list of all credit notes.
New Employee	Triggers when an employee is added or updated.
All Employees	Retrieve the list of all employees.
New Expense Claim	Triggers when an expense claim is added or updated.
All Expense Claims	Retrieve the list of all expense claims.
New Invoice	Triggers when an invoice is added or updated.
All Invoices	Retrieve the list of all invoices.
New Item	Triggers when an item is added or updated.
All Items	Retrieve the list of all items.
New Journal	Triggers when a journal is added or updated. Journals are a tool typically used by accountants or bookkeepers to work directly with the General Ledger to create both debit and credit entries for specific types of transactions that cannot be entered normally in Xero. For example, recording of accrued expenses or completed work not invoiced.
All Journals	Retrieve the list of all journals.
New Manual Journal	Triggers when a manual journal is added or updated. Manual Journals in Xero display all journals you have posted manually (including their status).
All Manual Journals	Retrieve the list of all manual journals.
New Payment	Triggers when a payment is added or updated.
All Payments	Retrieve the list of all payments.
New Receipt	Triggers when a receipt is added or updated.
All Receipts	Retrieve the list of all receipts.
New User	Triggers when a user is added.
All Users	Retrieve the list of all users.

Actions

An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of a Template, you need to choose an action.

Following actions are available for Xero at Destination.

Action Name	Description
Create Invoice	Creates an invoice.
Create Account	Creates an account other than credit card and PayPal account.
Create Bank Transaction	Creates a bank transaction.
Create Bank Transfer	Creates a bank transfer.
Create Contact	Creates a contact.
Create Contact Group	Creates a contact group.
Create Credit Note	Creates a credit note.
Create Employee	Creates an employee.
Create Expense Claim	Creates an expense claim. An expense claim is a collection of receipts from spending personal money that the organization needs to pay back to you. After submitting an expense claim, you will be reimbursed for your spending.
Add Contacts To Contacts Group	Adds contact to contact group.
Create Item	Creates an item.
Create Manual Journal	Creates a manual journal.
Create Payment	Creates a payment.
Create Receipt	Creates a receipt.
Create Tax Rate	Creates a tax rate. You can charge or record specific tax amounts on invoices, bills, and transactions that you enter into Xero. See https://help.xero.com/int/Settings_TaxRates for more information.
Update Account	Updates an account other than bank account.
Delete Account	Deletes an account other than bank account.
Update Bank Transaction	Updates a bank transaction.
Delete Bank Transaction.	Deletes a bank transaction.
Update Contact	Updates a contact.
Delete Contact	Deletes a contact.
Update Contact Group Name	Updates a contact group name.
Delete Contact Group Name	Deletes a contact group name.
Update Credit Note	Updates credit note with either a DRAFT, SUBMITTED, or AUTHORISED.
Delete Credit Note	Deletes a credit note.
Update Employee	Updates an employee.
Delete Employee	Deletes an employee.
Update Expense Claim	Updates expense claim.
Update Invoice	Updates an invoice with either a DRAFT, SUBMITTED or AUTHORISED status.
Delete Invoice	Deletes an invoice with either a DRAFT, SUBMITTED, or AUTHORISED status.
Update Item	Updates an item.
Update Manual Journal	Updates a manual journal with DRAFT or POSTED status.
Delete Manual Journal	Deletes a manual journal with DRAFT or POSTED status.
Delete Payment	Deletes a payment.
Update Receipt	Updates a receipt with DRAFT status.
Delete Receipt	Deletes a receipt.
Update Tax Rate	Updates a tax rate . All the existing tax components must be supplied when updating a tax rate otherwise, the component will be deleted.
Delete Tax Rate	Deletes a tax rate only when the tax rate is not the default on an account or used on a repeating invoice.