Description

Xero is a suite of online accounting software for small businesses, accountants, and bookkeepers.

Connector Details

Name	Value
Platform	Xero
Auth Type	OAuth
Direction	Bidirectional
Unified Schema	Supported in Accounting Unified Schema

Supported Data

See the table below for the list of data you can read with the Xero connector.

Table Name	Fields
bank_transactions	Type, Contact, LineItems, BankAccount, IsReconciled, Date, DateString, Reference, CurrencyCode, CurrencyRate, Url, Status, LineAmountTypes, SubTotal, TotalTax, Total, BankTransactionID, PrepaymentID, OverpaymentID, UpdatedDateUTC, HasAttachments, ExternalLinkProviderName
contacts	ContactID, ContactNumber, AccountNumber, ContactStatus, Name, FirstName, LastName, EmailAddress, SkypeUserName, BankAccountDetails, TaxNumber, AccountsReceivableTaxType, AccountsPayableTaxType, Addresses, Phones, IsSupplier, IsCustomer, DefaultCurrency, UpdatedDateUTC, ContactPersons, XeroNetworkKey, SalesDefaultAccountCode, PurchasesDefaultAccountCode, SalesTrackingCategories, PurchasesTrackingCategories, TrackingCategoryName, TrackingCategoryOption, PaymentTerms, ContactGroups, Website, BrandingTheme, BatchPayments, Discount, Balances, HasAttachments, Attachments, HasValidationErrors, ValidationErrors
quotes	Contact, Date, ExpiryDate, Status, LineAmountTypes, LineItems, SubTotal, TotalTax, Total, TotalDiscount, UpdatedDateUTC, CurrencyCode, CurrencyRate, QuoteID, QuoteNumber, Reference, BrandingThemeID, Title, Summary, Terms, TrackingCategory
credit_notes	Type, Contact, Date, DueDate, DueDateString, Status, LineAmountTypes, LineItems, SubTotal, AppliedAmount, TotalTax, Total, UpdatedDateUTC, CurrencyCode, FullyPaidOnDate, CreditNoteID, CreditNoteNumber, Reference, SentToContact, CurrencyRate, RemainingCredit, Allocations, BrandingThemeID, HasAttachments, DateString, ID
invoices	Type, Contact, Date, DueDate, Status, LineAmountTypes, LineItems, SubTotal, TotalTax, Total, TotalDiscount, UpdatedDateUTC, CurrencyCode, CurrencyRate, InvoiceID, InvoiceNumber, Reference, BrandingThemeID, Url, SentToContact, ExpectedPaymentDate, ExpectedPaymentDateString, PlannedPaymentDate, PlannedPaymentDateString, HasAttachments, Payments, CreditNotes, Prepayments, Overpayments, AmountDue, AmountPaid, FullyPaidOnDate, AmountCredited, DueDateString, IsDiscounted, HasErrors, DateString
manual_journals	Date, LineAmountTypes, Status, Narration, JournalLines, Url, ShowOnCashBasisReports, HasAttachments, UpdatedDateUTC, ManualJournalID
overpayments	Type, Contact, Date, Status, AppliedAmount, LineAmountTypes, LineItems, SubTotal, TotalTax, Total, UpdatedDateUTC, CurrencyCode, OverpaymentID, CurrencyRate, RemainingCredit, Allocations, Payments, Reference, HasAttachments, ID, DateString
payments	Date, CurrencyRate, Amount, Reference, IsReconciled, Status, PaymentType, UpdatedDateUTC, Account, Invoice, CreditNote, Prepayments, Overpayment, BankAmount, HasValidationErrors, PaymentID, HasAccount, BatchPaymentID
prepayments	Type, ID, Contact, Date, Status, LineAmountTypes, LineItems, SubTotal, Total, UpdatedDateUTC, CurrencyCode, PrepaymentID, CurrencyRate, Reference, RemainingCredit, AppliedAmount, Allocations, Payments, HasAttachments, TotalTax, DateString
purchase_orders	Contact, Date, DeliveryDate, LineAmountTypes, PurchaseOrderNumber, Reference, LineItems, BrandingThemeID, CurrencyCode, Status, SentToContact, DeliveryAddress, AttentionTo, Telephone, DeliveryInstructions, ExpectedArrivalDate, PurchaseOrderID, CurrencyRate, SubTotal, TotalTax, Total, TotalDiscount, HasAttachments, UpdatedDateUTC, DeliveryDateString, Type, DateString, HasErrors, IsDiscounted, ExpectedArrivalDateString
journals	JournalID, JournalDate, JournalNumber, CreatedDateUTC, Reference, SourceID, SourceType, JournalLines
accounts	Code, Name, Type, UpdatedDateUTC, ReportingCodeName, SystemAccount, BankAccountType, TaxType, Description, Class, AccountID, BankAccountNumber, Status, ShowInExpenseClaims, CurrencyCode, ReportingCode, EnablePaymentsToAccount, HasAttachments
bank_transfers	FromBankAccount, ToBankAccount, Amount, Date, DateString, BankTransferID, CurrencyRate, FromBankTransactionID, ToBankTransactionID, HasAttachments, CreatedDateUTC, CreatedDateUTCString
employees	Status, FirstName, LastName, ExternalLink, UpdatedDateUTC, EmployeeID
expense_claims	User, Receipts, ExpenseClaimID, Payments, Status, UpdatedDateUTC, Total, AmountDue, AmountPaid, PaymentDueDate, ReportingDate
items	ItemID, Code, Name, IsSold, IsPurchased, Description, PurchaseDescription, PurchaseDetails, SalesDetails, IsTrackedAsInventory, InventoryAssetAccountCode, TotalCostPool, QuantityOnHand, UpdatedDateUTC
receipts	Date, Contact, LineItems, User, Reference, LineAmountTypes, SubTotal, TotalTax, Total, ReceiptID, Status, ReceiptNumber, UpdatedDateUTC, HasAttachments, Url, ID, ValidationErrors, Attachments
users	UserID, EmailAddress, FirstName, LastName, UpdatedDateUTC, IsSubscriber, OrganisationRole, ValidationErrors
branding_themes	CreatedDateUTC, SortOrder, Name, BrandingThemeID
contact_groups	Status, Name, ContactGroupID, HasValidationErrors
currencies	Description, Code
organisations	APIKey, Name, LegalName, PaysTax, Version, OrganisationType, BaseCurrency, CountryCode, IsDemoCompany, OrganisationStatus, RegistrationNumber, TaxNumber, FinancialYearEndDay, FinancialYearEndMonth, SalesTaxBasis, SalesTaxPeriod, DefaultSalesTax, DefaultPurchasesTax, PeriodLockDate, EndOfYearLockDate, CreatedDateUTC, Timezone, OrganisationEntityType, ShortCode, OrganisationID, LineOfBusiness, Addresses, Phones, ExternalLinks, PaymentTerms
repeating_invoices	Type, Contact, Schedule, LineItems, LineAmountTypes, Reference, BrandingThemeID, CurrencyCode, Status, SubTotal, TotalTax, TotalDiscount, Total, RepeatingInvoiceID, HasAttachments, ID
tax_rates	Name, TaxType, TaxComponents, Status, ReportTaxType, CanApplyToAssets, CanApplyToEquity, CanApplyToExpenses, CanApplyToLiabilities, CanApplyToRevenue, DisplayTaxRate, EffectiveRate
tracking_categories	Status, TrackingCategoryID, Option, TrackingCategoryName, TrackingOptionID, TrackingOptionName, Options, Name
linked_transactions	LinkedTransactionID, Status, Type, SourceTransactionID, SourceLineItemID, SourceTransactionTypeCode, ContactID, TargetTransactionID, TargetLineItemID, UpdatedDateUTC

Credentials Setup

Follow the steps below to get the credentials you need to use the Xero connector.

The first thing you need to do is log in to Xero, or create a free Xero developer account.

Enter the credentials and click on Log in button. Navigate to Xero Developer

You can create app by clicking "New app" button. A pop-out will appear.

Enter App name, integration type and fill mandatory fields. Click on the save buttton. Your app will be added.

Click on the name of the added app.

You will land on App details page. Click on Configuration from left nav pane.

You should add the Redirect URI https://hotglue.xyz/callback. Once you do, you can also get your Client ID and generate Client Secret. Now you can go ahead and copy it into hotglue.

Now you can insert the client id and client secret pair from the Keys section into your hotglue Xero source settings:

That's it!