Xero
Get started with the Xero target!
Obtain the OAuth Credentials
If you need to figure out how to access the necessary credentials, head to Xero's docs for a detailed walk through.
Supported Entities
Currently the Xero target does not currently support all entities. Don't see the entity you want? Contact us​
Entity | Support |
|---|---|
Journal Entries | 🟢 Yes |
Enable the Xero target
Head to your flow, and go to the target options.
Note
The Xero target is designed for flows with a user configurable target. Do not use it for a normal flow, or you will get unexpected behavior. You can change this setting under the Details page of your flow.
Enable Xero target
Select the Xero target, and you'll be prompted to provide your OAuth credentials.
Provide Xero OAuth credentials
Data format
Each entity that can be synced to Xero must be in the correct format before posting.
Journal Entries
When sending Journal Entries to the Xero target, the file must be named JournalEntries.csv have the following columns.
Column Name | Description |
|---|---|
Transaction Date | The day the transaction occurred |
Journal Entry Id | The ID of the Journal Entry (becomes the DocNumber in QBO) |
Account Number | |
Account Name | If you aren't using Account Numbers, it will use this column to find the Account |
Class | |
Customer Name | |
Amount | Must be a POSITIVE number |
Posting Type | Either "Debit" or "Credit" |
Description | Description for the entry |
Currency | Optional. Allows you to specify a different currency code |
Below is an example JournalEntries.csv
Updated 9 months ago