Xero
+
Konnectify
Xero Integration with Konnectify
Connect Xero’s cloud accounting with Konnectify to automate finance workflows—sync
contacts, create bills and invoices, track payments, and streamline bank transactions for
SMB accounting operations.
Contacts
Bills
Bank Transactions
Bank Transfers
Payments
Quotes
Sales Invoices
Credit Notes
Purchase Orders
History
7 Triggers
17 Actions
What is Xero?
Xero is cloud-based accounting software for small and medium-sized businesses. It helps
teams manage contacts, invoicing, bills, payments, and bank activity in one system.
Integrating Xero with Konnectify lets you keep finance data in sync across tools and automate
routine accounting workflows with reliable, auditable steps.
New to Xero?
Create an account and set up your organisation to start managing accounting in the cloud.
Visit Xero →
New to Konnectify?
Build workflows across your apps with triggers, actions, and data mapping—no heavy lifting.
Create Konnectify account →
What you can automate
•
Create or update Xero contacts from your CRM or forms
•
Generate sales invoices automatically and email them to customers
•
Sync new or updated bills and route them for approval
•
Track bank transactions and post notes for audit trails
•
Create and allocate supplier credit notes to reduce payables
•
Record payments against invoices/bills and notify downstream systems
API & authentication
Authentication: OAuth 2.0 authorization
Konnectify connects to Xero using OAuth 2.0. During connection, you’ll be redirected to Xero
to approve access. Konnectify stores tokens securely to maintain the connection (including
offline access), and you can revoke access any time from your Xero account.
This integration is designed around Xero Accounting API permissions, including access to:
- Contacts (read/write)
- Transactions such as invoices, bills, payments, bank transactions (read/write)
- Settings & reference data (read/write where applicable)
- Attachments and budgets (read where applicable)
Heads up on limits & eligibility
Xero enforces API rate limits and may restrict certain endpoints based on your Xero plan,
organisation settings, or user permissions. If a workflow fails due to throttling or
permission errors, reduce polling frequency, batch downstream processing, or adjust your
Xero user role.
How to connect
Prerequisites
- A Xero user with permission to authorize API access for the target organisation
- A Xero OAuth app (Client ID and Client Secret) from the Xero Developer portal
- A Konnectify account with permission to create and activate workflows
Add Xero to a Workflow
- In Konnectify, create a new workflow (or open an existing one).
- Select Xero as your trigger app or action app.
Authorize via OAuth 2.0
- Click Connect and enter your Xero Client ID and Client Secret.
- Sign in to Xero and approve access for the correct organisation (tenant).
Configure the Trigger or Action
- Select the Xero trigger/action you want to use.
- Choose the correct tenant/organisation (if prompted) and map fields.
- For create actions, ensure required reference values (e.g., contact, account, or invoice IDs) are available in prior steps.
Important: Xero objects often depend on IDs and status rules (for example,
updating quotes may require draft status). If an operation fails, confirm the target
record exists, belongs to the authorised tenant, and is in a valid state for the API.
Test the Workflow
- Run a test to fetch a recent sample (for triggers) or send a request (for actions).
- Verify created/updated records in Xero and confirm field mapping.
Activate the Workflow
- Turn the workflow on.
- Monitor early runs and adjust polling intervals, filters, and mappings as needed.
Triggers
7 total
Xero triggers run as polling triggers—Konnectify periodically checks Xero for
new or recently updated records and starts your workflow when changes are detected.
Contacts
1 triggers
New or Updated Contact
Polls Xero for contacts that have been created or modified recently.
Bills
1 triggers
New or Updated Bill
Polls Xero for bills that have been created or modified recently.
Bank Transactions
1 triggers
New or Updated Bank Transaction
Polls Xero for bank transactions.
Payments
1 triggers
New or Updated Payment
Polls Xero for payments.
Quotes
1 triggers
New or Updated Quote
Triggers when a quote is created or updated
Sales Invoices
1 triggers
New or Updated Sales Invoice
Triggers when an ACCREC invoice is created or updated
Credit Notes
1 triggers
New or Updated Credit Notes
Triggers when a credit note is created or updated
Actions
17 total
Use Xero actions to create, update, find, and annotate accounting records directly from your
workflows.
Bills
2 actions
Create Bill
Creates a new bill (Accounts Payable Invoice) in Xero.
Find Bill
Retrieve details of a specific Bill (ACCPAY) using its Invoice ID.
Bank Transfers
1 actions
Create Bank Transfer
Creates a new bank transfer transaction between two Xero bank accounts.
Bank Transactions
1 actions
Create Bank Transaction
Creates a new bank transaction (Spend, Receive, Prepayment, Overpayment) in Xero.
Credit Notes
2 actions
Create Credit Note
Creates a new credit note for a supplier (Accounts Payable) in Xero.
Update Credit Note Allocation
Updates details of an existing Credit Note.
Payments
3 actions
Create Payment
Creates a new payment for a specific invoice (Accounts Receivable) or bill (Accounts Payable) in Xero.
Delete Payment
Marks a payment as DELETED in Xero.
Send Invoice Email
Send an email for the selected Xero Invoice
Contacts
3 actions
Create Contact
Creates a new contact record in your Xero system.
Update Contact
Updates a contact record in your Xero system using ContactID.
Get Contact
Get detailed contact information from Xero
Quotes
2 actions
Create Quote
Creates a new quote in status for a specific contact in Xero.
Update Quote
Updates an existing quote in draft status for a specific contact in Xero.
Purchase Orders
1 actions
Create Purchase Order
Creates a new purchase order in Xero.
Sales Invoices
3 actions
Create Sales Invoice
Creates a new sales invoice (Accounts Receivable) in Xero.
Find Sales Invoice
Retrieve details of a specific Sales Invoice (ACCREC) using its Invoice ID.
Send Invoice Email
Send an email for the selected Xero Invoice
Note: “Send Invoice Email” appears under Payments above as well; you can use it anywhere in the workflow after selecting an invoice.
History
1 actions
Add Note to History
Adds a history note to a specific Xero record (Invoice, Contact, Payment, etc).
Note: “Send Invoice Email” is listed once in the Actions section under Sales Invoices. Use it after selecting or creating an invoice.
Actions included (17)
Create Bill; Create Bank Transfer; Create Bank Transaction; Create Credit Note; Update Credit Note Allocation; Create Payment; Delete Payment; Create Contact; Update Contact; Get Contact; Find Bill; Create Quote; Update Quote; Create Purchase Order; Create Sales Invoice; Find Sales Invoice; Add Note to History; Send Invoice Email.
If you see “Send Invoice Email” displayed in more than one module card above due to layout caching, treat it as a single action available in Xero actions.
Popular automations
Examples of common Xero workflows you can build with Konnectify using the triggers and
actions available in this connector.
Keep customer records enriched and audit changes
When a contact changes in Xero, automatically fetch full details and append a history note
for internal tracking or compliance.
New or Updated Contact
→
Get Contact
→
Add Note to History
Bill intake: notify and annotate new supplier bills
Detect newly created/updated bills and automatically add a note (e.g., “Sent for approval”)
to standardize your AP process.
New or Updated Bill
→
Find Bill
→
Add Note to History
Send invoices automatically when created/updated
When a sales invoice is created or changed in Xero, automatically email it (depending on
your invoice status and Xero settings).
New or Updated Sales Invoice
→
Send Invoice Email
Credit note allocation workflow
When a credit note changes, automatically update allocation details to keep supplier
balances accurate.
New or Updated Credit Notes
→
Update Credit Note Allocation
FAQ
How does Konnectify authenticate with Xero?
The connector uses OAuth 2.0. You authorize Konnectify in Xero and Konnectify uses
secure access/refresh tokens (including offline access) to call Xero APIs. You can revoke access
from Xero at any time.
Which Xero plans are supported?
Xero API access is generally available across standard business plans, but specific features can vary
by region, organisation configuration, and user role permissions. If an endpoint is unavailable,
Xero may return a permission or feature error—adjust the Xero user role or confirm feature availability
for your organisation.
Are Xero triggers webhook-based or polling?
All triggers in this connector are polling triggers. Konnectify checks Xero at a set interval
for new or updated records (such as contacts, bills, payments, quotes, invoices, and credit notes) and then
starts the workflow when changes are found.
How do I prevent duplicates when syncing to Xero?
This connector doesn’t include a dedicated “upsert” action. To avoid duplicates:
- Store Xero IDs (e.g., ContactID, InvoiceID) in your source system once created.
- Use Get Contact or Find Sales Invoice/Find Bill before creating new records.
- Add workflow conditions: “If ID exists → Update; else → Create”.
What happens if Xero rate limits the workflow?
If Xero returns rate-limit responses, Konnectify may retry according to platform retry policies. For sustained
high volume, reduce trigger polling frequency, add delays, and avoid unnecessary “find/get” calls in loops.
If you need help tuning for throughput, contact Konnectify support with the workflow run logs.
Can I connect multiple Xero organisations (tenants)?
Yes. Create separate connections in Konnectify (one per tenant/organisation). Then select the correct connection
when building each workflow to ensure data stays isolated per organisation.
Why does “Update Quote” fail for some quotes?
Xero applies status rules to certain objects. Quotes often can only be updated in specific states (commonly
Draft). If the quote has progressed (sent/accepted/declined), the API may reject updates.
In that case, create a new quote or adjust your workflow to update only eligible quotes.
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