Xero
Related pages:
Xero Technical Notes
Requirements
Environment variables
Name | Mandatory | Description | Values |
---|---|---|---|
REQUEST_MAX_RETRY |
false | Set how many time system try to make request to API on errors (3 by default) | any integer above 0 |
REQUEST_RETRY_DELAY |
false | Delay between retry attempts in milliseconds (1000 by default) | any integer above 0 |
REQUEST_TIMEOUT |
false | HTTP requests timeout in milliseconds (120000 by default) | any integer above 0 |
BASE_URL |
false | Base url for Xero API, https://api.xero.com/ by default |
any string |
Credentials
Authentication occurs via OAuth 2.0.
In order to make OAuth work, you need a new App in your Xero developer account - go to My Apps
, press New app
button, provide following information:
- App name - Any as you want
- Integration type - Web app
- Company or application URL - Provide iPaaS installation url
- Redirect URI - Same as above, but with additional
/callback/oauth2
at the end, more info
After app is created, go to Configuration
section where you can find Client id
and generate Client secret
. this fields required to component works
When you finish preparing application, you be able to add new Credentials on platform:
- Select existing Auth Client from drop-down list
Choose Auth Client
or create the new one:
Add Auth Client
- Name - (string, required) Any as you want
- Client ID - (string, required) Provide by Xero app
- Client Secret - (string, required) Provide by Xero app
- Authorization Endpoint - (string, required) Url to Xero authorization -
https://login.xero.com/identity/connect/authorize
- Token Endpoint (string, required) - Url to Xero refresh token -
https://identity.xero.com/connect/token
- Name Your Credential - (string, required) Any as you want
-
Scopes - (string, required) Provide list with needed data that you want to be able to have access, full list and description, minimum required list -
openid, profile, email, offline_access
- click on
Authenticate
button - if you have not logged in Hubspot before, then log in by entering data in the login window that appears - click on
Verify
button for verifying your credentials (it use request to /connections) - click on
Save
button for saving your credentials
Triggers
Get Updated Objects Polling
Retrieve all the updated objects within a given time range.
Configuration Fields
- Object Type - (string, required): Object-type to lookup on. E.g
Invoices
. - Start Time - (string, optional): The timestamp, in ISO8601 format, to start polling from (inclusive). Default value is the beginning of time (January 1, 1970 at 00:00.000).
- End Time - (string, optional): The timestamp, in ISO8601 format, to end at (inclusive). Default value is never.
Actions
Lookup Object (at most one)
Lookup a single object by a selected field that uniquely identifies it.
Configuration Fields
- Tenant - (required, dropdown): Select tenant you want to make request
- Object Type - (string, required): Object-type to lookup on. E.g
Users
. - Lookup Criteria - (object, required): A list of object parameters that can uniquely identify the object in the database.
- Allow criteria to be omitted - (boolean, optional): If selected field
Lookup Criteria Value
becomes optional. - Allow zero results - (boolean, optional): When selected, if the object is not found - an empty object will be returned instead of throwing error.
- Include attachments - (optional, checkbox): If selected, system will include all object attachments as array in
Attachments
key - Upload attachments to platform - (optional, checkbox) If selected, system will include all object attachments as array in
Attachments
key and upload them to platform storage, original Xero url will be saved asOriginalUrl
Input Metadata
- Lookup Criteria Value - (string, required unless
Allow criteria to be omitted
is selected): Value for unique search criteria inLookup Criteria
configuration field.
Output Metadata
result
object with result of lookup as value.
Lookup Objects (plural)
Lookup a set of object by defined criteria list. Can be emitted in different way.
Configuration Fields
- Object Type - (string, required): Object-type to lookup on
- Emit Behavior - (dropdown, required): Defines the way result objects will be emitted, one of
Emit all
,Emit page
orEmit individually
- Tenant - (required, dropdown): Select tenant you want to make request
- Include attachments - (optional, checkbox): If selected, system will include all object attachments as array in
Attachments
keyPlease Note: there will be additional request for each object which has attachments
- Upload attachments to platform - (optional, checkbox) If selected, system will include all object attachments as array in
Attachments
key and upload them to platform storage, original Xero url will be saved asOriginalUrl
Please Note: there will be more additional requests for each object: get attachments from Xero, download each and upload it to platform
Input Metadata
- Search Criteria - (array, optional): Search terms are to be combined with the AND operator, represent Xero
Where
filter, example:
["Contact.ContactID = guid(\"96988e67-ecf9-466d-bfbf-0afa1725a649\")", "Type.StartsWith(\"ACC\")", "Date >= DateTime(2022, 06, 04)", "Date < DateTime(2022, 06, 05)"]
- Order by - (array, optional): Ordering direction, example:
["Status asc", "Date desc"]
If selected Emit Behavior
is Emit page
additionally fields will be added:
- Page Number - (number, defaults to infinity): Indicates total pages to be fetched
- Page Size - (number, defaults to 100): Indicates number of objects pear page
Output Metadata
For Emit All
or Emit Page
mode: An object, with key results
that has an array as its value.
For Emit Individually
mode: Each object which fill the entire message.
Make Raw Request
Executes custom request
Configuration Fields
- Don’t throw error on 404 Response - (optional, checkbox) Treat 404 HTTP responses not as error, defaults to
false
- Tenant - (required, dropdown) Select tenant you want to make request
Input Metadata
- Url - (string, required) Path of the resource relative to the base URL
- Method - (string, required) HTTP verb to use in the request, one of
GET
,POST
,PUT
,PATCH
,DELETE
- Request Body - (object, optional) Body of the request to send
Output Metadata
- Status Code - (number, required) HTTP status code of the response
- HTTP headers - (object, required) HTTP headers of the response
- Response Body - (object, optional) HTTP response body
Upsert Object
Updates (of record found) or creates a new object.
Configuration Fields
- Tenant - (required, dropdown): Select tenant you want to make request
- Object Type - (dropdown, required): Object-type to upsert. E.g
Invoice
.
Input Metadata
- [Object Type]ID - (string, optional): ID of the object to upsert.
And dynamically generated fields according to chosen
Upsert Schema
.
Please Note: to create object, minimum required fields needs to be filled:
Invoice
: Type, Contact, LineItemsContact
: Name
Please also Note: If object with provided ID not found, component create a new object
Output Metadata
Result object from upsert.
Void approved invoices or bills
If an invoice has been AUTHORISED it cannot be deleted but you can set it’s status to VOIDED
Configuration Fields
- Tenant - (dropdown, required) Select tenant you want to make request
Input Metadata
- Invoice ID - (string, required): Xero generated unique identifier for invoice
Output Metadata
- Updated invoice
Known limitations
Please visite Xero API limits