Provides integration into Xero including the ability to create, update and query master data and transactions.

Revision History

1.0.0.4 - changed the GenerateCertificate to include the start and end certificate lines.


Properties

Connection

Type: Connection Input
ConsumerKey
Type: String

CertificateBase64
Type: Multiline Text

CertificatePassword
Type: Password

The Connection Property. Refer to Setting up a Connection to Xero for more details.

Action

Type: List Input
GenerateCertificate - used to create a Connection to Xero
Create - create a record or transaction
Update - update a record or transaction
Find - search for a record or transaction with a SQL-style filter
FindById - retrieve a specific record or transaction by its ID
The Action to be taken. Note that GenerateCertificate is a special Action (see Setting up a Connection Xero)

Module

Type: List Input
Accounts
Allocations
Attachments
BankTransactions
BankTransfers
BrandingThemes
Contacts
ContactGroups
CreditNotes
Currencies
Employees
ExpenseClaims
Files
Folders
Inbox
Associations
Invoices
Items
Journals
LinkedTransactions
ManualJournals
Overpayments
Payments
PdfFiles
Prepayments
PurchaseOrders
Receipts
RepeatingInvoices
Reports
Setup
TaxRates
TrackingCategories
Users
The Module to perform the selected action against.

RequestXml

Type: Xml Input
The request to be executed. Load an appropriate Node Sample to see the structure of the request.

ResponseXml

Type: Xml Output
The response information received back when execution has completed.

Remarks

To begin using this Connector, refer to Setting up a Connection to Xero. Once the Connection has been set up, load an appropriate Node Sample.

For additional information on supported requests, refer to https://developer.xero.com/documentation/api/api-overview.

Setting up a Connection to Xero


1. Prepare a certificate

  • Create a new Flowgear Workflow and drop the Xero Connector on to it
  • Set the Action property to GenerateCertificate
  • Run the Workflow (or run the Node)
  • Open the ResponseXml property in the logs, it contains information needed for the steps below.

2. Configure your Xero account

  • In a separate browser tab, open https://app.xero.com/Application/ (click Add Application if you're not automatically taken to the Setup an Application screen)
  • Under Are you developing a Public or Private application?, select Private
  • Under Application Name type Flowgear
  • Under Please select which organisation your application can access select the Xero organisation you want to integrate into
  • Under X509 Public Key Certificate paste in the text below the Public Key (about 10 rows of text, include rows containing -----BEGIN CERTIFICATE----- and -----END CERTIFICATE-----, but exclude the row containing Public Key:)
  • Check the I have read and agree to the Xero Developer Platform checkbox (after reading the terms of course!)
  • Click Save
  • Once the save has completed, click the Show button on the right-hand side of the screen next under Consumer Key
  • Copy the revealed key (it is used in the step below)

3. Set up a Connection to Xero in Flowgear

  • In a separate browser tab, sign in to Flowgear, click Connections and Add a new Connection
  • Click the Node property and choose Xero
  • Paste the consumer key that you copied in section 2 into the ConsumerKey property of the Connection
  • Click the CertificateBase64 property
  • Copy the text under Private Key (about 30 rows) from the ResponseXml activity log in section 1 and paste it into the textbox for ConsumerKey, click the checkbox to close the property screen
  • Copy the text under Password from the ResponseXml activity log in section 1 and paste it into the CertificatePassword property
  • Save the Connection
  • Test the Connection by clicking the Play button

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