Xero Integration

Base Integration and Authentication

OAuth 2.0 — Xero Developer

Establish a secure connection between Xero and Salesforce.

Configure the architecture to enable data services.

Create Suppliers

Accounting API Accounts — Xero Developer

PUT Suppliers in Xero if they meet the specified criteria (to be defined) on an Account Record in Salesforce.

Return the Xero ID to the Supplier Record in Salesforce.

One way sync. Salesforce to Xero.

Scheduled Process nightly sync.

Update Suppliers

Accounting API Accounts — Xero Developer

POST Supplier updates where a Xero ID has been established in Salesforce on the Account record.

One way sync. Salesforce to Xero.

Scheduled Process nightly sync.

Create Contacts

Accounting API Contacts — Xero Developer

PUT all Client Contacts from Salesforce to Xero when a new Service Agreement is created.

Return the Xero ID to the Contact Record in Salesforce.

One way sync. Salesforce to Xero.

Scheduled Process nightly sync.

Update Contacts

Accounting API Contacts — Xero Developer

POST all Client Contacts from Salesforce to Xero when a new Service Agreement is created.

One way sync. Salesforce to Xero.

Scheduled Process nightly sync.

Create Invoices

Accounting API Invoices — Xero Developer

Create an Invoice and Invoice Line Item when Invoice Line Item is created in Salesforce.

Retrieve the Status of the Invoice when it's updated in Xero via webhook.

Two way Sync. POST Invoice to Xero, update in Salesforce via webhook.

Scheduled Process nightly sync.

Retrieve Expenses

Accounting API Invoices — Xero Developer

GET Invoice (Bills) from Xero and match them to Suppliers and Agreement Items in Salesforce.

One way sync. Xero to Salesforce.

Scheduled Process nightly sync.

Expense Claims API is deprecated with a note in the documentation:

Important Update – October 2018: Last year, we announced the arrival of our new Xero Expenses product. Access to classic expense claims functionality is only available to customers who used it in the 6 months prior to 10 July 2018.

If you're planning on building a new expenses integration we suggest you create ACCPAY Invoices (bills) in Xero instead of using ExpenseClaims and Receipts.

Create Products/Items

Accounting API Items — Xero Developer

POST Products from Salesforce to Xero. This will be triggered via a Quick Action on a Price Book.

One way sync. Salesforce to Xero.

Need to confirm that this is the accurate API service for creating Products in Xero.