Xero

Learn how to use the Xero connector in DBSync Cloud Workflow

Overview

The Xero Connector in DBSync Cloud Workflow enables seamless integration between Xero Accounting Software and other business systems - including CRM platforms, ERPs, databases, and other SaaS applications. It provides secure connectivity to exchange financial and accounting data such as invoices, contacts, items, tax rates, accounts, and payments.

Using the Xero Connector, organizations can automate financial workflows, synchronize master and transactional data across systems, and eliminate manual data entry, ensuring data accuracy and operational efficiency.

Key Benefits

For Business Users:

• Unified Financial Data: Maintain synchronized accounting data across systems for real-time visibility.

• Process Automation: Reduce manual data entry and reconcile financial information automatically.

• Improved Compliance & Auditability: Consistent and accurate data supports financial reporting and compliance.

For Technical Teams:

• Secure API Connectivity: Uses OAuth 2.0 authorization for secure access to Xero data.

• Flexible Sync Options: Supports both real-time (event driven) and scheduled workflows.

• Broad Object Support: Works with both master and transactional objects in Xero.

Key Features

• Bi-directional data sync between Xero and supported applications.

• Automated scheduling for regular data transfers.

• Custom field mapping between Xero and target systems.

• Error handling and logging for troubleshooting.

• Pre-built templates for common use cases (For example, syncing invoices, contacts, payments).

Supported Xero Data Objects

The Xero Connector allows synchronization of a range of Xero object types, including:

Xero Object	Description
Contacts	Customers and suppliers
Invoices	Sales and purchase invoices
Payments	Payments related to invoices
Accounts	Chart of accounts
Items	Inventory items
Credit Notes	Credit notes issued/received
Employees	Employee records

These objects can be used in DBSync workflows to align financial data and automate accounting processes across systems.

Prerequisites

Before configuring the Xero connector, ensure you have the following:

1. DBSync Access:

• A valid license for Xero connector and access to the DBSync Cloud Workflow platform.

1. Xero Credentials:

• A Xero user account with permission to access accounting data and interact with the API.

Connector Configuration

Each Xero connector instance represents a single Xero organization. If you need to integrate multiple Xero organizations (for example, separate sandbox and production companies), create separate connections for each.

Authentication (OAuth 2.0)

The Xero connector uses OAuth 2.0 for authentication. When you initiate the connection, you will be redirected to Xero’s secure authorization page, where you need to grant DBSync access to the organization’s data.

Once authorized, the access token is stored securely by DBSync and used for API calls during workflow execution.

Quick Setup Guide

1

Log in to DBSync Cloud Workflow

Use your DBSync credentials to access the platform.

2

Add Xero Connector

Navigate to the connectors list in the Apps pane and select Xero to open the connector details for Xero.

3

Connect to Xero

In the Xero Connector configuration page, click Connect to Xero to initiate the OAuth authorization process.

4

Authorize in Xero

Log in to your Xero account and approve access for DBSync.

5

Confirm Connection

Upon success, the Xero organization name and authorized email will appear - indicating a successful connection.

Once connected, you can begin incorporating Xero objects into your workflows and sync rules.

Field Mapping

• Navigate to Mappings.

• Select Xero as the source or target.

• Map the required fields between Xero and your other application or database.

Scheduling Jobs

• Set up triggers for real-time or scheduled sync.

• Define the frequency (e.g., hourly, daily).

Common Use Cases

The Xero Connector can support a variety of business scenarios, including:

• Automated Invoice Posting: Synchronize invoices created in your CRM or e-commerce platform with Xero.

• Sync Contacts & Customers: Maintain a centralized customer master across systems.

• Financial Reporting Integration: Push data from line-of-business applications into Xero for consolidated financial reporting.

• Payment Reconciliation: Update payment status and receipts between external systems and Xero.

Uses

Xero connector helps to:

• Eliminate manual data entry by connecting Xero to other systems supported by DBSync.

• Automate business processes to increase efficiency across departments and reduce the need for data reconciliation.

• Ensure accuracy for your contacts, items, vendors, and invoice records when moving data in and out of Xero.

• Streamline accounting workflows by synchronizing financial data between Xero and your CRM, databases, or other business applications.

• Reduce errors and save time with automated data sync and real-time updates across platforms.

Troubleshooting

Issue	Possible Cause	Solution
Authentication failed	OAuth session expired	Reconnect via OAuth
Data not syncing	Incorrect field mapping	Check and update mappings
Permission errors	Insufficient Xero permissions	Update permissions in Xero
API rate limit exceeded	Too many requests	Reduce sync frequency

Frequently Asked Questions (FAQ)

Can I try the Xero Connector before purchasing?

Yes, DBSync offers a trial period for business teams to evaluate the connector before committing.

Q: Do I need to create a Xero app or manage API credentials?

No. Simply add the Xero Connector in DBSync and use the Connect with OAuth option to authenticate.

Q: Can I sync custom fields?

A: Yes, custom field mapping is supported where available.

Q: How do I handle duplicate records?

A: Xero doesn't allow duplicate records for most of its objects. DBSync will display an error message in the logs.

Does the Xero Connector support real-time synchronization?

Yes, you can configure workflows to run on a schedule or based on event-driven triggers.

Is the connector secure?

Yes, all data access is authenticated via OAuth 2.0 and stored securely with encryption.

Can I connect multiple Xero organizations?

Yes, by creating separate connector configurations for each organization.

Does the connector support write-back?

Yes, Xero objects can be updated or created from connected systems via DBSync workflows.

Summary

The Xero Connector in DBSync Cloud Workflow provides a powerful and flexible way to integrate Xero accounting data with your broader business systems. Automating data flows between Xero and external applications improves accuracy, increases efficiency, and helps ensure that financial and operational data are consistent across the enterprise.