# Xero ## 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. 2. **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 {% stepper %} {% step %} ### Log in to DBSync Cloud Workflow Use your DBSync credentials to access the platform. {% endstep %} {% step %} ### Add Xero Connector Navigate to the connectors list in the Apps pane and select **Xero** to open the connector details for Xero. {% endstep %} {% step %} ### Connect to Xero In the Xero Connector configuration page, click **Connect to Xero** to initiate the OAuth authorization process.
{% endstep %} {% step %} ### Authorize in Xero Log in to your Xero account and approve access for DBSync. {% endstep %} {% step %} ### 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. {% endstep %} {% endstepper %} #### 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. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.mydbsync.com/cloud-workflow/2026_connectors_new/xero.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.