Xero

Connect fyrn to Xero to automate accounting workflows — create invoices, manage contacts, record payments, and track bank transactions through the Xero API.

Overview

Property	Value
Type	http
Authentication	oauth2
Category	Finance & Accounting

Configuration

Field	Type	Required	Description
tenant_id	string	Yes	Xero tenant ID (organisation UUID)
client_id	string	Yes	Xero OAuth2 client ID
client_secret	string	Yes	Xero OAuth2 client secret
refresh_token	string	Yes	OAuth2 refresh token

Available actions

Create Invoice

Create a new invoice in Xero. Supports both Accounts Receivable (ACCREC) and Accounts Payable (ACCPAY) invoices.

Endpoint	PUT /Invoices
Method	PUT

Get Invoice

Retrieve a single invoice by its ID from Xero.

Endpoint	GET /Invoices/{InvoiceID}
Method	GET

List Invoices

List invoices from Xero with optional filtering and pagination.

Endpoint	GET /Invoices
Method	GET

Create Contact

Create a new contact (customer or supplier) in Xero.

Endpoint	POST /Contacts
Method	POST

Get Contact

Retrieve a single contact by ID from Xero.

Endpoint	GET /Contacts/{ContactID}
Method	GET

List Contacts

List contacts from Xero with optional filtering and pagination.

Endpoint	GET /Contacts
Method	GET

Create Payment

Record a payment against an invoice in Xero.

Endpoint	PUT /Payments
Method	PUT

List Bank Transactions

List bank transactions (spend or receive money) from Xero.

Endpoint	GET /BankTransactions
Method	GET

Get Accounts

List all accounts from the chart of accounts in Xero.

Endpoint	GET /Accounts
Method	GET

Create Credit Note

Create a credit note in Xero to record a refund or credit against a contact.

Endpoint	PUT /CreditNotes
Method	PUT

Example flow

name: shopify-refund-to-xero
description: When a Shopify order is refunded, create a credit note in Xero and update the contact
trigger:
  type: webhook
  event: shopify.refund.created

steps:
  - id: find-contact
    connector: xero
    action: list-contacts
    params:
      where: 'EmailAddress == "{{ trigger.body.order.customer.email }}"'

  - id: create-credit-note
    connector: xero
    action: create-credit-note
    params:
      Type: "ACCREC"
      Contact:
        ContactID: "{{ steps.find-contact.result.Contacts[0].ContactID }}"
      Date: "{{ trigger.body.created_at | date: '%Y-%m-%d' }}"
      LineItems:
        - Description: "Refund for order {{ trigger.body.order.name }}"
          Quantity: 1
          UnitAmount: "{{ trigger.body.transactions[0].amount }}"
          AccountCode: "200"

  - id: update-contact
    connector: xero
    action: create-contact
    params:
      ContactID: "{{ steps.find-contact.result.Contacts[0].ContactID }}"
      Name: "{{ steps.find-contact.result.Contacts[0].Name }}"
      ContactStatus: "ACTIVE"