Xero

Xero Help & Support

  • How to Get Started with Xero on Zapier
  • Common Problems with Xero
  • Popular Things To Do With Xero

How to Get Started with Xero on Zapier

About Xero's Integration#

  • Admin/owner permissions: Standard or Adviser level rights
  • Paid/versioned account: Paid
  • Custom field support: N/A
  • Partner’s documentation: N/A

Connecting with Xero#

The first thing you'll need to do is connect your Xero Account to Zapier. This is a simple process that we'll start for you when making your first Zap, all you do is click "connect your Account":

Get started by connecting your account.

Then Zapier will ask you to give your Account a name. It doesn't matter what you call it because this is just a handy label for you to recognize it later in case you have multiple Xero accounts or companies to connect:

Label your Xero account or company.

The next page may ask you to sign into Xero if you haven't already:

Sign in to Xero if you haven't.

Next, Xero will ask you to confirm your intention to connect Xero to Zapier, just select whichever company you'd like to connect and click authorize. You'll be redirected back to Zapier automatically after that.

Click authorize for the Xero company you'd like to connect.

Finally, your Account is added! We'll automatically test it and ensure everything is good to go. You can now continue to connect your account.

Zapier will automatically test your account.

Common Problems with Xero

How do I use line items with Xero?#

To use line items in Zapier, you'll usually want to ensure that both the trigger and the action you're using have line item support on Zapier.

In Zapier's Xero integration, the “New Payment,” “New Bill,” and “New Sales Invoice” triggers offer line item support, as do the “Create Bill,” “Create Sales Invoice,” and “Create Purchase Order” actions.

If you want to learn more about how line items work, read our Guide to Line Items here.

I can't connect my Xero account#

The Xero account you're connecting with must have either Standard or Advisor level rights in order to use the Xero API, which is required for connecting with Zapier. Read-only, Invoice Only, and Cashbook Client roles don't have the ability to use the API.

My account keeps getting disconnected#

This can happen if a second connection to Xero from the same account has taken place. If, under a separate Zapier account, you try to connect to the same organisation in Xero, this will replace the previous connection. To resolve, only connect your Xero account to one Zapier account.

Error: A validation exception occurred, The TaxType field is mandatory, Account code must be specified.#

Non-US customers will often get this error when creating an invoice in Xero. To fix this, make sure to fill out a Line Account Code in the action:

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Even though the field is marked Optional, Xero requires it in certain cases.

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