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Xero Connector Configuration Guide

The Xero Connector in Rayven.io integrates directly with Xero’s Accounting API, allowing you to manage accounts, bank transactions, and contacts from within your workflows.

What It Does

  • Connects to Xero’s API to retrieve and update financial data.

  • Automates workflows involving accounts, transactions, and contact management.

  • Uses secure OAuth 2.0 authentication with Xero.

  • Supports both real-time triggers and scheduled data retrieval.

How to Use

Rayven Workflow Implementation

  1. Obtain Xero API Access

  2. Add Xero Credentials in Rayven

    • Go to Settings → Credentials in Rayven.io.

    • Add your Access Token and save.

  3. Add Xero Nodes to Your Workflow

    • From Input Nodes, select a preconfigured Xero operation such as Accounts List or Retrieve Bank Transactions.

  4. Configure & Test

    • Set the API URL and parameters (if any).

    • Test to confirm data retrieval or updates work as expected.

 Preconfigured Xero Endpoints

Endpoint Name Description Type API Documentation
Accounts List Retrieve a list of all accounts within your Xero organization. Input Accounts API
Update Account Update an existing account’s details. Output Update Account
Retrieve Bank Transactions Get all bank transactions for your Xero organization. Input Bank Transactions API
Create Contact Add a new contact to Xero. Output Create Contact
Get Contact Retrieve details of a specific contact. Input Get Contact
Get All Contacts List all contacts in your Xero organization. Input List Contacts
Update Contact Modify an existing contact’s details. Output Update Contact
 

 Configuration Fields

Field Requirement Description
Node Name* Required Internal name for the node.
Endpoint Required The specific Xero API operation to use (e.g., Accounts List).
API URL* Required Xero API endpoint URL for the selected operation.
Access Token Required Xero OAuth 2.0 access token for authentication.
Trigger Optional Enable to run the node on a schedule or event.
Interval Between Trigger Events Optional Time gap between automated trigger executions.
Interval Units Optional Measurement units for the trigger interval (e.g., seconds, minutes, hours, days).
Activation Optional Enable or disable the node in the workflow.
Trigger Using Filter Optional Run the node only when specific conditions are met.
Logical Operand* Optional Logical operator (e.g., AND, OR) for combining filter conditions.
Select Data Source Filter* Optional Filter definition for narrowing retrieved data.
 

 Adding Custom Endpoints

If your needed operation is missing:

  1. Use the HTTP Request Node

    • Select Xero as the credential type.

    • Provide:

      • API endpoint URL (Xero API Docs)

      • HTTP method (GET, POST, PUT, DELETE)

      • Headers and payload as required.

  2. Request a New Endpoint from Rayven Support

    • Provide the Xero API method name and required parameters.

    • Most requests are added within 72 hours.

 Authentication

Method Notes
OAuth 2.0 Access Token Required for all operations. Obtained from the Xero Developer Portal when creating your app.
 

 Best Practices

  • Use scoped access tokens to limit permissions.

  • Refresh tokens before expiration to avoid workflow interruptions (Token Refresh Docs).

  • Apply filters to reduce large data retrievals.

  • Test with a Xero demo company before production.

 Use Cases

  • Automating bank transaction imports into Rayven dashboards.

  • Keeping customer contact lists synced between Xero and other systems.

  • Generating automated reports of account balances.

  • Triggering alerts for specific financial events.

 FAQ (Chatbot Q&A Layer)

Q: What operations can I perform with the Xero Connector?
A: Accounts management, bank transaction retrieval, and contact management.

Q: How do I authenticate?
A: Use an OAuth 2.0 Access Token from the Xero Developer Portal.

Q: Can I use Xero APIs not listed here?
A: Yes — use the HTTP Request Node.

Q: Does the connector support data updates as well as retrieval?
A: Yes — certain endpoints (e.g., Update Account, Update Contact) allow updates.

Q: Can I schedule regular data imports from Xero?
A: Yes — enable triggers with intervals.