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Xero Integration

Xero is an online accounting software designed to simplify financial management for small businesses and accounting professionals. Its purpose is to streamline bookkeeping, invoicing, and financial reporting processes, making it easier for users to manage their finances and stay on top of their financial health. Xero offers various automation features, such as bank reconciliation, recurring invoices, and automatic payment reminders, which help users automate repetitive accounting tasks and improve accuracy in financial data. This automation is particularly valuable for small business owners, bookkeepers, and accountants, as it automates tasks like data entry, transaction categorization, and financial statement generation, ultimately saving time and reducing the risk of human errors. With Xero's automation capabilities, users can focus on strategic financial planning and decision-making, ensuring better financial visibility and smoother financial management for their businesses.

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Actions

Action components allow you to perform operations on the app.

Create Item

Create an item. See the docs here.

Create Payment

Create a payment for an invoice, credit note, prepayment or overpayment. See the docs here.

Find Invoice

Find an invoice by Invoice Number or Reference. See the docs here.

Get Contact

Get a contact by ID. See the docs here.

Get Transactions

Get transactions. See the docs here.

List Invoices

List invoices. See the docs here.

Update Contact

Update a contact. See the docs here.

How to Integrate Xero?

For Xero integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Xero.
  5. Drag and drop the Xero component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Xero account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!