How to connect Xero to Albato

Xero: Accounting software automation
Xero
·
2/8/2024
·
3 min. read

Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps.

Available Triggers:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • New Contact
  • Contact Updated
  • New Invoice
  • Invoice Updated

Available Actions:

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Create Contact
  • Update Contact
  • Get Contact by ID
  • Create Invoice
  • Update Invoice
  • Get Invoice by ID

Before setting up integrations with Xero connect the app to Albato.

To do this, go to the Apps section and click the Add a connection button.

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Select the app and click the Add a connection button.

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Come up with a name for your connection.

Enter your Client ID, Client Secret and click the Continue button.

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How to get Client ID and Client Secret

To integrate Xero with Albato, create your own application. Sign in to the developer account under your Xero account.

Open My Apps tab and click the New app button.

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Come up with a name for your connection.

Specify the address of your company's website or a random URL in the Company or application URL field.

Paste https:​//r.albato.com/oauth/back/state in the Redirect URI field.

Read the Xero Developer Platform Terms & Conditions and check the box.

Click the Create app button.

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Open the Configuration tab.

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Click the Generate a secret button.

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Copy your Client ID and Client Secret values.

Paste them into the Albato connection fields.

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The connection is ready!


Xero