What can I automate with the Xero integration?

Manage a Xero organisation's contacts, invoices, bills, quotes, credit notes and items, and read its chart of accounts and tax rates. Lodol supports 20 actions for Xero, which you can combine with any other app in a workflow.

How do I connect Xero to Lodol?

Authenticate Xero once from your workspace and every action and trigger it supports becomes available to drop into a workflow. There is no glue code to write or maintain.

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Xero

Accounting & Finance

Manage a Xero organisation's contacts, invoices, bills, quotes, credit notes and items, and read its chart of accounts and tax rates.

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20 actions

Actions

Steps your workflow can run in Xero.

Get the organisationRead the connected Xero organisation: its name, country, base currency, financial year end and lock dates.

List accountsList the organisation's chart of accounts. Use it to find the account code a line item should post to.

List tax ratesList the organisation's tax rates and the tax type codes line items use to override the default rate.

Create a contactCreate a customer or supplier contact. Xero refuses a name another contact already holds, archived ones included.

Update a contactChange a contact's details. Anything left blank keeps the value Xero already holds.

Get a contactRead one contact in full, including its addresses, contact people and outstanding balances.

List contactsFind contacts by name, email, contact code or company number, or page through all of them.

Archive or restore a contactArchive a contact so it can no longer be used on new transactions, or set it back to active. An archived contact keeps its name, so the name stays taken.

Create an itemCreate an untracked item — a saved product or service whose code fills in a line's description, price and account. Tracked inventory items are not created here.

List itemsList the organisation's saved products and services.

Delete an itemDelete an item. Xero cannot restore one afterwards; documents that already used it keep their lines.

Create an invoiceRaise a sales invoice or a bill against a contact. Created as a draft unless a different status is chosen; approving it posts journals and needs an account on every line.

Update an invoiceChange an invoice or move it between draft, awaiting approval and approved. Supplying line items replaces every line on the invoice.

Get an invoiceRead one invoice in full, with its line items, payments and credit notes applied.

List invoicesFind invoices and bills by status, contact, invoice number or reference. Every result carries its line items.

Delete or void an invoiceTake an invoice out of use. A draft or awaiting-approval invoice is deleted; an approved one with no payments against it is voided. Xero refuses the other way round.

Create a quoteRaise a quote for a contact. Created as a draft unless it is sent straight away.

List quotesFind quotes by status, contact, number or quote date.

Create a credit noteRaise a credit note against a customer or a supplier. Xero does not allow discounts on credit note lines.

List credit notesPage through the organisation's credit notes, newest change first. Every result carries its line items and allocations.