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Xero

Xero is a cloud-based accounting software platform designed for small and medium-sized businesses, providing tools for invoicing, bank reconciliation, inventory management, payroll, and financial reporting to simplify business finances.

Xero icon

Power end-to-end data operations for your Xero API with Nexla. Our bi-directional Xero connector is purpose-built for Xero, making it simple to ingest data, sync it across systems, and deliver it anywhere — all with no coding required. Nexla turns API-sourced data into ready-to-use, reusable data products and makes it easy to send data to Xero or any other destination. With comprehensive monitoring, lineage tracking, and access controls, Nexla keeps your Xero workflows fast, secure, and fully governed.

Features

Type: API

SourceDestination

  • Seamless API Integration: Connect to any endpoint as source or destination without coding, with automatic data product creation
  • Visual Composition & Chaining: Build complex integrations using visual templates, chain API calls, and compose workflows with data validation and filtering
  • API Proxy: Expose curated slices of your data securely with a secure and customizable API proxy that validates and transforms data on the fly
  • Request optimization with intelligent batching, retry, and caching to minimize API calls and costs

Prerequisites​

Before creating a Xero credential in Nexla, you need to set up an OAuth 1.0a integration in the Xero Developer Portal and obtain the required credentials. This integration enables programmatic access to the Xero API without requiring user interaction for each request.

OAuth 1.0a Setup​

OAuth 1.0a authentication provides secure, token-based access to the Xero API. The OAuth flow allows Nexla to access your Xero account on your behalf. For detailed information about setting up OAuth 1.0a authentication, see the Xero API documentation.

  1. Access Xero Developer Portal: Sign in to your Xero account and navigate to the Xero Developer Portal.

  2. Create an OAuth App: Create a new OAuth app in the developer console. This will generate a Consumer Key and Consumer Secret that you'll use for authentication.

  3. Configure OAuth Settings: Configure your OAuth app settings, including redirect URIs and scopes. The redirect URI should match the callback URL provided by Nexla during the OAuth flow.

  4. Obtain Consumer Credentials: Copy your Consumer Key and Consumer Secret from the OAuth app settings. These credentials are used to authenticate with the Xero OAuth 1.0a service.

Authenticate​

Create a credential in Nexla​

  1. After selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

New Credential Overlay – Xero

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  1. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

  2. Complete the OAuth authorization flow by following the prompts to authorize Nexla to access your Xero account. The OAuth flow will automatically handle token exchange and refresh. During the authorization process, you will be redirected to Xero to grant permissions to Nexla.

    The OAuth 1.0a flow provides secure, token-based access to the Xero API. The authorization process requires you to sign in to your Xero account and grant permissions to Nexla. For detailed information about Xero API authentication, see the Xero API documentation.

    All OAuth configuration settings are automatically handled by Nexla. You only need to complete the authorization flow by clicking the Authorize button and granting permissions to Nexla in the Xero authorization page.

  3. Click the Save button at the bottom of the overlay. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation.

Use as a data source​

To create a new data flow, navigate to the Integrate section, and click the New Data Flow button. Select the Xero connector tile, then select the credential that will be used to connect to the Xero instance, and click Next; or, create a new Xero credential for use in this flow.

Endpoint templates​

Nexla provides pre-built templates that can be used to rapidly configure data sources to ingest data from common Xero endpoints. Select the endpoint from which this source will fetch data from the Endpoint pulldown menu. Available endpoint templates are listed in the expandable boxes below.

Get All Invoices

This endpoint template retrieves all invoices from your Xero account. Only a summary of the contact is returned and no line details are returned - this is to keep the response more compact. Use this template when you need to access invoice information, billing data, or invoice metadata for analysis, reporting, or integration purposes.

  • This endpoint automatically retrieves all invoices from your Xero account. No additional configuration is required beyond selecting this endpoint template. The endpoint uses page-based pagination to handle large result sets efficiently. Nexla will automatically follow the pagination to fetch subsequent pages of invoice data.

This endpoint returns all invoices from your Xero account, including invoice IDs, contact summaries, amounts, dates, and other invoice metadata. Only a summary of the contact is returned and no line details are returned - this is to keep the response more compact. The endpoint uses page-based pagination to handle large result sets efficiently. Nexla will automatically follow the pagination to fetch subsequent pages of invoice data.

For detailed information about invoices, API response structures, pagination, and available invoice data, see the Xero API documentation.

Once the selected endpoint template has been configured, click the Test button to the right of the endpoint selection menu to retrieve a sample of the data that will be fetched. Sample data will be displayed in the Endpoint Test Result panel on the right, allowing you to verify that the source is configured correctly before saving.

Manual configuration​

Xero data sources can also be manually configured to ingest data from any valid Xero API endpoint, including endpoints not covered by the pre-built templates, chained API calls, or custom request parameters. Select the Advanced tab at the top of the configuration screen, and follow the instructions in Connect to Any API to configure the API method, endpoint URL, date/time and lookup macros, path to data, metadata, and request headers.

Xero API endpoints typically follow the pattern https://api.xero.com/api.xro/2.0/{endpoint_path}, where {endpoint_path} is the endpoint path (e.g., Invoices, Contacts, Accounts). The endpoint requires OAuth 1.0a authentication, which is handled automatically by your credential configuration.

Once all of the relevant settings have been configured, click the Create button in the upper right corner of the screen to save and create the new Xero data source. Nexla will now begin ingesting data from the configured endpoint and will organize any data that it finds into one or more Nexsets.