Xero and CSV integration + automation

Xero and CSV integrations couldn’t be easier with the Tray Platform’s robust Xero and CSV connectors, which can connect to any service without the need for separate integration tools.

Xero and CSV Connector Details

UsesFinance and Accounting
CategoryFinance and Accounting
Triggers
List tenancies DDLWebhook
Connector TypeTray Connector
Operations
List tenanciesApply paymentsCreate bank transferCreate contactsCreate invoice notesCreate update bank transactionCreate/update invoiceDelete invoiceDelete paymentEmail invoiceGet a paymentGet accountand 10 more...
View documentation
UsesMarketing
CategoryContact Management
Connector TypeTray Connector
Operations
Delete Rows By FilterDelete RowsDelete columnDelete columnsExport FileExport JSONFind Rows By FilterFormat CSVGenerate columns from objectGet RowGet Row CountGet Rowsand 13 more...
View documentation

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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