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Xero integration + automation

Xero integrations couldn’t be easier with the Tray Platform’s robust Xero connector, which connects any services without the need for separate integration tools.

Xero logo

Xero

Fast, easy Xero integrations

Build any Xero integration quickly and easily with the Tray Platform. With a visual, low-code interface, any business user in finance or accounting can use the Tray Platform to quickly connect Xero to any app in their tech stack—without needing developer resources. Whether you need to connect Xero to flat files (such as spreadsheets or CSVs) or customer records in your CRM or ERP applications, the Tray Platform is flexible enough to connect your Xero instance in exactly the way you need.

Connecting to Xero API has never been easier or faster. Our user-friendly interface lets business users drag-and-drop integrations between our Xero connector and the rest of their tech stack. From there, you can flow data between Xero and any other data source, even using data within custom fields.

With the Tray Platform, Xero users can also utilize automation to turn formerly time-consuming, manual processes into fast, error-free workflows. Our platform lets business users build workflows that bi-directionally sync data, update statuses and payment records, and make accounting and finance faster and more efficient than ever.

Xero Connector Details

Uses

Finance and Accounting

Category

Finance and Accounting

Triggers

List tenancies DDL, Webhook

Connector type

Tray Connector

Operations

Apply payments, Delete invoice, Delete payment, Email invoice, Get contact, Get invoice, Get invoice URL, List invoice numbers DDL, List invoices, List item codes DDL

See 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.

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021

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