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.
Finance and Accounting
List tenancies DDL, Webhook
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
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.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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