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

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.

Automate Xero without limits

Build Xero automation to scale payroll, order processing, record-keeping, or any other accounting processes. The Tray Platform gives any business user the power to seamlessly flow data between the Xero API and the rest of your tech stack, including your CRM, ERP, or data warehouse. As a result, business users can automate all those manual tasks that used to take hours to perform and execute them in moments.

We designed the Tray Platform to connect at the API level with the flexibility to trigger any operation. Additionally, the platform’s full set of data helpers and custom logic operators empowers you to build out automated processes that extract, transform, and load your most important financial and accounting data in exactly the way you need to. Now, you can use automation to sync finance records across your stack, auto-process orders and payments, and much more.

With the Tray Platform, you can take your Xero data farther than ever before. Business users in finance, operations, sales, customer service, and other departments across the organization can use the platform to dramatically increase their efficiency and productivity.

Next-level Xero automated processes

Even though the low-code Tray Platform is user-friendly enough for business users, it also easily handles heavy-duty data projects that touch billions of records daily. Because we built the Tray Platform on elastic, serverless architecture, it can manage vast quantities of data at scale.

Our platform is robust enough to run automated workflows that execute a variety of sophisticated, multi-step processes. Need to bi-directionally sync sales and customer revenue figures between Amazon Marketplace and Xero? Need to dynamically auto-update payroll details for your entire company, from onboarding to employment status changes to offboarding? Need to process e-commerce operations end-to-end from initial orders to payment processing with Stripe to record-keeping? The Tray Platform is flexible enough and scalable enough to handle all these use cases and more.

Our platform offers enterprise-grade security, including SOC 2 Type 2, and compliance with important data privacy regulations such as GDPR and CCPA. That’s why IT and technical experts trust the Tray Platform to handle even the most sensitive financial data.