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.

Popular Xero integrations

Business professionals that want to integrate Xero with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Uses

Finance and Accounting

Category

Finance and Accounting

Connector type

Tray Connector

Triggers

List tenancies DDL, Webhook

Operations

Apply payments, Create bank transfer, Create contacts, Create invoice notes, Create update bank transaction, Create/update invoice, Delete invoice, Delete payment, Email invoice, Get a payment

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
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.

Popular Finance and Accounting Connectors

Make anything happen See Tray.io in action

Enterprises and rapidly growing firms trust the Tray Platform

Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

  • AdRoll
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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access