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| 1 | +# Xero Accounting |
| 2 | +The Xero accounting software uses a single unified ledger, which allows users to work in the same set of books regardless of location or operating system. Its features include automatic bank feeds, invoicing, accounts payable, expense claims, fixed asset depreciation, purchase orders, bank reconciliations, and standard business and management reporting. |
| 3 | + |
| 4 | +## Publisher: Hitachi Solutions |
| 5 | + |
| 6 | +## Prerequisites |
| 7 | +To use this connector, you need the following |
| 8 | + |
| 9 | +- A Microsoft Power Apps or Power Automate plan with custom connector feature |
| 10 | +- A Xero account with either the demo company or a paid subscription tenant |
| 11 | +- A Xero developer account with a configured OAuth 2.0 application |
| 12 | + |
| 13 | +## Obtaining Credentials |
| 14 | +After signing in at [developer.xero.com](https://developer.xero.com/), navigate to the My Apps section and create a new app. Give it a descriptive name and choose Web App as the integration type. Enter your company URL and for the OAuth 2.0 redirect URIs field, use `https://global.consent.azure-apim.net/redirect`. Agree to the terms and conditions and create the app. Copy the client ID created and then generate and copy the client secret - these will be used when configuring the custom connector. If you are going to build triggers for your Xero tenant, that configuration is on the Webhooks tab in this app. Since Xero allows for triggers based on contacts and invoices but only allows one URL per app, best practice is to create a second app to trigger the second object changes. |
| 15 | + |
| 16 | +## Getting Started |
| 17 | +Follow the guide provided by Xero on [developer.xero.com](https://developer.xero.com/documentation/getting-started/getting-started-guide). In order to use Xero webhooks as triggers in Power Automate, follow this [guide](Getting Started with Xero App Webhooks.md). |
| 18 | + |
| 19 | +## API Documentation |
| 20 | +[Xero Accounting API](https://developer.xero.com/documentation/api/api-overview) |
| 21 | + |
| 22 | +- [Bank Transfers](https://developer.xero.com/documentation/api/bank-transfers) |
| 23 | +- [Contacts](https://developer.xero.com/documentation/api/contacts) |
| 24 | +- [Invoices](https://developer.xero.com/documentation/api/invoices) |
| 25 | +- [Payments](https://developer.xero.com/documentation/api/payments) |
| 26 | +- [Purchase Orders](https://developer.xero.com/documentation/api/purchase-orders) |
| 27 | + |
| 28 | +## Supported Operations |
| 29 | +This connector supports the following operations: |
| 30 | + |
| 31 | +### Action: Create a contact |
| 32 | +Add a contact in a Xero organisation. |
| 33 | + |
| 34 | +### Action: Get a contact |
| 35 | +Retrieve a contact in a Xero organisation. |
| 36 | + |
| 37 | +### Action: Get contacts |
| 38 | +Retrieve a list of contacts in a Xero organisation. |
| 39 | + |
| 40 | +### Action: Update a contact |
| 41 | +Update a contact in a Xero organisation. |
| 42 | + |
| 43 | +### Action: Get sales invoices |
| 44 | +Retrieve sales invoices in a Xero organisation. |
| 45 | + |
| 46 | +### Action: Get a sales invoice |
| 47 | +Retrieve a sales invoice in a Xero organisation. |
| 48 | + |
| 49 | +### Action: Create a payment |
| 50 | +Apply a payment to approved AR and AP invoices. |
| 51 | + |
| 52 | +### Action: Get payments |
| 53 | +Retrieve either a list of payments for invoices and credit notes. |
| 54 | + |
| 55 | +### Action: Get a payment |
| 56 | +Retrieve either a payment for invoices and credit notes. |
| 57 | + |
| 58 | +### Action: Create a purchase order |
| 59 | +Add a purchase order in a Xero organisation. |
| 60 | + |
| 61 | +### Action: Get a purchase order |
| 62 | +Allows you to retrieve a purchase order. |
| 63 | + |
| 64 | +### Action: Get purchase orders |
| 65 | +Allows you to retrieve purchase orders. |
| 66 | + |
| 67 | +### Action: Create a bank transfer |
| 68 | +Create a bank transfer in a Xero organisation. |
| 69 | + |
| 70 | +### Action: Get a bank transfer |
| 71 | +Retrieve a bank transfer in a Xero organisation. |
| 72 | + |
| 73 | +### Action: Get bank transfers |
| 74 | +Retrieve a list of bank transfers in a Xero organisation. |
| 75 | + |
| 76 | + |
| 77 | +## Known Issues and Limitations |
| 78 | +There are no known issues at time of publishing. |
| 79 | + |
| 80 | +## Frequently Asked Questions |
| 81 | + |
| 82 | + |
| 83 | +## Deployment Instructions |
| 84 | +Follow the instructions provided on the [Power Automate blog](https://flow.microsoft.com/en-us/blog/import-a-connector-from-github-as-a-custom-connector/). |
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