If you need to figure out how to access the necessary credentials, head to Xero's docs for a detailed walk through.
Currently the Xero target does not currently support all entities. Don't see the entity you want? Contact us
Head to your flow, and go to the target options.
The Xero target is designed for flows with a user configurable target. Do not use it for a normal flow, or you will get unexpected behavior. You can change this setting under the Details page of your flow.
Select the Xero target, and you'll be prompted to provide your OAuth credentials.
Each entity that can be synced to Xero must be in the correct format before posting.
When sending Journal Entries to the Xero target, the file must be named
JournalEntries.csv have the following columns.
The day the transaction occurred
Journal Entry Id
The ID of the Journal Entry (becomes the DocNumber in QBO)
If you aren't using Account Numbers, it will use this column to find the Account
Must be a POSITIVE number
Either "Debit" or "Credit"
Description for the entry
Optional. Allows you to specify a different currency code
Below is an example
Updated about 2 months ago