XERO n8n INTEGRATION: AUTOMATE XERO WITH N8N

This action lets you add new contacts directly to your Xero account from any trigger in your n8n workflow. It's the foundation for keeping your accounting contacts in sync with your other business systems.

Key parameters:

• Credential to connect with: Select your authorized Xero account from the dropdown. This is required to authenticate the API request.
• Organization Name or ID: Text field where you specify which Xero organization to add the contact to. Supports expressions for dynamic input.
• Name: Text field for the contact's name—this is the primary identifier in Xero.
• Additional Fields: Expandable section where you can add optional properties like email address, phone number, tax number, bank account details, and addresses.

Use cases: Automatically create a Xero contact when a new customer signs up on your website, sync new leads from your CRM (HubSpot, Pipedrive, Salesforce) to Xero, or add supplier contacts when you receive their first invoice via email.

This action retrieves detailed information about a specific contact from your Xero account. Use it when you need to verify contact details, check existing data before updates, or pull contact information into other parts of your workflow.

Key parameters:

• Credential to connect with: Dropdown to select your Xero account credentials. Required for authentication.
• Organization Name or ID: Text field to specify the organization. Accepts dynamic expressions from previous workflow steps.
• Contact ID: Text field where you enter the unique identifier of the contact you want to retrieve. Supports expressions for dynamic input.

Use cases: Verify a contact exists before creating a duplicate, pull contact details to populate an invoice or quote in another system, or retrieve contact information for personalized email campaigns.

Need to work with multiple contacts at once? This action fetches a list of contacts from your Xero account, perfect for bulk operations, reporting, or synchronization tasks.

Key parameters:

• Credential to connect with: Select your Xero account credentials. Required.
• Organization Name or ID: Optional text field to scope the query to a specific organization.
• Return All: Toggle switch—when enabled, retrieves all contacts regardless of count. When disabled, respects the Limit parameter.
• Limit: Numeric field (default 100) that caps how many contacts are returned when "Return All" is off.
• Options: Expandable section for additional filters and customization.

Use cases: Export all contacts to Google Sheets for review or analysis, compare Xero contacts against your CRM for sync discrepancies, or build a daily backup workflow that archives contact data.

Keep your Xero contacts accurate and up-to-date by modifying existing contact records. This action is essential for maintaining data integrity across your systems.

Key parameters:

• Credential to connect with: Dropdown for selecting your authenticated Xero account. Required.
• Organization Name or ID: Text field to identify the organization context.
• Contact ID: Text field for the unique identifier of the contact to update. Required to target the correct record.
• Update Fields: Section where you specify which properties to modify—click "Add Field" to select attributes like name, email, phone, address, or other contact details.

Use cases: Update contact email addresses when customers change their details in your CRM, sync phone number changes from your sales platform to Xero, or batch update contact classifications or groupings.

This is arguably the most powerful action in the Xero n8n integration. Automatically generate invoices based on triggers from your sales, e-commerce, or project management tools.

Key parameters:

• Credential to connect with: Select your Xero credentials. Required.
• Organization Name or ID: Text field specifying the target organization.
• Type: Text field indicating the invoice type (e.g., ACCREC for accounts receivable, ACCPAY for accounts payable). Required.
• Contact ID: Text field for the contact this invoice is addressed to.
• Line Items: Section to add individual invoice line items—each line can include description, quantity, unit amount, account code, and tax type.
• Additional Fields: Optional section for due date, reference number, currency, and other invoice properties.

Use cases: Generate invoices automatically when deals close in your CRM, create invoices from new orders in Shopify, WooCommerce, or Stripe, or bill clients when projects are marked complete in Asana or Monday.com.

Retrieve complete details of a specific invoice from Xero. Essential for status checks, payment reconciliation workflows, and data verification.

Key parameters:

• Credential to connect with: Dropdown for Xero account authentication. Required.
• Organization Name or ID: Text field to specify the organization context.
• Invoice ID: Text field where you enter the unique invoice identifier. Supports dynamic expressions from previous steps.

Use cases: Check invoice status before sending payment reminders, pull invoice details into Slack notifications for your finance team, or verify invoice amounts match expected values in reconciliation workflows.

Fetch multiple invoices at once for reporting, analysis, or batch processing workflows. This action is your go-to for building custom financial dashboards and monitoring tools.

Key parameters:

• Credential to connect with: Select your Xero credentials. Required.
• Organization Name or ID: Optional text field for organization scope.
• Return All: Toggle to retrieve all invoices (ignores Limit when on).
• Limit: Numeric field defaulting to 100—controls batch size when "Return All" is off.
• Options: Section for additional filters like date ranges, invoice status, or contact filters.

Use cases: Generate weekly reports of unpaid invoices sent to Slack or email, export invoice data to Google Sheets for custom financial analysis, or build overdue invoice monitoring with automatic follow-up triggers.

Modify existing invoices in Xero—update statuses, correct line items, or adjust payment terms. Critical for keeping your invoicing accurate as business circumstances change.

Key parameters:

• Credential to connect with: Dropdown for Xero authentication. Required.
• Organization Name or ID: Text field to target the correct organization.
• Invoice ID: Text field for the unique invoice identifier. Required.
• Update Fields: Section to specify properties to modify—add fields via the dropdown to update status, amounts, due dates, line items, and more.

Use cases: Mark invoices as sent when email confirmation is received, update invoice amounts after discounts are applied in your sales tool, or adjust due dates based on customer payment negotiations.