Xero Steps
Workflow steps that read from and write to Xero over your Xero connection. The import step pulls Xero’s Accounting API entities with no query to write; the post step posts manual journals, invoices, bills, payments, and credit notes through PlaidCloud’s shared ERP write pipeline.
- Xero: Import Entity — accounts, contacts, invoices, credit notes, payments, manual journals, bank transactions, items, tracking categories, tax rates, and currencies.
- Xero: Post Document — post manual journals, invoices, bills, payments, and credit notes.