Xero

Use the Xero connector A software compoenent that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. to create connections for Xero actions A tool for building the processes, logic, and direction within workflows.. Use Xero actions to retrieve and view a list of sales invoices and bills from a user's account.

Xero is a cloud-based accounting software platform for small and medium-sized businesses.

For more information on Xero, see the Xero website.

In the context of Nintex Automation Cloud, Xero is a connector A software compoenent that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events..

Create a Xero connection

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

Xero account requirements

Nintex Automation Cloud uses the Xero Connector to create connections to the Xero website. The connection requires that you agree to allow the transfer of organizational and user data between Xero and Nintex Automation Cloud.