Xero

Xero is cloud-based accounting software for businesses. The Xero integration allows you to interact with contacts, invoices, bills, payments, and other accounting data directly from your Glide apps.

Adding the Integration

1. You'll need to create a Xero account if you haven’t already.

2. In Glide, click the Settings icon in the upper-right corner.

3. Navigate to the Integrations tab and select Xero.

4. Click Add.

5. Add a Xero Tenant ID if you want to connect to a specific tenant.

6. Click Connect.

7. A pop-up window will open. Sign in to your Xero account.

8. Review the permissions Glide is requesting and click Allow access to approve the integration.

Xero Objects and Actions

The Xero integration in Glide provides access to 60+ actions across 15+ Xero accounting objects, including:

• Accounts - Chart of accounts

• Bank Statements - Bank statement records

• Bank Transactions - Banking activity and transactions

• Bank Transfers - Transfers between bank accounts

• Contact Groups - Groups of contacts

• Contacts - Customers and suppliers

• Credit Notes - Credit note transactions

• Invoices - Sales invoices

• Items - Products and services

• Payments - Payment transactions

• Projects - Project tracking

• Purchase Orders - Purchase order documents

For most objects, Glide supports standard actions:

• Create - Add a new record

• Delete - Remove a record

• Find by ID - Retrieve a specific record

• List - Get multiple records

• Update - Modify an existing record

Using Xero Actions

All Xero actions can be added to Components that support Actions or to Workflows. Some Xero actions can be used as Computed Columns in the Data Editor.

In the Data Editor

1. Open the table where you want to use a Xero action.

2. Add a new column by clicking the (+) plus symbol to the right of the table.

   • New columns added with the plus button will always appear on the right. If you'd like to add a column somewhere else in your data, you can select the dropdown menu on an existing column and choose Add column right. You can also click and drag columns to rearrange them.

3. Name your column.

4. Search for the Xero action you want to use or navigate to Integrations → Xero and select the action.

5. Configure the action fields based on the Xero object and operation you're performing. Depending on the action, you may need to create additional columns to store the results.

6. Choose which result type you want to receive.

7. Select Save.

In the Layout Editor

1. Create a text column in the Data Editor to store the OpenRouter’s results.

2. Select any component that supports actions.

3. Search for the Xero integration or navigate to Integrations → Xero and select the action.

4. Name the action.

5. Choose an icon.

6. Configure the fields based on the Xero object and operation you're performing.

7. Choose where to store the result if the action returns data.

8. Click away to save your configuration.

In the Workflow Editor

1. Select the (+) plus symbol or the + New Workflow button.

2. Select the data source for the action where the action is triggered.

3. Search for the Xero action you want to use or navigate to Integrations → Xero and select the action.

4. Configure the action fields based on the Xero object and operation you're performing.

5. Choose where to store the result if the action returns data. Depending on the action, you may need to create additional columns to store the results.

6. Click away to save your configuration.

Working with JSON Responses

Xero actions return data in JSON format. You may need to parse JSON response bodies to extract specific values. For more information about working with JSON data in Glide, see our documentation on JSON.

Rate Limits

Xero has its own API rate limits and usage restrictions based on your Xero account. These limits still apply when using Xero through Glide. Learn more about Xero rate limits.

To learn more generally about Integrations in Glide, including how they affect your app’s usage, check out our Introduction to Integrations.