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Xero Activity Package
by UiPath
0
Activity
<100
Summary
Summary
Integrate Xero with UiPath to automate accounting, finance, sales and purchasing processes.
Overview
Overview
Xero is a leading cloud-based accounting software designed to simplify financial processes. By integrating Xero with UiPath you can manage everything from accounting and finance to sales and purchasing.
How It Works
To enable outbound automation between UiPath and Xero, the activities utilize an authenticated connection powered by the UiPath Connector for Xero. Before starting your first project, follow the Authentication Guide in the connector documentation to ensure a smooth setup.
Once the connection is established, it can be leveraged across all Xero-related activities in the package.
Activities
- Create Contact - Create a contact in Xero.
- List All Contacts - List all contacts in Xero.
- Add Attachment to Contact - Add attachment to a contact.
- Get Aged Payables by Contact Report - Get aged payables by contact report.
- Get Aged Receivables by Contact Report - Get aged receivables by contact report.
- Get Attachments of a Contact - Get all attachments of a contact.
- Get Balance Sheet Report - Get a balance sheet report.
- Get Bank Summary Report - Get bank summary report.
- Get BAS Report - Retrieve a BAS report by ID.
- Get Budget Summary Report - Get a budget summary report.
- Get Executive Summary Report - Retrieve an executive summary report.
- Get GST Report - Retrieve a GST report by ID.
- Get Profit and Loss Report - Retrieve profit and loss report.
- Get Trial Balance Report - Retrieve trial balance reports.
- List Reports - List all GST and BAS reports.
- Get Record - Retrieves a record in Xero.
- Delete Record - Deletes a record in Xero.
- Insert Record - Insert a new record in Xero.
- List All Records - List all records in Xero.
- Replace Record - Replace a record in Xero.
This activity package can be used with UiPath Studio versions 2023.10 and newer.
Features
Features
- HTTP Request
- Get Record
- List Reports
- Get Executive Summary Report
- Replace Record
- Insert Record
- Get Aged Receivables by Contact Report
- Get Aged Payables by Contact Report
- Get BAS Report
- Contact Created or Updated
- Get Budget Summary Report
- Get Balance Sheet Report
- Get GST Report
- Get Trial Balance Report
- Get Bank Summary Report
- Create Contact
- Get Profit and Loss Report
- Add Attachment to Contact
- Delete Record
- Get Attachments of a Contact
- List All Records
- List All Contacts
Additional Information
Additional Information
Dependencies
None
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