Xero

Xero

by UiPath

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0

Integration Service Connector

Runs

<100

Summary

Summary

Xero is a cloud-based accounting platform that streamlines business operations across accounting, finance, sales. The Xero connector integrates these capabilities into UiPath automation.

Overview

Overview

The Xero connector allows UiPath automations to directly interact with Xero’s cloud-based accounting system. Once connected, users can automate tasks spanning finance management, accounting, invoicing, purchasing and sales operations.

Before automating processes with Xero, establish a secure connection with your Xero instance. Detailed authentication instructions are available on the Xero authentication page.

This connector supports events via polling, with further information provided on the Xero events page.

After connection, Xero activities can be utilized in UiPath Studio to automate financial tasks and optimize invoicing and payment processes.

Detailed information about the Xero REST API v2 is available on the Xero documentation platform.

Features

Features

  • Accounting & Finance - Automate bookkeeping processes, invoice creation, financial reconciliation and expense tracking.
  • Retail & E-Commerce - Automate sales invoicing, manage purchase orders and streamline financial reporting.
  • Professional Services - Simplify client billing processes, manage expenses and automate financial reports.

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