Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. It offers features such as invoicing, payroll, bank reconciliation, and financial reporting. Xero allows businesses to manage their finances in real time, integrating with a range of third-party applications and providing tools to streamline accounting processes. The platform is known for its user-friendly interface and accessibility, enabling business owners and accountants to collaborate online.

Key features of Xero:

• Invoicing: Customizable invoice creation and tracking.
• Bank Reconciliation: Automatically import and categorize bank transactions.
• Payroll Management: Manage payroll, including automatic tax calculations.
• Expense Tracking: Record and manage business expenses.
• Financial Reporting: Generate real-time financial reports.
• Dashboard: Overview of business finances.
• Cloud-Based: Accessible from anywhere with an internet connection.
• Third-Party Integrations: Connect with various business applications.
• Inventory Management: Track inventory levels and manage stock.
• Online Bill Payments: Schedule and make bill payments.

Triggers:

• New bank transactions: Triggers when a new bank transaction occurs.
• New payments: Triggers when a new payment is received.

Connect with Xero:

1. Log in to your Xero account.

2. Go to the Xero developers page.

3. Click the New App button to create an app.

4. Fill in the Name field and choose Web App.

5. Fill in the Company or application URL field.

   WARNING

   Do not click the Create app button yet!

6. Go to Mation and navigate to My Apps and Add a new connection choosing Xero from the list.

7. Copy the OAuth Redirect URL from Mation and paste it into the Redirect URLfield on Xero.

8. Check the terms and conditions checkbox.

9. Click the Create app button.

10. Navigate to the Configuration page and click the Generate Client Secret button.

11. Copy the Client id value and paste it into the Client ID field on Mation.

12. Copy the Client secret 1 value from Xero and paste it into the Client Secret field on Mation.

13. Click the Submit button.

14. A pop-up window appears. Click the Allow access button.

15. Your Xero connection is now established.

16. Start using your new Xero connection with Mation.