Wiresk

Wiresk

Xero – Connection

Estimated reading time: 3 min
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Xero is an online accounting platform that helps businesses manage their finances, including invoicing, expense tracking, payroll, and reporting.

By integrating Xero with Wiresk, users can automate key workflows like monitoring new or updated invoices, retrieving records, and managing contacts or transactions.

This allows businesses to pull data directly from Xero into Wiresk’s interface, facilitating easier management of financial records.

Wiresk integration with Xero requires a Xero account. Sign up for free at Xero.com.
Explore the available functionalities through the Xero API documentation.

A connection to your Xero account is needed so we can sync it with our platform.

There are two ways to connect your app to Wiresk:

  • In “My apps” section, where you can manage your connections (select or create your group first to get access to this section, refer to the Group system ).
  • While building your Flow, you can easily establish a connection to your app directly within the Flow builder. This can be done during the setup of either a Trigger or a Method.

This guide explains how to set up a connection in “My apps” section, which is essentially the same process as creating one on-the-go.

  • On your Wiresk’s Dashboard, select your Group.
  • On the left panel, go to “My apps” and select Screenshot 2025 04 08 at 9.58.41 in the morning Xero - Connection
  • Search “Xero” in the search field or scroll down the list of apps and choose the Xero icon.
Animated image GIF, showing the step of how to create an app connection. First, select the group then select My Apps tab, and click on the "+ create" button.
Wiresk offers two pathways for connecting to your Xero account:

▪️ the Standard OAuth connection, it is recommended for less technical users but offer the same features as the Advanced connection (multi-tenant, Access Token refreshed automatically, etc…).
For multi-organisation account, you can choose the specific organisation (“Tenant”) for each Method and Trigger. When you use standard OAuth connection and don’t explicitly select an organization, the first one you authorized will be used by default (you can authorize multi-organisation in one connection. Refer to the standard Oauth connection below).

▪️ the Advanced OAuth connection, it requires creating a app in your Xero developer Portal, to get the Client ID and secret for Wiresk’s connection.
  1. On the connection settings panel, give a name to your connection, e.g., “Xero Connection”.
  2. Select XERO tab connection.
  3. Select the checkbox Xero (Select permissions for the authorization).
  4. Select the “Authorize” button.
Screenshot of Wiresk "My Apps". It shows Xero connection setting panel. Numbered red arrows shows the configuration process.

You will be redirected to Xero connection page.

Screenshot of Xero Log in page to continue with Wiresk app.
  • Log in to your Xero Account.
  • On the new screen, select your organization and give access to Wiresk App by selecting “Continue”.
Screenshot of Xero access permissions. Here you can select the organization to let the Wiresk app have access to.

You are now redirected to Wiresk’s connection settings:

  • Your email associated with Xero is displayed.
  • Your connection is now listed in your Apps list.
  • Select the Save button.
Wiresk dashboard showing the “My Apps” page with a listed Xero Connection. On the right panel, the connection setup form is open with fields for Name (“Xero Connection”) and Email (prefilled with business@wiresk.com ). The Xero app authorization option is checked, showing permissions to manage invoices, payments, contacts, journals, notes, attachments, reports, and all modules. At the bottom are “Test” and “Save” buttons, with red arrows pointing to the Email field and Save button.

Voila! Your Xero app OAuth connection is ready. You can now use it to build your Flows.

To authorize multiple organizations within one connection: 
1 – Create and save your initial OAuth connection.
2 – Select that connection and click “Authorize.”
3 – Choose the additional organization to authorize.
4 – Save, and repeat steps 2-4 for each organization.
Prerequisite:
▪️ You must create a custom app in your Xero developer Portal.
▪️ Retrieve your Client ID and Client Secret.
  • Go to Xero Developer Portal > My Apps (log in to your Xero account if asked).
  • Select “New app” button.
Screenshot of Xero developer portal, showing My apps section. red arrow is pointing to the "new app app" button.
  • Set a name for your App, here we’ll use “Wiresk app“.
  • Select your Integration type, in our case we’ll set it to “Web app“.
  • Enter the application URL : https://app.wiresk.com/
  • Enter the Redirect URI : https://api.wiresk.com/api/auth/callback
  • Agree to the Xero Developer Platform Terms & Conditions.
  • Select “Create app” button.
Screenshot of Xero "add a new app" settings screen. Red arrows are pointing to app name, integration type and create app button. red rectangles are focusing on "company or application URL" and "Redirect URL" fields.
  • On your newly created app management page, select Configuration tab
  • Then, Select Generate a secret.
Screenshot of Xero developer page, in the configuration section of the My apps tab, it shows how to generate a secret.
  • Copy and save the Client ID and Client secret (The secret will only be shown once). Keep the Credentials for the Advance connection in Wiresk.
  • Go to My apps tab > select “+Create” button > search Xero.
Screenshot of Wiresk "My Apps". It shows Xero connection setting panel for the OAuth Advanced Connection. Numbered red arrows shows the configuration process.
  1. On the connection settings screen, give a name to the connection.
  2. Select OAuth Advanced Connection.
  3. Enter your Xero Client ID.
  4. Enter the Secret from the previous step.
  5. Select Xero app permissions for authorization.
  6. Select the “Authorize” button and you will be redirected to Xero connection page.
Screenshot of Xero access permissions. Here you can select the organization to let the Wiresk app have access to.
  • Log in to your Xero Account.
  • On the new screen, select your organization and give access to Wiresk App by selecting “Continue”.

You are redirected to Wiresk. Your app connection is now listed.

Screenshot of Wiresk "My Apps". It shows Xero connection setting panel for the OAuth Advanced Connection. Red arrows shows that the connection is listed and point to the "save" button.
  • Select the “Save” button to complete your connection process.

Voila! Your Xero app OAuth Advanced connection is ready. You can now use it to build your Flows.

Now that your app is linked to Wiresk, you’re ready to start building Flows.

Simple steps to create a Flow ↓
  • Select your Group, then on the Flow management screen click on “Create Flow”.
  • On the new screen, name the new Flow.
GIF animated screen of Wiresk, showing the way to create a new Flow.

Add a Trigger that will start your Flow

Flows can be executed by multiple Triggers, depending on the desired workflow. For example, you could use scheduled Triggers with different recurrence rules alongside a Webhook Trigger for immediate, event-driven runs of the Flow. If you choose to “Run Once“, the Flow will execute using only one Trigger and its sample data.
  • Click on the (+) button to open the Trigger settings side panel.
  • On the settings side panel, click on the “+ Add” button.
Screenshot of the Wiresk side panel titled “Trigger.” The panel shows a section labeled “All Triggers” with a blue “+ Add” button for inserting a new Trigger.
  • On the Trigger selection screen, search your app or select it from the list below the screen.
Screenshot of Wiresk Trigger setting screen. Red arrows shows that you can wether search your app in the search or or select it in the list below.
  • Select your preferred Trigger on the next screen and customize its settings.
As mentioned in “How to connect your app to Wiresk” above, during your Trigger settings, you can create a new connection to your apps at this stage.

Add a Method that will execute a task

The Method will perform a specific task on a particular app or service you’ve connected to Wiresk like get info or send emails.

You can add at least 1 or multiple Methods for complex Flows (a maximum of 255 Methods).
  • On the Flow builder, select the (+) plus button next the Trigger button.
  • Search or scroll down to select the app that will perform a task.
  • Configure the Methods settings, refer to it documentation in our Help Center.
Screenshot of Wiresk Flow Builder with a Flow named “Flow Example.” The canvas shows a Gmail Trigger on the left connected to an empty step placeholder marked with a plus icon in the center. On the right, the panel lists available apps and tools. A search bar is displayed at the top of the panel for filtering apps. Red arrows highlight the empty step placeholder, the search bar, and items in the app list.

Add Wiresk Tools to your Flow

If you want to build a complex Flow, Wiresk offers a selection of tools at your disposal. Refer to Wiresk’s Tools

To add Tools in your Flow, Follow the same step as adding the Methods.

  • On the Flow builder screen, click on the plus button (+) then just click on the “Tool” tab and select the Tool that you want to add.
Screenshot of Wiresk Flow Builder showing a Gmail Trigger connected to an empty Method placeholder. A red arrow points to the empty step circle with a plus sign where the next action will be added. On the right side, the “Tool” tab is selected in the panel. Another red arrow highlights the “Tool” tab label at the top. A search bar is shown above a list of available tools.
You can refer to “How to Create a Flow” tutorial for more detailed instructions, including step-by-step guidance on mapping and configuration.

When you configure a Trigger or Method in Wiresk, the settings panel lets you define how data is collected or sent, and the type of values you enter depends on the field.

Field TypeDescriptionExample Value
AuthenticationSecure access credentials that connect Wiresk to the app.Wiresk connection, API Key or OAuth Token
Filters or searchCriteria that narrow which records are retrieved.Search =”QUERY”, Status = “Active” or Type = “Email”
LimitsMaximum number of records to process in one run.Records number = 100
Page number = 1
Field MappingDefines how fields in one step map to another. Can be static or dynamic.Static: Subject = “Report”
Dynamic: Recipient = value from Trigger

Make sure you enter the right values so your Flow works the way you expect and gives the right results. If you need step-by-step details on setting up Xero, check the Triggers and Methods Settings documentation.