Xero – Create Records

Estimated reading time: 20 min

What your automation will do…

A connection to your Xero account is needed so we can sync it with our platform.
Refer to Xero – Connection
You can include between 1 and 255 Methods to build complex Flows.
XERO Xero - Create Records
This unified Method is used to create various Records in a specific Entity.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature.
Name*Create Records
Connection*Select your connection or create one.
Entity*
(Set of data that contain records)
Select the available Entities to create records:

Invoice, Payment, Batch Payment, Contact, Bank Transaction, Bank Transfer, Credit Note, Quote, Manual Journal, Item, Purchase Order, Contact Groups, Employee, Asset, Asset Type, Tracking Category, Folder

(*) required field

Configuration tables for each Entity: