Action Library > Xero

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Xero Account

Type: Custom ActionAuthor: Sam Ainsworth

Within the Xero Account action, the following functionality is available:
1. Create Account
2. Update Account
3. Get Account
4. Delete Account

This document will document how to successully use them, including any enum values you may need and other information such at formatting rules.

Create Account

When creating an account, the following fields are required as a minimum.

  • Type
  • Name
  • Code
  • BankAccountNumber (if the Type is BANK)

Create Account Enums & Codes

  • Type: BANK, CURRENT, CURRLIAB, DEPRECIATN, DIRECTCOSTS, EQUITY, EXPENSE, FIXED, INVENTORY, LIABILITY, NONCURRENT, OTHERINCOME, OVERHEADS, PREPAYMENT, REVENUE, SALES, TERMLIAB, PAYGLIABILITY, SUPERANNUATIONEXPENSE, SUPERANNUATIONLIABILITY, WAGESEXPENSE. For more information see here

Update Account

Updating accounts follows a very similar procedure to the "Create Account" operation. The only difference between the two is that an Account ID will be required to update an account. Failure to provide a Account ID may result in new invoices being created.

Update Account Enums & Codes

  • Type: BANK, CURRENT, CURRLIAB, DEPRECIATN, DIRECTCOSTS, EQUITY, EXPENSE, FIXED, INVENTORY, LIABILITY, NONCURRENT, OTHERINCOME, OVERHEADS, PREPAYMENT, REVENUE, SALES, TERMLIAB, PAYGLIABILITY, SUPERANNUATIONEXPENSE, SUPERANNUATIONLIABILITY, WAGESEXPENSE. For more information see here

Get Account

When fetching an account from Xero, you can either provide the Account ID or Account Name. By default a JSON string will be returned including the account information. You'll also have the ability to extract specific account values using the "Contact" gird and "Assign from" field.


Delete Account

To delete an Xero Account, simply provide an Account ID. A successful response will return the account object as a JSON string


Errors

If an error occurs during any process, the response returned will be an empty string and any errors added to the automation log.


  • Common

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