Business tools

Xero
integration

Build ToolJet apps around Xero contacts, invoices, payments, and accounting data.

Start building Read the setup guide

Configure your connection, create queries, and build the interface your team needs. Try a sample prompt

Connector capabilities

What can ToolJet do with Xero?

Create queries for the operations your app needs, then connect their inputs and results to the interface.

Select a connected Xero tenant
Read and manage contacts and invoices
Retrieve accounts and accounting reports
Work with payments and credit notes
Access supported project, asset, and file operations

Operations and configuration can vary by connector version. Check the full Xero guide.

An app you could build

Accounts receivable dashboard

Select a connected Xero organization, retrieve its invoices and contacts, and give a finance team a view of outstanding balances.

Try this prompt

I have invoices and contacts in a Xero organization. Build an accounts receivable dashboard with a contact filter and an invoice detail panel. Show outstanding balances and due dates using read-only queries for the selected tenant.

Start with this prompt in ToolJet. Sign in or create an account, then connect your data source and replace the example names and fields with yours.

Review the generated app, configure permissions, and test its queries before sharing it with your team.

Explore app templates

Connect Xero

Start with the connection.

Before you begin

Install the Xero marketplace plugin and configure OAuth 2.0 using your Client ID, Client Secret, matching scopes, and ToolJet redirect URI. Select the tenant ID for the Xero organization you intend to query.

Add the data source
Open Data Sources in your ToolJet workspace. Follow the guide to install the Xero marketplace plugin, then add its connection.
Configure and test a query
Choose an operation and supply its inputs. Start with a read operation where available; test writes with non-production data.
Build the interface
Bind query results to components and connect actions to app events. Verify permissions and error handling before rollout.

Xero setup guide

Before production

Verify the tenant and permissions before reading or changing records. Available operations depend on the Xero services and scopes enabled for your account; review financial updates before submitting them.

Review plans and deployment options

Frequently asked questions

What can I do with the Xero integration?

Build ToolJet apps around Xero contacts, invoices, payments, and accounting data. Supported capabilities: Select a connected Xero tenant; Read and manage contacts and invoices; Retrieve accounts and accounting reports; Work with payments and credit notes; Access supported project, asset, and file operations.

What do I need to connect Xero to ToolJet?

What should I check before using Xero in production?

Can I automate tasks with Xero?

Connect Xero queries to app events such as button clicks and form submissions. ToolJet Workflows and Agent Builder can orchestrate supported connectors on Self-hosted deployments; those products are not available on ToolJet Cloud. Check the connector and deployment requirements for your use case.

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Put Xero to work
in your next internal app.

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Connector information reviewed 2026-09-25. Source: ToolJet documentation.