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Xero is online accounting software for small businesses. Use Xero to manage invoicing, bank reconciliation, bookkeeping, and much more.

For more information, click here.

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While configuring the Source or Destination of a Template or Transaction, you find an Account option to need to create an account to configure your application with Adeptia Connect. Using Account configurationWhile creating an account, you need to specify the location from where Adeptia Connect will access the data is to be accessed. In this process, provide the details of the application account to grant permission to access data..

Click Image Added to add an account.

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Specify the following information for Xero: 

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Field Name

Description

Account Name

A short, descriptive name that helps you re-use this account in the future.

Click Continue. The Xero login screen appears. 

 

Field Name

Description

Email address

Email address to log into in to your Xero account.

Password

Password to log into in to your Xero account.


Triggers

A Trigger specifies when a particular Transaction will Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list. of a Template, you need to choose an event.  

Following triggers are available for Xero at Source.

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An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down listof a Template, you need to choose an action

Following actions are available for Xero at Destination.  

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