Xero

This documentation describes the technical integration between Zudello and Xero. The integration provides bidirectional data synchronization for master data, transactions, and entity management through the Xero REST API with OAuth 2.0 authentication.

Integration Capabilities

• Bidirectional Data Sync - Master data inbound, transactions and entities bidirectional
• REST API Integration - Xero API with OAuth 2.0 authentication
• Multi-Tenant Support - Organization-specific data isolation and processing
• Transaction Integrity - Atomic operations with rollback on API failures

Integration Directions

Inbound (Xero → Zudello)

Synchronizes master data and transactions from Xero to Zudello via REST API calls.

Outbound (Zudello → Xero)

Creates transactions and entities in Xero from processed data in Zudello via REST API calls.

Integration Points

Inbound Data Flow (Xero → Zudello)

• Master Data: Accounts, Contacts (Suppliers & Customers), Currencies, Employees, Items, Tax Rates, Tracking Categories
• Transactions: Invoices, Credit Notes, Journals, Budgets

Outbound Data Flow (Zudello → Xero)

• Accounts Payable: AP Invoices, AP Credit Notes
• Accounts Receivable: AR Invoices, AR Credit Notes
• Parties: Suppliers, Customers
• Items: Items

Data Flow Summary

Data Entity	Xero Entity	Xero → Zudello	Zudello → Xero
Parties
Contact	Contacts	✅
Customer	Contacts		✅
Employee	Employees	✅
Supplier	Contacts		✅
Financials
Account	Accounts	✅
Budget	Budgets	✅
Currency	Currencies	✅
Tax Rate	TaxRates	✅
Tracking Category	TrackingCategories	✅
Operational
Item	Items	✅	✅
Transactions
AP Credit Note	CreditNotes		✅
AP Invoice	Invoices		✅
AR Credit Note	CreditNotes		✅
AR Invoice	Invoices		✅
Credit Note	CreditNotes	✅
Invoice	Invoices	✅
Journal	Journals	✅

Technical Details

API Type: REST API
Authentication: OAuth 2.0
Data Format: JSON
Rate Limiting: 60 calls per minute per organization
Sync Method: Real-time and scheduled batch processing

Detail Pages

Inbound Integration Details (Xero → Zudello)

• Account
• Budget
• Contact
• Credit Note
• Currency
• Employee
• Invoice
• Item
• Journal
• Tax Rate
• Tracking Category

Outbound Integration Details (Zudello → Xero)

• AP Credit Note
• AP Invoice
• AR Credit Note
• AR Invoice
• Customer
• Item
• Supplier