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Xero Integration Guide

Connect Xero accounting data with enterprise applications through REST APIs, OAuth 2.0, selected webhook notifications, and Martini workflows.

Xero integration options at a glance

Xero's principal integration mechanism is its REST-based Accounting API, which exposes contacts, invoices, payments, accounts, bank transactions, reports, attachments, and related accounting resources over JSON and HTTPS. Xero also provides OAuth 2.0 authorization with refresh tokens, tenant-specific access, and granular scopes. Selected resources support webhook-style notifications, although coverage is not universal. Martini can consume Xero APIs, receive and validate webhook requests, retrieve authoritative resource state, paginate through collections, map financial data, and orchestrate scheduled or event-driven workflows. Collection-style operations and attachment endpoints support targeted batch and file-processing scenarios, while reporting APIs provide structured access without direct database connectivity.

Integration pointSupported by Xero?Common use casesHow Martini supports it
REST APIsYesXero's primary integration method for Contacts, Invoices, Payments, Accounts, BankTransactions, reports, attachments, and related product APIs. APIs use JSON over HTTPS and support resource-specific filtering and pagination.Martini can consume Xero REST endpoints, generate reusable API integration assets from definitions where available, transform JSON, and orchestrate calls in workflows.
Webhooks / outbound callbacksLimitedXero provides webhook-style notifications for selected resources and event types, including invoices, contacts, credit notes, payments, prepayments, overpayments, manual journals, and supported quotes.Martini can expose an API or webhook-oriented workflow, validate signatures, deduplicate notifications, and retrieve the current Xero resource before processing.
Bulk / async / batch APIsLimitedSome endpoints accept collections of objects and support pagination, but Xero does not provide one universal bulk asynchronous API for all accounting resources.Martini can process collections in bounded batches, checkpoint pages, throttle requests, and retry endpoint-specific failures.
File / attachment APIsYesXero supports uploading, retrieving, and associating accounting attachments with supported objects such as Invoices, CreditNotes, and BankTransactions.Martini can retrieve file content or metadata, apply workflow rules, and call Xero attachment endpoints as part of an accounting process.
AuthenticationYesXero uses OAuth 2.0 authorization-code access, refresh tokens, granular product scopes, client credentials, and organization-specific tenant authorization.Martini can store credentials in secure environment configuration or secrets, manage token-based API calls, and route requests using the selected xero-tenant-id.
Database / analytics accessLimitedXero exposes reporting endpoints and accounting API data, but does not provide general direct database or SQL access.Martini can call reporting APIs, transform the results, and load them into a supported database or analytics platform.
GraphQL APIsNot confirmedNo official Xero GraphQL API was identified in the supplied research.Martini can use REST APIs for the confirmed Xero integration scope; a GraphQL mechanism should not be assumed for Xero.
SOAP APIsNoXero's current developer platform is REST and JSON based; SOAP is not a recommended integration mechanism.Martini should consume Xero REST APIs rather than attempt a SOAP integration.

How Xero exposes data and business events

Xero REST APIs

Xero's Accounting API and related REST APIs provide the primary route to Contacts, Invoices, Payments, Accounts, BankTransactions, CreditNotes, reports, attachments, and other resources. The APIs use JSON over HTTPS and support endpoint-specific filtering, ordering, and pagination.

Martini implementation pattern

Martini implementation pattern: A workflow authenticates with OAuth 2.0, selects the authorized Xero tenant, calls the required endpoint, processes pages or collections, maps the response into a canonical model, and writes or exposes the result through another API or system.

Implementation sequence

Obtain or refresh the OAuth 2.0 access token
Select the authorized Xero tenant
Call the required Xero REST endpoint
Process pages or returned collections
Map Xero JSON to the canonical model
Write the result and store synchronization state

Xero Webhooks

Xero supports webhook-style notifications for selected accounting resources and event types. Coverage is not universal, and notifications may be duplicated or delivered out of order.

Martini implementation pattern

Martini implementation pattern: An exposed Martini API or webhook workflow validates the Xero signature, records event metadata, retrieves the current resource from Xero, applies idempotency and business rules, and forwards the normalized state.

Implementation sequence

Receive the Xero webhook request
Validate the webhook signature
Extract the resource identifier and event metadata
Retrieve the current resource from Xero
Apply deduplication and business rules
Forward the normalized result and record processing status

Xero Attachments

Xero provides accounting attachment endpoints for supported objects such as Invoices, CreditNotes, and BankTransactions. Attachment processing is separate from core object synchronization and can add request and storage volume.

Martini implementation pattern

Martini implementation pattern: A workflow identifies the supported Xero object, retrieves or receives file content, applies scope and naming rules, calls the attachment endpoint, and records the resulting association for audit and reconciliation.

Implementation sequence

Identify the supported Xero object
Retrieve attachment metadata or file content
Validate file and association rules
Call the Xero attachment endpoint
Record the object and attachment identifiers
Handle upload failures with bounded retry

Xero Reporting APIs

Xero reporting endpoints provide structured accounting and report data without direct database or SQL access. Report outputs may need separate handling from transactional objects.

Martini implementation pattern

Martini implementation pattern: A scheduled workflow calls the relevant reporting endpoint, applies date or organization parameters supported by that endpoint, transforms report structures, and loads results into a database or analytics platform with audit metadata.

Implementation sequence

Start the scheduled reporting workflow
Request the required Xero report
Transform report rows and dimensions
Map organization and account identifiers
Load the reporting target
Store extraction timestamps and reconciliation totals

Common Xero integration patterns

Pattern 1: Synchronize Xero invoices to an enterprise system

When to use this pattern

Use this pattern when Salesforce, NetSuite, Shopify, or a reporting database needs current Xero invoice status and financial detail. Scheduled extraction is appropriate when webhook coverage does not include the required state changes.

Integration direction
Xero
Martini
Salesforce
Example Mapping
Xero FieldCanonical FieldTarget Field
InvoiceIDsourceInvoiceIdExternalInvoiceId
Contact.ContactIDcustomerIdAccountExternalId
StatusinvoiceStatusStatus
TotalgrossAmountAmount
Martini implementation pattern

A scheduler starts a Martini workflow that retrieves Invoices and related Contacts page by page, uses supported modification filters, maps line items, tax, currency, totals, and status, then upserts the target. Stable Xero identifiers prevent duplicate creation, while rate-limit responses and validation failures are retried or routed to an exception process.

Martini capabilities used
  • workflows
  • API consumption
  • scheduling
  • pagination checkpoints
  • data mapping
  • business rules
  • error handling

Pattern 2: Process Xero payment notifications

When to use this pattern

Use this pattern when downstream CRM, treasury, or reconciliation processes need timely awareness of selected Xero Payment or Invoice changes.

Integration direction
Xero
Martini
Salesforce
Example Mapping
Xero FieldCanonical FieldTarget Field
PaymentIDsourcePaymentIdExternalPaymentId
Invoice.InvoiceIDinvoiceIdInvoiceExternalId
AmountpaymentAmountAmount
DatepaymentDateReceivedDate
Martini implementation pattern

Martini exposes a webhook entry point, validates the Xero signature, records the event key, and retrieves the current Payment or Invoice rather than trusting the notification payload as complete state. The workflow applies status and duplicate rules before notifying or updating the target, with delayed retries for transient API failures.

Martini capabilities used
  • API exposure
  • webhook consumption
  • OAuth API consumption
  • idempotency
  • data mapping
  • conditional routing
  • retry handling

Pattern 3: Synchronize accounts-payable data

When to use this pattern

Use this pattern when supplier Contacts, bills represented by Invoices, Payments, and Accounts must be coordinated with NetSuite, ServiceNow, or another procurement process.

Integration direction
Xero
Martini
NetSuite
Example Mapping
Xero FieldCanonical FieldTarget Field
Contact.NamesupplierNameVendorName
Invoice.InvoiceNumbersupplierInvoiceNumberExternalBillNumber
AccountCodeledgerAccountCodeAccountCode
TaxTypetaxCategoryTaxCode
Martini implementation pattern

A Martini workflow retrieves approved or authorized Xero invoices, supplier Contacts, Payments, and Accounts, validates account codes and supplier identity, maps tax and currency values, and writes the target transaction. External identifiers and ownership rules prevent duplicate bills, while missing suppliers and invalid ledger mappings are routed for review.

Martini capabilities used
  • workflow orchestration
  • REST API consumption
  • data validation
  • mapping and transformation
  • business rules
  • exception routing

Pattern 4: Load Xero reporting data into a warehouse

When to use this pattern

Use this pattern when finance or analytics teams need repeatable Xero reporting extracts with auditability and controlled reconciliation.

Integration direction
Xero
Martini
PostgreSQL
Example Mapping
Xero FieldCanonical FieldTarget Field
ReportDatereportDatereport_date
Account.CodeaccountCodeaccount_code
AmountreportedAmountamount
TenantIdxeroTenantIdsource_tenant_id
Martini implementation pattern

A scheduled Martini workflow calls Xero reporting endpoints, transforms report rows and dimensions, maps tenant and account identifiers, and loads PostgreSQL or another supported database. The workflow stores request timestamps, source identifiers, extraction windows, and totals, with throttling and retry handling for rate limits or incomplete windows.

Martini capabilities used
  • scheduling
  • API consumption
  • JSON handling
  • data transformation
  • database workflows
  • checkpointing
  • monitoring

Applications commonly integrated with Xero

Xero can be integrated with named enterprise applications to coordinate accounting, customer, payment, commerce, procurement, and reporting processes. Martini can mediate these flows so ownership, transformation, validation, and error handling remain explicit.

Application Scenario Direction Martini Pattern
Salesforce Synchronize customers, invoice status, payment status, and account information between CRM and accounting processes. Xero → Martini → Salesforce A Martini workflow retrieves Xero Contacts, Invoices, and Payments through the REST API, maps them to Salesforce objects, and applies status and ownership rules before upserting. Selected approved customer or billing data can flow in the opposite direction.
HubSpot Keep customer and billing context aligned with CRM lifecycle and revenue processes. Xero → Martini → HubSpot Martini can combine scheduled Xero synchronization with selected webhook notifications, normalize contact and invoice status data, and call HubSpot APIs. Duplicate prevention uses Xero and HubSpot identifiers.
Shopify Transfer commerce orders, customers, refunds, and payment-related information into Xero for accounting. Shopify → Martini → Xero A Martini workflow receives or retrieves Shopify transactions, maps customers, line items, taxes, and payments to Xero Contacts, Invoices, and Payments, then records source identifiers for reconciliation.
Stripe Reconcile payment activity with Xero invoices, contacts, and accounting transactions. Stripe → Martini → Xero Martini consumes payment data from Stripe, matches it to Xero identifiers or business keys, applies currency and reconciliation rules, and writes approved accounting results to Xero while routing unmatched items for review.
ServiceNow Synchronize supplier, invoice, payment, and financial-approval information with service and procurement workflows. Xero → Martini → ServiceNow Martini retrieves Xero Contacts, Invoices, Payments, and Accounts, validates accounting states, and writes normalized financial status to ServiceNow. Approved ServiceNow requests can be transformed into controlled Xero operations.
NetSuite Coordinate accounting, customer, supplier, and transaction data during coexistence or migration scenarios. Xero → Martini → NetSuite Martini orchestrates bidirectional workflows with explicit system-of-record rules, maps Xero accounting objects to NetSuite structures, and uses stable external identifiers, validation, and reconciliation checkpoints.

How to build a Xero integration in Martini

Objective

Establish OAuth 2.0 access for each Xero organization and keep tenant-specific credentials and identifiers separate.

Instructions in Martini

  • Configure the Xero OAuth client and approved scopes
  • Store client secrets and refresh tokens in secure environment configuration
  • Associate each authorization with its Xero tenant identifier
  • Use token refresh handling for expiring access tokens

Objective

Select scheduled retrieval or selected-resource webhook notification according to the freshness and coverage required.

Instructions in Martini

  • Use a scheduler for reconciliation and resources without webhook coverage
  • Expose a Martini API or workflow entry point for supported Xero webhooks
  • Validate webhook signatures before business processing
  • Treat notifications as triggers to retrieve current state

Objective

Call the relevant Xero REST or reporting endpoint and process the response within endpoint-specific constraints.

Instructions in Martini

  • Request the required Xero resource or report
  • Process collections page by page
  • Apply supported filters and modification windows
  • Respect tenant context and rate limits

Objective

Coordinate retrieval, enrichment, validation, target writes, and state tracking in a maintainable Martini workflow.

Instructions in Martini

  • Separate notification intake from resource retrieval where appropriate
  • Route invoices, payments, contacts, and reports through reusable workflow logic
  • Store checkpoints and source identifiers
  • Use conditional paths for approved, invalid, or exceptional states

Objective

Convert Xero JSON and financial semantics into the canonical and target data models.

Instructions in Martini

  • Map Contacts, Invoices, Payments, Accounts, and related objects
  • Preserve source identifiers and accounting statuses
  • Define currency, tax, rounding, and account-code rules
  • Handle attachments separately from object metadata

Objective

Upsert normalized data or call target APIs while preventing duplicate transactions and preserving ownership rules.

Instructions in Martini

  • Use stable Xero IDs and external keys for idempotent writes
  • Validate target references before creating transactions
  • Apply explicit system-of-record rules
  • Record successful writes and reconciliation metadata

Common Xero data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
ContactsCustomers, suppliers, addresses, contact details, and balances used in sales and accounts-payable processes.Salesforce, HubSpot, Shopify, NetSuite, ServiceNowMartini retrieves or receives referenced Contacts, normalizes identity and address fields, applies duplicate rules, and upserts the target representation.
InvoicesSales invoices and bills with line items, tax, due dates, currencies, totals, and accounting statuses.Salesforce, Shopify, NetSuite, reporting databasesMartini paginates and filters invoices, maps line items and tax data, preserves source status and identifiers, and protects writes against duplicates.
PaymentsPayments applied to invoices, bills, credit notes, or accounts.Salesforce, Stripe, NetSuite, treasury and reconciliation platformsMartini retrieves Payments through scheduled or event-driven workflows, matches them to source invoices, applies currency rules, and routes exceptions.
AccountsChart-of-accounts entries used for posting and classifying transactions.NetSuite, reporting databases, procurement platformsMartini maps Xero account codes to target ledger values and validates that referenced accounts exist before posting downstream data.
BankTransactionsSpend money and receive money transactions used for bank and cash accounting.Reporting databases, NetSuite, reconciliation platformsMartini processes BankTransactions incrementally, preserves source identifiers and totals, and can coordinate supported attachment retrieval.
CreditNotesCredits issued to customers or received from suppliers and applied to accounting processes.Salesforce, Shopify, NetSuite, reporting databasesMartini maps CreditNotes, tax, allocations, and statuses, applies business rules, and handles selected webhook notifications with resource re-fetching.

Authentication and security considerations

OAuth 2.0 and tenant authorization

Xero API access uses OAuth 2.0, refresh tokens, client credentials, granular product scopes, and authorization to one or more Xero organizations called tenants.

  • Store client secrets and refresh tokens in Martini secrets or secure environment configuration.
  • Keep tenant identifiers and authorization state separate for multi-organization deployments.
  • Request only the accounting, contacts, attachments, or other product scopes required by the workflow.
  • Protect exposed webhook endpoints and validate Xero webhook signatures before processing.

Controlled access

Martini can expose normalized APIs with its own authentication and authorization controls, reducing the need for downstream consumers to manage Xero credentials directly.

Operational considerations for Xero integrations

Rate limits and pagination

Xero applies API rate limits, and large collections such as Invoices, Contacts, and Payments must be processed page by page. Use throttling, bounded retries with backoff, and checkpoints for high-volume tenants.

Webhook reliability

Webhook notifications can be duplicated or arrive out of order. Validate signatures, deduplicate by event and resource identifiers, retrieve current resource state, and use scheduled reconciliation because webhook coverage is selective.

Financial data quality

Preserve Xero statuses, tenant context, currencies, tax values, account codes, rounding behavior, and source identifiers. Do not translate accounting states without explicit business rules.

Schema, testing, and recovery

Isolate Xero-specific mappings, monitor API changes and deprecations, test authorization and representative accounting states, and route authorization failures, validation errors, rate limits, and duplicate conflicts separately.

Why use Martini instead of scripts or point-to-point integrations?

Orchestration instead of isolated scripts

Martini provides a maintainable workflow layer for OAuth-protected API calls, webhook intake, pagination, mapping, business rules, target writes, and reconciliation. This keeps Xero-specific behavior explicit without duplicating integration logic across scripts.

Reusable integration assets

Teams can expose normalized APIs, reuse workflow logic, and isolate tenant configuration, mappings, and error policies. Martini can combine scheduled and event-driven processing when Xero webhook coverage is incomplete.

Operational control

Centralized checkpoints, idempotency, retry handling, logs, and monitoring make it easier to operate accounting integrations than a collection of point-to-point jobs. Custom logic can be added when vendor-specific transformation or validation requires it.

Frequently asked questions

How can Xero be integrated with enterprise systems?

Xero can be integrated through its REST-based Accounting API and related APIs using JSON over HTTPS, OAuth 2.0 authorization, tenant-specific access, pagination, reporting endpoints, attachment endpoints, and selected webhook-style notifications. Enterprise workflows commonly combine scheduled API retrieval with webhook-triggered processing and reconciliation.

Can Martini integrate with Xero?

Yes. Martini can integrate with Xero by consuming Xero REST APIs, securely managing OAuth 2.0 configuration, receiving supported Xero webhook requests, validating notifications, mapping Xero objects, and orchestrating scheduled or event-driven workflows.

Do I need a connector to integrate Xero with Martini?

No. A dedicated Xero connector is not required. Martini can integrate using Xero's confirmed native mechanisms, including REST APIs, OAuth 2.0, selected webhook notifications, reporting endpoints, pagination, and attachment APIs.

Is there any extra Lonti cost to integrate Xero with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate Xero. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Xero, cloud infrastructure, or other third-party systems based on subscriptions, usage, and deployment model.

Which Xero integration methods should architects use?

REST APIs are Xero's principal and recommended integration method. Use OAuth 2.0 with appropriate accounting scopes, selected webhooks for timely notifications, scheduled retrieval for complete synchronization, reporting APIs for warehouse loads, and attachment APIs when file association is required. Xero GraphQL and SOAP APIs should not be assumed.

Are Xero webhooks available for all accounting objects?

No. Xero supports webhook-style notifications for selected resources and event types, including areas such as invoices, contacts, credit notes, payments, prepayments, overpayments, manual journals, and supported quotes. Coverage should be checked for the exact resource, and workflows should handle duplicate or out-of-order notifications.

How does Martini synchronize Xero data reliably?

Martini can combine scheduled, paginated REST API extraction with selected webhook-triggered retrieval. Workflows use Xero object IDs, tenant-specific state, modification windows where supported, checkpoints, idempotency keys, reconciliation totals, and explicit status mappings to prevent duplicate or incomplete synchronization.

Can Martini expose an API façade over Xero?

Yes. Martini can expose a controlled REST API that normalizes selected Xero Contacts, Invoices, Payments, or reporting data for internal consumers. The façade can centralize OAuth access, tenant routing, validation, transformations, business rules, and consistent error handling without exposing Xero-specific details to every client.

Related Martini documentation

Xero APIs

Workflows

Data

Security

Operations

Connect Xero with Martini

Use Martini to build secure, observable Xero integrations around REST APIs, OAuth 2.0, selected webhooks, scheduled synchronization, data mapping, and enterprise workflow orchestration.

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