Using the Xero Integration

Learn how to use the Deplyr Xero integration.

Deplyr provides you a pre-authenticated instance of the Xero Node SDK (xero-node). It's very simple to get started, just follow the steps below:

  • Log in to Deplyr, click Integrations in the left navigation, and then click "Connect" on the Xero integration.

  • Then go back to Dashboard, click "Create App" with AI and try something like "Create an app that will fetch unpaid invoices" for your prompt.

Usage Tips & Limitations

  • If you have multiple tenants (businesses) on your Xero account, make sure your code handles selecting the correct tenant

  • Deplyr is not intended for setting up your Xero accounts for your business. It is assumed that you have a Xero account and business already set up and are looking to build internal tools

  • Deplyr is intended for build internal-facing tools. If you're interested in building an entirely stand alone Xero app that is intended for use by your customers, then you will need to build your own integration to Xero. We have a blog post that can help you get started with that.


Example - Product Look Up

Let's build a simple product/service look up tool that your non-accounting team can use.

The problem: Xero does not provide granular permissions and I need my sales assistants to be able to look up pricing directly from Xero. I can't give my sales assistants access to Xero, but I need them to have up-to-date data.

This example shows how Deplyr’s AI chat can generate a fully functional app from a single prompt. While the app is intentionally simple, making single-shot code-generation expected to be successful, it still highlights the speed and ease of building with Deplyr.

Prerequisites:

  1. Connect Xero: on the Integrations tab in Deplyr click Connect.

  2. Make sure you have an existing tenant in your Xero account

Try the following prompt

Create an app that will allow me to look up product details based on a product ID.

Video Example

In the video example below you will see how to connect to Xero and build a simple app.

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