Xero Integration Setup – MSPbots.ai

The comprehensive dashboards and smart Business Intelligence (BI) solutions that come with Xero's integration with MSPbots provide MSP businesses with more opportunities to grow and enhance business management. This article is your guide for setting up this integration so that you can start utilizing MSPbots automation with Xero to get books done faster and to track bills and payments, inventory, invoicing, purchase orders, and reporting more efficiently.

Prerequisites

You must have the following to ensure a successful connection between MSPbots and Xero:

A standard or advisor role to your account in the Xero app
Admin role for modifying the settings in the MSPbots app

Data flow diagram

MSPbots sync customer data from Xero through the following interfaces, and once synced to MSPbots, they are displayed in datasets, widgets, bots and dashboards.

account.settings
accounting.contacts
accounting.transactions
accounting.reports.read

Data flow diagram-xero.jpg

How to connect Xero to MSPbots

Log in to the MSPbots app as an admin and go to Integrations.
In the Integrations window, search for Xero and click it to open the connection settings.

As an alternative, go to the Categories section on the side menu, select Accounting, and click Xero.
Next, click Sync to authorize MSPbots to connect to your Xero company files. This action will open the login page for Xero. If you are already logged in, you will be directed straight to the Xero application.
When the Log in to Xero pop-up opens, enter your Xero Email address and Password and click Log in.
Enter the authentication code and click Confirm.
Select an organisation you want MSPbots to access and click Allow access.
You have successfully connected MSPbots to Xero when the pop-up with the message MSPbots Xero oauth redirect success! appears.
Go back to Integrations on the MSPbots app to verify your connection. The status Success should be displayed beside Xero.

The data sync should be completed within 20-30 minutes. Once the data source is saved, the dashboard, reports, datasets, and pointers will be added to your account.

(Optional) How to set permissions for Xero integration

In general, the default permissions are sufficient for use, without the need to add any additional permissions.
If you have specific requirements, selectable permissions can be configured.

Log in to the MSPbots app as an admin and go to Integrations.
In the Integrations window, search for Xero.
Click the ellipsis button and select Permission.
Click the Permission List dropdown, and select the permissions that users belonging to your company need to have.
If you want to know the descriptions of each permission, refer to Description of Xero Permissions.
- The permission displayed as when hovering over is a default permission that is checked and cannot be configured.
- The permission displayed as when hovering over is a selectable permission.
Click Save.
When Success appears, it means you have successfully configured.
To apply your settings successfully, repeat steps 3 to 8 in the How to connect Xero to MSPbots chapter to reconnect the Xero integration.

FAQs

How to disconnect from Xero?

In the Integrations window, search for Xero.
Click the ellipsis button, and select Remove.
Click Remove.

What doesn’t our integration do?

Our integration will not automatically update customer data in Xero.

When and how does data sync occur?

We synchronize customer data in Xero through manual triggering.

To sync data manually:

Click the ellipsis button, and select Detail.
Click the Sync Data button on the row where the API you want to sync data is located.

Description of Xero Permissions

No.	Permission	Status	Xero Offical Description	Usage in MSPbots
1	offline_access	Checked by default	To get a refresh token, you must request the offline_access scope. A refresh token allows you to refresh your access token and maintain an offline connection.	Basic permission, allows MSPbots to call Microsoft APIs persistently, enabling further automation of syncing user information. After the tenant authorize Xero integration in MSPbots, there is no need for repeated authorization. MSPbots will automatically sync the latest information of all users in that tenant.
2	accounting.settings. read	Checked by default	View your organisation settings.	After the tenant authorizes Xero integration, allows MSPbots to read your organization settings information of all users in the current tenant, including accounts, branding themes, currencies, employees, items, invoice reminders, organizations, tax rates, tracking categories, and users.
3	accounting.reports. read	Checked by default	View your reports.	After the tenant authorizes Xero integration, allows MSPbots to read the reports information of all users in the current tenant, including accounts payable listed by contact, accounts receivable listed by contact, balance sheet, bank summary, BAS report, budget summary, executive summary, GST report, profit and loss statement, and trial balance.
4	accounting.contacts. read	Checked by default	View your contacts.	After the tenant authorizes Xero integration, allows MSPbots to read contacts and contact groups of all users in the current tenant.
5	accounting. transactions	Checked by default	View and manage your business transactions.	After the tenant authorizes Xero integration, allows MSPbots to read business transactions of all users in the current tenant, including bank transactions, bank transfers, batch payments, credit notes, expense claims, invoices, related transactions, manual journals, overpayments, quotes, payments, prepayments, purchase orders, receipts, and repeating invoices.
6	payroll.employees. read	Optional	View your employees.	After the tenant authorizes Xero integration, allows MSPbots to read employees and leave application information of all users in the current tenant.
7	accounting.journals. read	Optional	View your general ledger.	After the tenant authorizes Xero integration, allows MSPbots to read the journals of all users in the current tenant.