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Setup Guide

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1. Add Xero to Paragon

Click the ”+” button in the workflow canvas and choose Xero from the sidebar. Under Choose your Xero account, select “Add new account for Xero” and log in to the Xero account you want to connect to.

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2. Query Xero

Once your Xero account is connected, you can add steps to perform the following actions:

  • Get Accounts

  • Get Contacts

  • Create Customer

  • Update Customer

  • Get Invoices

  • Create Invoice

  • Update Invoice

  • Send Invoice

  • Get Payments

  • Create Payments

When creating or updating customers and invoices in Xero, you can reference data from previous steps by typing {{ to invoke the variable menu.