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How to connect FreeAgent and Xero
Create a New Scenario to Connect FreeAgent and Xero
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a FreeAgent, triggered by another scenario, or executed manually (for testing purposes). In most cases, FreeAgent or Xero will be your first step. To do this, click "Choose an app," find FreeAgent or Xero, and select the appropriate trigger to start the scenario.
Add the FreeAgent Node
Select the FreeAgent node from the app selection panel on the right.
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Configure the FreeAgent
Click on the FreeAgent node to configure it. You can modify the FreeAgent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Xero Node
Next, click the plus (+) icon on the FreeAgent node, select Xero from the list of available apps, and choose the action you need from the list of nodes within Xero.
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Authenticate Xero
Now, click the Xero node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Xero settings. Authentication allows you to use Xero through Latenode.
Configure the FreeAgent and Xero Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the FreeAgent and Xero Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring FreeAgent, Xero, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the FreeAgent and Xero integration works as expected. Depending on your setup, data should flow between FreeAgent and Xero (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect FreeAgent and Xero
FreeAgent + Xero + Slack: When a new invoice is created in FreeAgent, automatically create a matching invoice in Xero and then send a notification to a Slack channel.
Xero + FreeAgent + Google Sheets: Track new or updated sales invoices in Xero and compare them to invoices in FreeAgent, logging any discrepancies in a Google Sheet for reconciliation.
FreeAgent and Xero integration alternatives
About FreeAgent
Use FreeAgent in Latenode to automate accounting tasks. Create workflows that automatically reconcile bank data, generate reports, or update financial records based on triggers from other apps. Avoid manual data entry and ensure accuracy by connecting FreeAgent with your CRM, payment gateways, or e-commerce platforms.
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About Xero
Automate accounting tasks with Xero in Latenode. Sync invoices, track payments, and manage contacts within larger workflows. Use Latenode's visual editor to connect Xero data to other apps, like CRM or e-commerce platforms, triggering actions based on Xero events. Simplify reconciliation and reporting with customized automation.
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See how Latenode works
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FAQ FreeAgent and Xero
How can I connect my FreeAgent account to Xero using Latenode?
To connect your FreeAgent account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select FreeAgent and click on "Connect".
- Authenticate your FreeAgent and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate invoice creation across FreeAgent and Xero?
Yes! With Latenode, automate invoice creation in Xero based on FreeAgent data. Latenode's flexibility means you can customize the process using JavaScript or AI for advanced logic, reducing manual data entry.
What types of tasks can I perform by integrating FreeAgent with Xero?
Integrating FreeAgent with Xero allows you to perform various tasks, including:
- Automatically creating Xero invoices from new FreeAgent expenses.
- Syncing customer data between FreeAgent and Xero for unified records.
- Generating financial reports in Xero based on FreeAgent transactions.
- Transferring bank transaction data from FreeAgent to Xero daily.
- Updating Xero contacts when new clients are added in FreeAgent.
How secure is my FreeAgent data when using Latenode?
Latenode uses industry-standard encryption and security protocols to protect your FreeAgent and Xero data during integration and workflow execution.
Are there any limitations to the FreeAgent and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration between the two platforms may require manual intervention.
- Custom fields in FreeAgent may require specific mapping configurations in Latenode.
- Real-time synchronization depends on the API rate limits of FreeAgent and Xero.
