Microsoft SharePoint Online and Xero Integration

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Automatically archive invoices from Xero in Microsoft SharePoint Online. Latenode's visual editor makes it easy to build advanced document workflows with custom logic, using affordable execution-based pricing.

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Microsoft SharePoint Online

Xero

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft SharePoint Online and Xero

Create a New Scenario to Connect Microsoft SharePoint Online 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 Microsoft SharePoint Online, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft SharePoint Online or Xero will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Xero, and select the appropriate trigger to start the scenario.

Add the Microsoft SharePoint Online Node

Select the Microsoft SharePoint Online node from the app selection panel on the right.

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Microsoft SharePoint Online

Configure the Microsoft SharePoint Online

Click on the Microsoft SharePoint Online node to configure it. You can modify the Microsoft SharePoint Online URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Microsoft SharePoint Online

Sign In

Run node once

Add the Xero Node

Next, click the plus (+) icon on the Microsoft SharePoint Online 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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Microsoft SharePoint Online

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Xero

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.

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Sign In

Run node once

Configure the Microsoft SharePoint Online 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.

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Xero Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Microsoft SharePoint Online 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 Microsoft SharePoint Online, 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 Microsoft SharePoint Online and Xero integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online 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 Microsoft SharePoint Online and Xero

SharePoint Online + Xero + Microsoft Teams: When a new file is saved in SharePoint, a new contact is created in Xero. A confirmation message, including the contact details, is then posted to a specified Microsoft Teams channel.

Xero + SharePoint Online + Microsoft Teams: When a new sales invoice is created in Xero, the invoice is downloaded and uploaded to SharePoint. Subsequently, a message is sent to a Microsoft Teams channel notifying users of the new invoice.

Microsoft SharePoint Online and Xero integration alternatives

About Microsoft SharePoint Online

Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.

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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FAQ Microsoft SharePoint Online and Xero

How can I connect my Microsoft SharePoint Online account to Xero using Latenode?

To connect your Microsoft SharePoint Online account to Xero on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft SharePoint Online and click on "Connect".
  • Authenticate your Microsoft SharePoint Online and Xero accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate invoice archival from Xero to SharePoint?

Yes, easily. Latenode allows you to automate this process with visual blocks and JavaScript, ensuring every invoice is securely stored, offering centralized document management.

What types of tasks can I perform by integrating Microsoft SharePoint Online with Xero?

Integrating Microsoft SharePoint Online with Xero allows you to perform various tasks, including:

  • Automatically archiving Xero invoices in designated SharePoint folders.
  • Creating SharePoint records from new Xero contacts.
  • Updating SharePoint lists with Xero payment data.
  • Triggering Xero invoice creation from SharePoint document updates.
  • Synchronizing customer details between Xero and SharePoint libraries.

What kind of Microsoft SharePoint Online triggers are available?

Latenode supports triggers like new file uploads and list item changes, automating workflows upon SharePoint events.

Are there any limitations to the Microsoft SharePoint Online and Xero integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large data migrations between the services can take time.
  • Complex custom field mappings may require JavaScript scripting.
  • API rate limits of Microsoft SharePoint Online and Xero may affect high-volume workflows.

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