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How to connect Square and Xero
Create a New Scenario to Connect Square 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 Square, triggered by another scenario, or executed manually (for testing purposes). In most cases, Square or Xero will be your first step. To do this, click "Choose an app," find Square or Xero, and select the appropriate trigger to start the scenario.
Add the Square Node
Select the Square node from the app selection panel on the right.
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Add the Xero Node
Next, click the plus (+) icon on the Square 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 Square 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 Square 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Square, 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 Square and Xero integration works as expected. Depending on your setup, data should flow between Square 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 Square and Xero
Square + Xero + Google Sheets: When a new paid order is created in Square, a sales invoice is created in Xero, and the transaction details are logged in a Google Sheet for analysis.
Xero + Square + Slack: When a new sales invoice is created or updated in Xero (potentially resulting from a Square transaction), a notification is sent to a designated Slack channel to inform the sales team.
Square and Xero integration alternatives
About Square
Automate Square tasks in Latenode: sync payments with accounting, trigger fulfillment on successful transactions, and send custom invoices based on CRM data. Use visual workflows to connect Square with other apps, add logic with JS, and scale without step limits. Streamline finance operations.
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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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FAQ Square and Xero
How can I connect my Square account to Xero using Latenode?
To connect your Square account to Xero on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Square and click on "Connect".
- Authenticate your Square and Xero accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate reconciliation between Square sales and Xero?
Yes, you can! Latenode's flexible workflows allow automatic reconciliation, saving time and reducing errors. Use JavaScript and AI to handle complex cases!
What types of tasks can I perform by integrating Square with Xero?
Integrating Square with Xero allows you to perform various tasks, including:
- Automatically create Xero invoices from Square transactions.
- Synchronize customer data between Square and Xero.
- Record Square sales as revenue in Xero automatically.
- Generate detailed financial reports combining Square and Xero data.
- Update Xero inventory based on Square sales in real-time.
How does Latenode handle currency conversions between Square and Xero?
Latenode supports currency conversion. You can use built-in functions or connect to external APIs for accurate, automated exchange rates.
Are there any limitations to the Square and Xero integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical data migration might require custom scripting.
- Complex tax calculations may need JavaScript for full customization.
- Certain Square reporting features might not have direct Xero equivalents.
