How to set up Xero on Rapidomize

  1. To use Xero with Rapidomize, you must connect your Xero account to Rapidomize. If you already have an account with Xero, you can use it. If not, you need to create an account with Xero.

  2. Once you select Xero app from the list of ICApps, authorize Rapidomize to access your Xero account.

  3. Click “Authorize” to allow Rapidomize access your Xero account.

    Xero

  4. Sign in to your Xero account and provide permission to Rapidomize, to access your Xero account. Full edit permission is required for create/update actions. You will only need “view only” permission for triggers and data retrievals.

Xero

  1. Once Rapidomize is connected to your Xero account, you can proceed with your ICApp creation.

Xero

Tip: Whenever you want to select data values from previous steps, click select data button button in our workflow.


Setting up your Xero Trigger

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Setting up your Xero Action

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Last modified March 2, 2022