Integrating Symphona with Xero

Welcome to this streamlined guide aimed at assisting small and midsize business owners in integrating Symphona with Xero accounting software. By connecting Symphona's intelligent automation with Xero, you are creating an efficient pathway to handle your business's financial operations. Let's guide you through each step, making certain to include all necessary technical details without overwhelming complexity.

Step 1: Create Your Symphona Workflow

Begin by signing into your Symphona account. Look for the “New Process” button, which you'll usually find in the top-right corner of your dashboard. Click on this to kickstart the creation of a new automated workflow tailored for Xero.

Step 2: Naming and Customizing Your Workflow

Name your workflow in a manner that clearly describes its purpose. Add a brief description for easy identification. After this, hover over your process on the dashboard and select “Edit Process.” This will open the Process Editor, where you can craft the automation steps.

Step 3: Incorporating Integration Steps

Within the Process Editor, direct your focus to the “Step Library” on the right. Scroll to find the “Integration” section. From there, drag the “Invoke REST API (General)” action into the workspace situated between the “Start” and “Stop” workflow controls.

Step 4: Establish API Connections with Xero

API connections are vital for communication between Symphona and Xero, and they require specific endpoint URLs and authentication credentials:

Endpoint URL

• An endpoint URL is the web location where your API requests are sent. Xero provides detailed documentation on the various endpoints available for different data entities such as invoices, contacts, or accounts. Generally, a Xero API endpoint will look something like "https://api.xero.com/api.xro/2.0/{Endpoint}", where "{Endpoint}" specifies the resource you wish to access.

Authentication Credentials

• Xero uses OAuth 2.0 protocol for authentication, protecting all data exchanges between Symphona and Xero. To get started, you will need to register an application on the Xero Developer platform to receive your unique set of credentials, including the client ID and client secret.
• It's important to handle these credentials with care, keeping them secure and private at all times.

In the Symphona Process Editor, set up each API call by choosing the correct HTTP method (GET, POST, PUT, DELETE) as dictated by the task at hand. Ensure these calls also include the accurate endpoint URL and your OAuth credentials.

Step 5: Implement and Activate Your Workflow

After configuring the integration, execute several test runs within Symphona to validate that all connections are operating correctly, making any necessary adjustments. Following a successful test phase, move forward by activating the workflow to begin automating tasks between Symphona and Xero.

Conclusion and Additional Xero Resources

Uniting Symphona's BPA functions with Xero’s accounting tools streamlines your financial processes, redeploying valuable time to other business growth activities. Refer to the following resources for in-depth API and authentication assistance:

• Xero API Documentation: Developer Center
• Xero OAuth 2.0 Authentication Guide: OAuth 2.0 Guide

Customize the integration process to align with your unique business structure and needs for the best results.

Good luck with your integration, and here's to your business's enhanced efficiency with Symphona and Xero!

• Integrating Symphona with Xero
• Step 1: Create Your Symphona Workflow
• Step 2: Naming and Customizing Your Workflow
• Step 3: Incorporating Integration Steps
• Step 4: Establish API Connections with Xero
• Endpoint URL
• Authentication Credentials
• Step 5: Implement and Activate Your Workflow
• Conclusion and Additional Xero Resources