How to connect Xero
- Open Connectors in RevampKey and search for Xero.
- Click Connect and approve access on Xero's own sign-in page.
- Come back and ask in plain English. The agent asks before it changes anything.
Tools the agent can use (20)
get_financial_positionget_cash_positionget_profit_and_lossget_top_customers_by_revenueget_organisation_financial_yearget_organisation_infoget_aged_receivablesget_aged_payablesget_invoicesshow_invoices_summaryget_contactsget_billsget_repeating_invoicesget_repeating_billsget_tracking_categoriesget_purchase_ordersget_chart_of_accountsget_bank_account_transactionsget_1099_report_summaryget_connected_organisations