01
Map the workflow
Define triggers, records, owners, exceptions, and the consequence of a mistake.
Custom integration scope
Designed around your workflow and permissions
Connect Xero to the workflows around it
Automate reviewed workflows around invoices, bills, payments, and accounting data.
Typical objects
The records a scoped build may use
- Contacts
- Invoices and credit notes
- Payments and bank transactions
- Accounts and reports
Workflow examples
Practical patterns to evaluate
These are design examples, not claimed customer deployments or results.
- 01
Validate and prepare a payable or receivable record.
- 02
Assemble reconciliation candidates and unresolved exceptions.
- 03
Synchronize reviewed customer or vendor status with another system.
Delivery sequence
Integration work starts with the operating process
02
Confirm access
Check the platform edition, APIs, authentication, scopes, limits, and data policy.
03
Build and test
Implement narrow actions and verify normal, failure, retry, and approval paths.
04
Operate deliberately
Document ownership, logs, escalation, stop controls, and the change process.
Platform consideration
Tenant selection, OAuth scopes, accounting periods, tax rules, idempotency, and rate limits require tenant-specific handling.
Scope before promise
Platform editions, API access, permissions, rate limits, vendor policies, security requirements, and data residency can change what is feasible. CombineApps confirms scope before implementation.
Bring one real workflow
Define what Xero should read, change, and leave for a person
We can map the systems, authority, exception paths, and test cases before deciding how the integration should be built.