Connect Xero to Well

All(12)Triggers from Xero(8)Actions in Xero(4)

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  When a Xero invoice is read

  Pulls Xero sales and purchase invoices with contact, line items, totals, and tax.

  Trigger·Invoice
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  When a Xero bank transaction is read

  Captures spent and received money transactions reconciled in Xero with amount and account code.

  Trigger·Transaction
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  When a Xero contact is read

  Pulls Xero contacts with name, trading address, and tax number to match against your companies.

  Trigger·Company
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  When a Xero bank account is read

  Pulls the bank-type accounts from the Xero chart of accounts with currency and account number.

  Trigger·Account
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  When a Xero invoice attachment is read

  Picks up the source PDF attached to a Xero invoice as a document.

  Trigger·Document
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  When a Xero payment is read

  Reads the payment applied to a Xero invoice or bill with method, account, and amount.

  Trigger·Payment method
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  When a Xero credit note is read

  Captures Xero credit notes with contact, totals, and tax so refunds reconcile against the original invoice.

  Trigger·Invoice
• 

  When a Xero purchase order is read

  Pulls Xero purchase orders with supplier, line items, and totals to match against the arriving bill.

  Trigger·Invoice
• 

  Create a draft bill in Xero

  Well forwards the PDF to your Xero email-in address; Xero creates a draft bill via Hubdoc with contact, dates, totals, line items, and tax type pre-filled. You review and post.

  Action·Invoice

1. 01

   Connect Xero for reading, and point Well at email-in for bills

   Connect Xero from Well's Connections panel. The read side runs through Well's hosted Xero MCP server, which registers via Dynamic Client Registration against Xero's OAuth, so you approve read scopes on Xero's screen. For the write side, give Well your Xero email-in address, which is where extracted bill PDFs are forwarded.

   • AuthOAuth (MCP DCR via Well)
   • ReadMCP server
   • WriteXero email-in (Hubdoc)
2. 02

   Map your entities

   On the read path Well brings in invoices, bills, contacts, and bank transactions and maps each through its data-views layer; an invoice becomes a receivable, a bill a payable, a bank transaction the ledger line it matches.

   • Mappingpreconfigured by Well
3. 03

   Use the data

   On the write path Well forwards an extracted PDF to your Xero email-in address and Hubdoc drafts a bill with the contact, dates, totals, line items, and tax type for you to review and post inside Xero. Direct journal posting through Xero's API is on the roadmap, not shipped, so today the draft bill is the write path.

   • First syncstarts as soon as connect completes

The read handshake completes in about a minute and older records backfill in the background. Email-in drafts appear in Xero shortly after Well forwards each PDF; you always post them yourself.