Accounting integration
Xero and Xevrion
Connect Xero with your own account. Xevrion reads organisation and, only if you allow it, can create invoices (as DRAFT unless you choose otherwise).
It lets Xevrion use Xero in Business Operations, Decision Intelligence. Access: reads and writes. Invoices are created as drafts by default, so nothing is issued until a person approves it in Xero.
| Detail | Xero |
|---|---|
| Access | Reads and writes |
| How you connect | Xero sign-in (OAuth 2.0 with PKCE) |
| Permissions requested | accounting.transactions(.read) · accounting.contacts(.read) · accounting.settings.read |
| How data moves | Reads on a schedule; writes are idempotent |
| You also provide | The organisation you choose on Xero's consent screen |
| Where the credential is kept | Sealed in Xevrion's secret store; the application database holds only a reference |
What Xevrion reads
- Organisation
- Invoices
- Contacts
What Xevrion may write, with your permission
- Create invoices (as DRAFT unless you choose otherwise)
- Create contacts
Security
What connecting means for your data.
Worth knowing
Invoices are created as drafts by default, so nothing is issued until a person approves it in Xero.
- You sign in on Xero's own page; Xevrion never sees your password.
- Read and write are separate permissions, and you can connect read-only.
- The credential is sealed in a separate secret store, never kept in the application database.
- Every write is idempotent and logged, and an unclear outcome is reconciled rather than retried.
- Disconnect at any time from your portal.
Questions
About Xero.
What can Xevrion see in Xero?
Only organisation; invoices; contacts, within the permissions you approve.
Can Xevrion change anything in Xero?
Only with write permission: create invoices (as DRAFT unless you choose otherwise); create contacts. Every change carries an idempotency key, so a retry can never create a duplicate, and is logged.
How do I disconnect Xero?
From the Integrations page in your portal. Disconnecting revokes the connection straight away, and cancelling your subscription revokes every connection automatically.
Also in Accounting
Connect Xero in a few minutes.
Create your workspace, then connect with your own account from the Integrations page.
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