Xero icon connected icon microsoft-teams icon

Xero and Microsoft Teams integration

Easily show your live Xero data inside Microsoft Teams

Get the power of a smart assistant that talks to your Xero data and pin relevant Adaptive Cards to the built-in dashboard

Screenshot of Microsoft Teams
App picker with Xero selected
Xero icon


Bank accounts

Your Xero data is now securely showing in Microsoft Teams

Xero icon connected icon microsoft-teams icon

Make your work life easier with the adenin smart integration between Xero and Microsoft Teams

Bring the power of Xero to Microsoft Teams. With adenin’s smart integration, you can now access your Xero data in a seamless and interactive manner right within Teams. Save time, improve efficiency and boost your productivity.

  • Adaptive Cards: Use Adaptive Cards to fetch and display data from Xero. Get smart, actionable notifications right within your Teams chats.
  • Smart Chatbot: Interact with your data using a Smart Chatbot. Ask the bot for Xero details and get instant responses. No more switching between apps!
  • Forms: Use forms to input data to Xero directly from Teams. It's simple, efficient and saves you from navigating multiple screens.
  • Dashboard: Get a unified view of your financials with the integrated dashboard. Monitor your Xero data without leaving Teams.
  • Microsoft 365: Seamlessly integrate and align with your existing Microsoft 365 work environment. No additional tools or software needed.
  • MetaOS app: Enhance your Teams experience by using the MetaOS app with the adenin integration. Get all your Xero data in one place.

Remember, this is not just about bringing Xero to Teams. It’s about making your life easier, saving time, and boosting productivity. So, what are you waiting for? It’s time to break free from app-switching fatigue and start your free account with adenin today!

Connect Xero to Microsoft Teams now

About adenin’s Microsoft Teams channel

Ask your adenin smart assistant anything in Microsoft Teams, just like you would ask a colleague. The built-in language processor, understands user questions naturally and pulls up the correct real-time data to fulfill their request. Save your team valuable time... Read more

Alternative chatbot to Microsoft Teams

Frequently asked questions about Microsoft Teams Xero integration (FAQ)

What data sources are available for Xero?

Xero provides the following 3 data sources:

Xero integration
Bank accounts
Shows the balances from your bank acconuts as they are in Xero
Xero integration
Upcoming leaves (AU)
See upcoming employee leave from your Australian Xero account
Xero integration
Upcoming leaves (UK/NZ)
See upcoming employee leave from your connected Xero (UK/NZ) account

Is the Microsoft Teams integration free?

Yes, Microsoft Teams is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Microsoft Teams are free, the use of adenin (including using data from Xero) incurs usage charges according to your plan. See the pricing page for details →

Who is the Microsoft Teams integration for?

adenin’s Microsoft Teams connector is a popular choice for Finance & Accounting, Human Resources and Internal Comms teams at small to large organizations. The data sources that are built into Xero (see above) are incredibly simple to integrate into Microsoft Teams and don't require any technical know-how. The adenin platform completely handles authenticating with Xero and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Microsoft Teams.

Do I have to be a developer to use the Microsoft Teams integration with Xero?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Xero is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Xero integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Xero data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the Microsoft Teams integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Xero data is safely delivered to Microsoft Teams?

We use the secure OAuth standard which means you authorize adenin accessing your Xero data and in turn authorize us to share this data with Microsoft Teams. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Microsoft Teams) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Xero integration for Microsoft Teams

With adenin you can easily integrate any business app into Microsoft Teams

  1. Click the Add button below

    adenin logoAdd Xero to adenin
  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Xero integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Xero account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Xero API.

    Image of Xero securely connecting with authorization from user
    Xero icon


  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your Xero Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Xero works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s Microsoft Teams integration to your Microsoft Teams account.

Simply follow the Add to Teams button to open the adenin app in Microsoft Teams. Click Add to add it to your Teams account.

Then you can choose between Chat and Dashboard to either speak to the chatbot or see your personal dashboard.

If you see an error message like this, it's likely that you don't have the correct permissions to install our Teams app. Please contact your administrator.

Salesforce logo Xero logo Confluence logo New Relic logo Smartsheet logo Webex logo Trello logo
Typeform logo Workday logo Airtable logo Shopify logo Sage logo Freshdesk logo Asana logo

With all our other apps, your possibilities are endless

adenin’s Microsoft Teams integration isn't just limited to Accounting applications, such as Xero. Truly transform your Microsoft Teams experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

Browse App Directory 
All product names, logos, and trademarks are property of their respective owners. All company, product and service names used on this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.