Xero icon connected icon sharepoint icon

Xero and SharePoint integration

Easily show your live Xero data inside SharePoint

Easily embed our Xero web part onto your SharePoint online pages and customize their design

Screenshot of SharePoint
App picker with Xero selected
Xero icon

Xero

Bank accounts

Your Xero data is now securely showing in SharePoint

Xero icon connected icon sharepoint icon

Unleash the power of Xero and SharePoint integration with adenin! Our SaaS app allows you to blend the capabilities of Xero's cloud-based accounting with SharePoint's collaborative platform. This not only simplifies your business operations but also enhances your productivity significantly.

Features

  • Embed Xero data directly into your SharePoint environment using our simple and intuitive Web Part
  • Seamlessly search your Xero data from within SharePoint, thanks to our advanced search capabilities
  • Fully compatible with Microsoft 365 for smooth integration with your existing tools

Benefits

  • Stay updated with real-time accounting data and insights without having to switch between platforms
  • Improve team collaboration with shared access to vital financial information
  • Streamline your workflows with a unified platform for all your business needs
  • Enjoy a developer-friendly environment with easy API data integration

Discover a new way of working by integrating Xero with SharePoint. Start your free account with adenin today and experience seamless business operations like never before!

Connect Xero to SharePoint now

About adenin’s SharePoint channel

Make working together better with the Card maker web part that easily lets you embed your adenin personal dashboard cards into Microsoft 365 SharePoint.Enhance your SharePoint intranet with this plugin that shows Adaptive Cards including interactive elements, such as lists, images,... Read more

Alternative intranet to SharePoint

Frequently asked questions about SharePoint 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 SharePoint integration free?

Yes, SharePoint 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 SharePoint 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 SharePoint integration for?

adenin’s SharePoint 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 SharePoint 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 SharePoint.

Do I have to be a developer to use the SharePoint 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 SharePoint 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 SharePoint?

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 SharePoint. 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 SharePoint) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Xero integration for SharePoint

With adenin you can easily integrate any business app into SharePoint

  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

    Xero

  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 SharePoint integration to your SharePoint account.

How to add an Adaptive Card as a SharePoint WebPart

  1. Add the Card maker web part to a SharePoint page
  2. Then open the configuration panel and click on Generate a Card Share URL. This will open a blank Adaptive Card in the Designer.
  3. Simply design your Card by dragging-and-dropping in elements and connect it to your 3rd party app by clicking Connect to data source. Click on the Share button once you're ready to embed the Adaptive Card into SharePoint.
  4. Then just copy the URL across to your web part and your Adaptive Card will start to appear instantly on your SharePoint page
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With all our other apps, your possibilities are endless

adenin’s SharePoint integration isn't just limited to Accounting applications, such as Xero. Truly transform your SharePoint 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.

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