Concur and Xero integrations and automations

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Customize your Concur and Xero integration with the following triggers and actions.

Triggers

When this happens…

Concur
  • New expense report submission
    New expense report submission in Concur
  • New expense report
    New expense report in Concur
  • New or updated invoice
    New or updated invoice in Concur
  • New or updated expense report
    New or updated expense report in Concur

    • Any other trigger you can think up

Xero
  • New/updated credit note
    New/updated credit note in Xero
  • New/updated item
    New/updated item in Xero
  • New/updated overpayment
    New/updated overpayment in Xero
  • New/updated prepayment
    New/updated prepayment in Xero
  • New/updated account
    New or updated account in Xero
  • New/updated bill
    New/updated bill in Xero
  • New/updated contact
    New/updated contact in Xero
  • New/updated employee
    New or updated employee in Xero
  • New/updated invoice
    New/updated invoice in Xero
  • New/updated payment
    New or updated payment in Xero

    • Any other trigger you can think up

Actions

Do this…

Concur
  • Custom action
    Custom action in Concur (Custom)
  • Upload receipt image
    Upload receipt image in Concur
  • Create list item
    Create list item in Concur
  • Create vendors
    Create vendors in Concur
  • Delete list item
    Delete list item in Concur
  • Get all attendee types
    Get all attendee types in Concur
  • Get all expense group configurations
    Get all expense group configurations in Concur
  • Get all expense types
    Get all expense types in Concur
  • Get all lists
    Get all lists in Concur
  • Get all payment types
    Get all payment types in Concur
  • Get all users
    Get all users in Concur
  • Get entry image URL
    Get entry image URL in Concur
  • Get expense report details
    Get expense report details by report ID in Concur
  • Get all list item
    Retrieve first level list item in Concur
  • Get invoice details
    Get invoice by ID in Concur
  • Submit expense report through a workflow
    Submit expense report through a workflow in Concur
  • Search expense reports
    Search expense reports in Concur
  • Search vendors
    Search vendors in Concur
  • Update vendors
    Update vendors in Concur

    • Any other action you can think up

Xero
  • Custom action
    Custom action in Xero (Custom)
  • Upsert line item to bill or invoice
    Upsert line item to bill/invoice in Xero
  • Add person(s) to contact
    Add person(s) to contact in Xero
  • Create timesheet with 1 line item
    Create timesheet with a single line item in Xero
  • Create bank transaction
    Create bank transaction in Xero
  • Create bill with 1 line item
    Create bill with a single line item in Xero
  • Create bill with multiple line items
    Create bill with multiple line items in Xero
  • Create contact
    Create contact in Xero
  • Create credit note with line items
    Create credit note with multiple line items in Xero
  • Create employee (US)
    Create employee in Xero
  • Create employee (AU)
    Create employee in Xero
  • Create invoice with 1 line item
    Create invoice with a single line item in Xero
  • Create invoice with line items
    Create invoice with multiple line items in Xero
  • Create item
    Create item in Xero
  • Create manual journal with line items
    Create manual journal with multiple line items in Xero
  • Create overpayment
    Create overpayment in Xero
  • Create invoice payment
    Create invoice payment in Xero
  • Create prepayment
    Create prepayment in Xero
  • Create purchase order with line items
    Create purchase order with multiple line items in Xero
  • Get contact details
    Get contact details inXero
  • Get bill or invoice details
    Get bill/invoice by ID or number in Xero
  • Get online invoice URL
    Get online invoice URL in Xero
  • Get manual journal by ID
    Get manual journal by ID in Xero
  • Get payment
    Get payment in Xero
  • Get purchase order
    Get purchase order by ID in Xero
  • List accounts
    List accounts in Xero
  • List currencies
    List currencies in Xero
  • List tax rates
    List tax rates in Xero
  • Search accounts
    Search for accounts in Xero
  • Search bank transactions
    Search for bank transactions in Xero
  • Search contacts
    Search for a contact in Xero
  • Search credit notes
    Search credit notes in Xero
  • Search bills or invoices
    Search bills/invoices in Xero
  • Search items
    Search items in Xero
  • Search manual journals
    Search for manual journals in Xero
  • Search overpayments
    Search overpayments in Xero
  • Search payments
    Search payments in Xero
  • Search prepayments
    Search prepayments in Xero
  • Search purchase orders
    Search purchase orders in Xero
  • Update contact
    Update contact in Xero
  • Update bill or invoice header details
    Update bill/invoice header details in Xero
  • Update bill or invoice with line items
    Update bill/invoice with line items in Xero
  • Update item
    Update item in Xero
  • Update manual journal and line items
    Update manual journal headers and line items in Xero
  • Upload attachment
    Upload attachment to a sales record
  • Void payment
    Void payment in Xero

    • Any other action you can think up

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