Xero
What Paperbeam reads from Xero, the read-only access it asks for and why, filters, and the beats it feeds.
Billing & finance
Read-only OAuth
Invoices issued and paid, customer payments, new contacts, profit and loss and balance sheet totals from Xero.
What we read
- Events
- Metric values
Only the reporting window of each edition is read. Paperbeam stores derived facts and short excerpts, not copies of your Xero data, and keeps raw evidence only for your retention period.
Access we ask for, and why
| Scope | Why |
|---|---|
accounting.invoices.read | Read sales invoices (accounting.transactions.read on apps created before 2 March 2026) |
accounting.payments.read | Read customer payments (accounting.transactions.read on older apps) |
accounting.contacts.read | Find new customers and contacts |
accounting.settings.read | Read the organisation name, base currency and short code for links |
accounting.reports.profitandloss.read | Profit and loss totals (accounting.reports.read on older apps) |
accounting.reports.balancesheet.read | Balance sheet totals (accounting.reports.read on older apps) |
offline_access | Keep collecting without asking you to sign in again |
All access is read-only. You can revoke it from Xero at any time, or disconnect the source in Paperbeam.
Connect Xero
- Go to Sources and choose Xero.
- Click Continue to Xero and approve the read-only access in the window that opens.
- The credential is encrypted before it is stored and never shown again. Use Sync now on the source’s page to see what it collects from the last 24 hours, and set filters there.
You need the admin or owner role in Paperbeam, and enough permission in Xero to grant read access to the data listed above.
Filters
Set on the source’s page at Sources›Xero. Filtered-out data is never collected.
| Filter | Effect |
|---|---|
| Organisation | Optional. The Xero organisation (tenant id) to read when you authorised several; defaults to the first one. |
To keep specific people, channels or topics out of the paper across all sources, use exclusion rules and the never-mention list in House style.
Beats
Xero is a source for:
Stories land in whichever of your sections fits them best.