Dropbox logo + Xero logo

Automate Dropbox & Xero

Stop paying for mismatched spreadsheets. Sync data between Dropbox and Xero in real-time, so you can manage your operations without the busywork.

Custom API Integration
Secure Data Transfer
Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Dropbox"]
        T1(["Empty DD"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth} V -->|Fail| DLQ[Dead Letter
Queue] V -->|Pass| Map[Data Mapping
& Transformation] Map --> Retry[Rate Limiting
& Retries] end subgraph Target ["Xero"] A1(["Add Items to Existing Sales Invoice"]) end T1 -->|JSON Payload| W Retry -->|Authenticated API POST| A1 style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5 style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff
When Dropbox and Xero operate independently, finance teams often face significant delays in reconciling invoices with payment receipts. For instance, if a receipt is uploaded to Dropbox but not automatically reflected in Xero, the accounts payable team may manually enter the data, risking human error. This leads to discrepancies in financial reporting, as the team spends hours cross-referencing documents instead of focusing on strategic financial planning.

Top Ways to Automate Dropbox & Xero

  • Automated Invoice Generation: Streamline your billing process by automatically generating invoices in Xero from files stored in Dropbox, ensuring accuracy and saving valuable time.
  • Real-Time Expense Tracking: Effortlessly sync expense reports from Dropbox to Xero, allowing for real-time tracking and management of business expenses without manual intervention.
  • Centralized Document Management: Maintain a single source of truth by linking financial documents in Dropbox directly to Xero transactions, enhancing collaboration and reducing the risk of data discrepancies.

How to Build the Dropbox → Xero Sync

  1. Set up a standard webhook in Dropbox to listen for the 'file_created' event on the specific folder where invoices are stored.
  2. Configure the webhook to trigger an HTTP POST request to your integration server with the payload containing the file metadata, including 'file_id' and 'file_name'.
  3. On your integration server, extract the 'file_id' and use it to call the Dropbox API endpoint GET /files/get_temporary_link to obtain a downloadable link for the invoice.
  4. Parse the invoice data and prepare the payload for Xero. Ensure to map the necessary fields such as 'file_name' to the appropriate Xero invoice fields.
  5. Use the Xero API endpoint POST /invoices to insert the invoice data, including the temporary link obtained from Dropbox, into Xero.

Developer Warnings & API Gotchas

  • Ensure that the file naming convention in Dropbox matches the expected format in Xero; mismatched formats can lead to failed API requests.
  • When extracting the payload from the Dropbox webhook, verify that the 'file_id' is not null before proceeding to the API call; otherwise, it will result in a 400 error.
  • Be cautious with the data types in the Xero API; for example, dates must be in ISO 8601 format, or the invoice insertion will fail.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

  • When this happens in Dropbox... Empty DD
    Do this in Xero Add Items to Existing Sales Invoice
  • When this happens in Dropbox... Fetch Custom Actions
    Do this in Xero Add Note to Invoice
  • When this happens in Dropbox... New File in Folder
    Do this in Xero Add or Update Stock Items
  • When this happens in Dropbox... New Folder
    Do this in Xero Allocate Credit Note to Invoice
  • When this happens in Dropbox... New or Updated File
    Do this in Xero Create Account

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I can see you're looking at mapping Dropbox to Xero. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?