Create Bank Transaction

xero.create_bank_transaction

ActionCRM & salesconnection required

Calls the Xero API with the connection's credentials.

Record one spend-money or receive-money transaction on a bank account.

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Connection

Required: Yes — the node will not save without one
Auth type: OAuth 2.0
Providers: Xero
Secret shape: {"client_id": "…", "client_secret": "…", "refresh_token": "…"}
Config it needs: tenant_id
Resolved by: config.connection_id, else node.connection_id

Configuration

2 fields, 1 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.

Field	Type	Required	Default	Constraints	Example
fields The Xero BankTransaction object to send, in Xero's PascalCase, e.g. {"Type": "SPEND", "Contact": {"ContactID": "00000000-0000-0000-0000-000000000000"}, "BankAccount": {"Code": "090"}, "LineItems": [{"Description": "Stationery", "Quantity": 1, "UnitAmount": 42, "AccountCode": "429"}]}.	object	Yes	—	≥ 1 characters	{"BankAccount":{"Code":"090"},"Contact":{"ContactID":"00000000-0000-0000-0000-000000000000"},"LineItems":[{"AccountCode":"429","Description":"Stationery","Quantity":1,"UnitAmount":42}],"Type":"SPEND"}
tenant_id Xero organisation (tenant) id for this call; overrides the connection's.	string	No	—	—	—

Example configuration

Every value below is the contract’s own example or default — nothing invented.

{
  "fields": {
    "BankAccount": {
      "Code": "090"
    },
    "Contact": {
      "ContactID": "00000000-0000-0000-0000-000000000000"
    },
    "LineItems": [
      {
        "AccountCode": "429",
        "Description": "Stationery",
        "Quantity": 1,
        "UnitAmount": 42
      }
    ],
    "Type": "SPEND"
  }
}

Output

One shape.

result

Field	Type	Example
bank_transaction The bank transaction as Xero returned it, in PascalCase.	object	—
bank_transaction_id The Xero identifier of the bank transaction.	string	—
validation_errors Messages Xero attached to the record; empty when it was accepted.	array	—

{
  "bank_transaction": {},
  "bank_transaction_id": "",
  "validation_errors": []
}

Notes

Type must be one of Xero's SPEND / RECEIVE variants, and BankAccount is required.

Related Xero nodes

See Create Bank Transaction run in a workflow.

In a technical demo we add the Xero connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.

Book a technical demo Talk to sales