ActionXeroUpdated May 2026

How do I pull a Xero P&L report?

Short answer: Drop the "Xero → Get Profit & Loss" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Use this action All 3 Xero actions

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Tenant ID tenant_id	string	Required	Tenant ID. Example: abc-123-def
From Date fromDate	string	Optional	From Date. e.g. "YYYY-MM-DD"
To Date toDate	string	Optional	To Date. e.g. "YYYY-MM-DD"

Sample request

{
  "tenant_id": "e.g. abc-123-def",
  "fromDate": "YYYY-MM-DD",
  "toDate": "YYYY-MM-DD"
}

Returns

{
  "Reports": [
    {
      "Rows": [
        {
          "Cells": [
            {
              "Value": "Account"
            },
            {
              "Value": "Amount"
            }
          ],
          "RowType": "Header"
        }
      ],
      "ReportName": "Profit and Loss"
    }
  ]
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Get Profit & Loss.

Any of these apps can fire this action as part of a workflow.

2 Google Sheets triggers

HubSpot → Xero

18 HubSpot triggers

FAQ

Questions about Get Profit & Loss.

What does the Get Profit & Loss action do in Xero?

Retrieves the Profit and Loss report from Xero for a date range with tracking-category breakdowns. Use for monthly close packs, board updates, or finance dashboards.

What inputs does Get Profit & Loss require?

Required: Tenant ID. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if Xero returns an error?

The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.

Does Get Profit & Loss support batch operations?

Yes. Run Get Profit & Loss inside a Loop node to process arrays. Tiny Command handles Xero's rate limits automatically so you don't have to throttle manually.

More actions