Xero + StackGo

Run compliance from inside Xero. Checks start from a record and the result lands back on the client.

Xero publishes 15 trigger events and 16 actions on its public Zapier listing. StackGo uses them today.

Accounting System of record Native

What Xero is

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Description supplied by Xero.

The trigger

What starts a check from Xero

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

New Contact
New Employee

The write-back

What StackGo puts back on the record

Named fields on the Xero record, not a link to a portal someone has to log into. Every field is optional — you choose which ones get written, and the ones carrying client information are marked so that choice is an informed one.

Field	What it holds
Verification status Outcome	Verified, Refer, Failed or Pending
Risk rating Outcome	The assessed rating and the date it was set
Last checked Outcome	The date the check completed, so monitoring has a baseline
Report link Outcome	A link to the full record, behind your StackGo login. The link travels; the data does not.
Verified name Personal data	Full legal name as it appears on the document
Date of birth Personal data	As verified against the document
Document checked Personal data	Type, issuing country and expiry
Screening result Personal data	Clear, or a potential match with the list that matched
Beneficial owners Personal data	The individuals behind an entity, each with their own status
Form responses Personal data	Whatever the intake form collected
Verification report (PDF) Personal data	The whole session: every field collected, the document images, the timestamps. Attach it where your retention obligation is to hold the evidence, not a link to it.

Outcome Carries no identity data. Safe anywhere your team already works.
Personal data Client information. Turn it on where the record has the right access controls, and leave it off where it does not.

Run it one-way if that suits you better

The two directions are independent. You can have Xero start a check and write nothing back — the result stays in StackGo, behind your login, and Xero is never touched. Or write back without a trigger, and start checks by hand. Firms whose system of record is visible to support staff, contractors or an outsourced team often choose trigger-only for exactly that reason.

How it lands in Xero

Create/Update Contact
Create Account
Create Employee
Add Note to Invoice

Xero's own write operations. The result goes onto the record you already work in.

Everything else Xero publishes

Xero’s public integration surface

The rest of what Xero exposes on Zapier, beyond the ones above. Any of these can be wired into a StackGo workflow.

13 more events

New Account
New Bank Account
New Bank Transaction
New Bill
Branding Theme
New Contact (Legacy)
New Credit Note
New Currency
New Emailable invoice
New Group
New Inventory accounts
New Invoice (legacy)
New Item

12 more actions

Add Items to Existing Sales Invoice
Add or Update Stock Items
Allocate Credit Note to Invoice
Create Bank Transaction
Create Bank Transfer
Create New Quote Draft
Create Credit Note
Delete Credit Note Allocation
Send Sales Invoice by Email
Create Inventory Item
New Invoice (Legacy)
Create Bill

Names are Xero’s own, read from its public Zapier listing on 28 August 2026.

Setting it up

A native connector, set up once

The client entity master; checks trigger on a new contact.

Connect StackGo to Xero.
Map the fields above to where you want them on the record.
Choose the trigger — the event that should start a check.
Run a test on yourself before you point it at a client.

Questions

Common questions about Xero

How does Xero integration work?

StackGo connects to Xero through Zapier, and a check can start from an event like “New Contact”. The result comes back on the record you already work in.

Which Xero events can start a compliance check?

“New Contact”, “New Employee”. These are Xero’s own trigger names from its public Zapier listing, and StackGo can start a check from any of them.

How would a check result show up in Xero?

Through Xero’s own write operations: “Create/Update Contact”, “Create Account”, “Create Employee”, “Add Note to Invoice”. You choose which fields are written, and you can also run it one-way, with nothing written back to Xero at all.