Xero integration

If you’re new to integrations in Rewst, read through our introductory integration documentation here.

What does the Xero integration do?

Our Xero integration enables the automation of finance processes by seamlessly connecting Xero and Rewst. Automate workflows for managing client financial data, invoices, and more.

Set up the Xero integration

Set up steps in Xero

1. Login to your Xero Developer Apps Portal

2. Navigate to My Apps.

3. Click to add a New App.

4. Fill in the required fields and click Create App.

   • Select Web App as the Integration Type

   • For the Redirect URI, you'll need to enter the following URL as a callback URL:

     ttps://engine.rewst.io/integrations/xero/callback/01943e7a-fe5b-7732-93be-ad884ebf2dec

5. Navigate to the configuration of the app you just created and copy the Client ID and Client Secret . Store both of these for later use in Rewst. Note that once you leave the page, you won't be able to see the Client Secret again.

   1. If there is no client secret, you can generate one by clicking Generate a Secret.

Set up steps in Rewst

1. Navigate to Configuration > Integrations in the left side menu of your Rewst platform.

2. Search for Xero in the integrations page.

1. Click on the integration tile to launch the configuration setup page.

2. Under Parameters:

   1. Set your Zero API Scopes - default scopes are already set, but reference Xero's documentation about scopes here, if you wish to modify as needed
   2. Enter the Xero App Secret and Xero App Client ID you copied previously

   3. Specify the default tenant name you want to use for the connection

      1. Return to your my.xero.com dashboard and copy the name of the organization you want to use

      2. This is case sensitive - make sure to enter the name exactly as it appears in Xero

3. Click Save Configuration.

4. Click Authorize to connect your Xero account

5. Rewst will do a quick validation of your input.

6. Once completed, you'll see a new section beneath the configuration form for organization mapping. Complete your mapping as desired.

Actions and endpoints

Xero's own API documentation can be found here.

Category	Action	Description
Accounts	List Accounts	List all accounts
Accounts	Get Account	Get account by ID
Accounts	Create Account	Create an account
Accounts	Update Account	Update an account
Employees	List Employees	List all employees
Employees	Get Employee	Get a specific employee
Employees	Create Employee	Create a new employee
Employees	Update Employee	Update an existing employee
Generic Request	Xero API Request	Generic action for making authenticated requests against the Xero API
Invoices	List Invoices	List all invoices
Invoices	Get Invoice	Get a specific invoice
Invoices	Create Invoice	Create a new invoice
Invoices	Delete/Void Invoice	Delete/Void an existing invoice
Invoices	Update Invoice	Update an existing invoice

Important

Make sure to copy the client secret and store it in a secure location. You will not be able to view the client secret again after you close the dialog box.