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. Navigate to My Apps.

  2. Click to add a New App.

  3. 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
  4. 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.

A dark-themed information card titled "Xero" with a circular Xero logo at the top. The card explains that the Xero integration for Rewst automates finance processes, enabling users to connect their Xero account with Rewst for managing client financial data, invoices, and workflows. It notes the last update date as December 7th, 2024, and includes a labeled tag at the bottom that says "Accounting."
  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. Once completed, you'll see a new section beneath the configuration form for organization mapping. Complete your mapping as desired.

Actions and endpoints

For more on how actions work in Rewst, check out our introductory actions documentation here.

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.

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