Xero Integration Setup

Here are the steps on how to setup the Xero API integration:

1. Login to your Xero Developer Apps Portal

2. Navigate to My Apps and click on the New App button

3. Fill in the required fields and click on the Create App button

   • Select Web App as the Integration Type

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

     {engine_url}/integrations/xero/callback/{pack_config_id}

4. Go to the configuration of the app you just created and copy the Client ID and Client Secret to the fields below

   • If there is no client secret, you can generate one by clicking on the Generate a secret button

5. Set the scopes for the Xero API by entering the required scopes in the Xero API Scopes field below

   • The default scopes are already set, but you can modify them as needed

6. Next please specify the default Organization name you want to use for the connection

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

   • This is case sensitive so make sure to enter the name exactly as it appears in Xero

7. Click the 'Save Configuration' button and then click the Authorize button to connect your Xero account

8. Get automating!

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.