Register an OAuth Application
Register an application in the Xero Developer Portal to obtain OAuth credentials for API access.
1
Sign in to the Xero Developer Portal
Go to the Xero Developer Portal and click Log in in the top right corner. Sign in with your Xero account credentials.
2
Create a New App
Navigate to My Apps in the top navigation and click the New app button.
- Enter your App name (e.g.,
StackOne Integration) - Select Web app as the Integration type
- For the AI data usage question, select the appropriate option
- Select Yes to confirm you agree to meet Xero’s minimum security requirements
- Enter your Company or application URL
- Set the OAuth 2.0 redirect URI to the Callback URL from your Connector Profile
- Check the box to agree to the Xero Developer Platform Terms & Conditions
- Click Create app
3
Copy Client Credentials
After creating the app, click Configuration in the left sidebar to obtain your credentials.
- Click Copy next to the Client id to copy it
- Click Generate a secret to create a new Client Secret
- Copy the Client Secret immediately — it is only shown once
- Store both values securely for use later
Configure Scopes
Select the OAuth scopes based on your integration needs. Scopes control which Xero data your application can access.
1
Select Permissions
Enables actions: Create Account, Create Bank Transaction, Create Contact, Create Credit Note, Create Invoice, Create Item, Create Manual Journal, Create Payment, Create Purchase Order, Create Quote, Create Tracking Category, Create Tracking Option, Delete Account, Delete Bank Transaction, Delete Item, Delete Payment, Delete Tracking Category, Delete Tracking Option, Get Account, Get Aged Payables, Get Aged Receivables, Get Balance Sheet, Get Bank Summary, Get Bank Transaction, Get Branding Theme, Get Budget Summary, Get Contact, Get Credit Note, Get Executive Summary, Get Invoice, Get Item, Get Manual Journal, Get Online Invoice URL, Get Organisation, Get Payment, Get Profit And Loss, Get Purchase Order, Get Quote, Get Tax Rate, Get Tracking Category, Get Trial Balance, Get Unified Credentials, Get Unified Organization, Get Unified Role, Get Unified User, Get User, List Accounts, List Bank Transactions, List Branding Themes, List Companies, List Contacts, List Credit Notes, List Invoices, List Items, List Manual Journals, List Payments, List Purchase Orders, List Quotes, List Tax Rates, List Tracking Categories, List Unified Organizations, List Unified Roles, List Unified Users, List Users, Update Account, Update Bank Transaction, Update Contact, Update Credit Note, Update Invoice, Update Item, Update Manual Journal, Update Purchase Order, Update Quote, Update Tracking Category, Update Tracking Option
Enable the scopes required for your use case. If no scopes are specified during connection, the default scopes will be used.
Create the StackOne Connector Profile
1
Create a Connector Profile
Enable the connector and create a Connector Profile in your project. See Setup Connector Profile.
2
Link an Account
Once the Connector Profile is created, continue to link an account.