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Before setting up the Xero integration, you need to create a new OAuth app in the Xero Developer Portal.
Ensure that you have administrative access to your Xero organization and the ability to create apps in the Xero Developer Portal.

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Create and Configure a Xero OAuth App

1

Log in to Xero Developer Portal

Navigate to the Xero Developer Portal and log in with your Xero account credentials.If you don’t have a developer account, you can create one for free.
2

Create a New App

Once logged in, click My Apps in the top navigation, then click New app.
3

Configure App Details

Fill in your app details:
  • App name: Choose a descriptive name for your integration
  • Integration type: Web app
  • Company or application URL: Your company or product website URL
  • Redirect URI: Enter https://api.stackone.com/connect/oauth2/xero/callback
Agree to the terms and conditions and click Create app
The redirect URI must be exactly https://api.stackone.com/connect/oauth2/xero/callback for the StackOne integration to work properly.
4

Obtain Client Credentials

After creating your app, you should be redirected to App details.In the left hand menu, navigate to Configuration:
  • Client ID: Copy existing value.
  • Client Secret: Click “Generate a secret” to create a client secret.
Store your client secret securely. You won’t be able to view it again after leaving the page. If you lose it, you’ll need to generate a new one.
Copy and securely store both values as you’ll need them for the StackOne integration configuration.

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Enable the StackOne Xero Integration

1

Enable the Integration

  1. Go to the StackOne app > Integrations.
  2. Navigate to Accounting.
  3. Find Xero and click + .
2

Setup the Integration

Enter the following details
  • Client ID: The Client ID of the Xero app (from previous steps).
  • Client Secret: The Client Secret of the Xero app (from previous steps).
  • Application Scopes (optional): The scopes you want the application to use (or if left blank, placeholder scopes will be used). Xero Scopes
Click Save Changes.
3

Integration Enabled

The integration is now enabled and your customers will now be able to connect their accounts. See the following for more information:

Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!