Ensure that you have administrative access to your Xero organization and the ability to create apps in the Xero Developer Portal.
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
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:Copy and securely store both values as you’ll need them for the StackOne integration 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.
Enable the StackOne Xero Integration
1
Enable the Integration
- Go to the StackOne app > Integrations.
- Navigate to Accounting.
- 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
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!