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Xero

Xero

Owned by Vaibhav Mishra
Last updated: Apr 05, 2024 by Christine Gross
3 min read

Steps to Create a Xero Connector

  1. Log in to Xero developer account and go to My Apps section.

    image-20240313-095606.png

  2. Click New app in the top right.

    image-20240318-104340.png

     

  3. Enter the app configuration details as below

    1. Give an App name such as “Zilla Integration”.

    2. Select Integration Type “Web app”.

    3. Enter you Company or application URL

    4. Enter the redirect uri provided in Redirect URI.

      https://app.zillasecurity.com/api/auth/callback/xero

       

    5. Read and confirm Terms & Conditions then click Create app.

      image-20240318-105902.png

  4. Navigate to Configuration section.

    image-20240313-100028.png

  5. Click Generate a secret.

    image-20240313-100650.png

     

  6. Copy the client id and secret for use in a future step.
    Note: Make sure to copy your secret because you won’t be able to access it again.

    image-20240313-101004.png

     

  7. Copy your tenant name as highlighted below and save it for a future step.

Get you tenant name from My Account page.

image-20240318-124829.png

 

Steps to setup Xero application instance in Zilla

  1. Visit the Zilla application and login using your admin credentials and then click Add Application in the top right.

     

     

  2. A window with a search bar appears, type in Xero in the search bar. Xero application entry will appear at the top of the list, click Add to Applications button to the right.

    image-20240314-064425.png

     

  3. Fill in the form with appropriate details and then click Add to Applications button.

    image-20240314-064513.png

     

  4. A detailed view of Xero application appears. Click Sync now or the gear icon in top right corner to configure your application.

    image-20240314-064827.png

     

  5. Enable API Integration option from the dialog.

    image-20240314-064912.png

     

  6. Add the configuration details from an earlier step and click Sync Now / Next.

    image-20240314-065011.png

     

    1. Client Id - OAuth application Client Id for the connector that you have created in Xero.

    2. Client Secret - OAuth application Client Secret for the connector that you created in Xero.

    3. Tenant Name - This will be the name representing your organisation within the Xero platform.

For each organization, you are required to create a new and separate application instance on the Zilla platform.

  1. Click Next.

    image-20240314-065947.png

     

  2. After clicking Next you may be redirected to login page if you are not logged in, otherwise you will be redirected to the consent page. Here, you can choose the organization from the drop down menu that you previously entered during the configuration process. Click Continue... on the consent page and you will then be redirected back to Zilla.

    image-20240314-070300.png


     

  3. Click Done.

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