TARGET_SYSTEM: xero

Xero is a suite of online accounting software for small businesses, accountants, and bookkeepers.

AccountsBillsContactsCredit notesInvoicesTracking categoriesTransactionsVendor credits
Read
Create
Update

How to connect to Xero

To allow your customers to link your application with their Xero accounts, you need to set up a Xero App and submit your application credentials to maesn.

1

Prerequisites

Before you begin, make sure you have the following:

  • A Xero account with administrator permissions.

You can sign-up for a free trial at https://www.xero.com/signup/, if you do not have a Xero account already. Note that you will not need to use this Xero account for anything else than managing the Xero App and, if you want to, becoming a Xero partner later.

2

Create the Xero App

In this step we create the App that a user can choose to install into their Xero instance to authorize the integration with your application.

  • Navigate to the Xero developer portal and log in, if you are not already logged in.
  • On the tab “my Apps”, click “New App”.
  • In the pop-up, enter the below details:
3

Generate your client secret

Now it is time to generate the unique client secret for your App.

  • Navigate to the Configuration tab of your newly created App
  • Click the “Generate a secret” button.
  • Note your client id, which you will need together with the client secret in subsequent steps.
  • Copy the client secret by clicking the Copy button next to the value. Make sure that you have copied the value before navigating away from this page. Once navigating away, you will not be able to retrieve it again.
4

Configure your integration in the maesn API

In the last step, we setup your API tenant with your App’s details:

  • Get in touch with your contact person at maesn to submit the client id and client secret.

If you are not sure who your technical contact is, do not hesitate to reach out to us via support@maesn.com, but do not enter your client credentials directly in the email. That’s not safe!

Becoming a Xero Partner

Anyone can become a Xero app partner. The requirements and steps to become a partner are detailed here.

Note that it is only possible to link 25 Xero accounts to your app before it is certified through the app partnership process. In addition, your customers cannot link more than two applications that are not certified.