Xero authentication

Prerequisites

To create a connection, you need the following credentials:

• Client ID
• Client secret
• Your Xero username and password.

Read more about the Xero authentication process from the Xero OAuth 2.0 documentation page.

How to retrieve your credentials

To generate your OAuth 2.0 credentials in Xero, take the following steps:

1. Sign in to the Xero Developer Portal at https://developer.xero.com/ using your Xero account credentials.
2. Now you must create a new application:

   1. Select My Apps.

   2. Select the New App button to start creating a new OAuth 2.0 application.
3. Configure your new app as follows:
   1. Provide a name for your app in the App name field.

   2. Select the Integration type:

      • Select Web app, Desktop app, or Mobile app based on how your app will interact with Xero. Learn more about integration types from the Xero documentation: Choose the right authorization flow for your app.
   3. Enter your Company or Organization name.
   4. Provide your App URL. This can be your website or a placeholder URL.
   5. Provide a Redirect URI. This is used for OAuth 2.0 authentication flow. During the initial setup you can use a placeholder, like http://localhost.
4. Next, you must read and agree to the Xero Developer Platform terms and conditions.
5. Select Create App. Once the app is created, you are redirected to the app details page.
6. Select the Configuration tab to view your Client ID and Client Secret.

Add the Xero connection

1. Select Integration Service from Automation Suite.

2. From the Connectors list, select Xero. You can also use the search bar to find the connector.
3. Select the Connect to Xero button.
4. Add the required credentials and select Connect.
5. Next, you are prompted to sign in to Xero using your username and password, then provide a two-factor authentication code.
6. To grant the required permissions requested by the Xero connector, select Allow access.
7. Your connection has been added.

Permissions

The UiPath Connector for Xero requires the following permissions:

• View and manage your:
  • Organization settings
  • Attachments
  • Business transactions
  • Contacts

  • Reports

  • General ledger

  • Budgets

• View your name, email, and user profile.