Note: By default, your Xero app will have an authentication limit of 25 connections. In order to increase this, you will need to apply to become a Xero app partner. Here is the guide for applying to becoming a Xero app partner.
Create a Xero app
Log in to Xero Developer with your Xero credentials.
Click New App at the top right
Fill out the Add a new app popup window.
- App name: The name for the Xero application. This is shown to users when they authorize your access to their accounting data.
- Integration type: Select Web App.
- Company or application URL: Enter the URL to your company’s website.
- Redirect URI: Enter https://production.rutterapi.com/xero/proxy/redirect-url
Agree to the terms and conditions and click Create App.
Your app should now be visible on the My Apps page.
Retrieve your app’s secure keys
- Click My Apps in the top navigation bar, then select your application.
- Click Configuration in the left pane.
- Click Generate a secret.
- Copy the Client secret and store it in a safe place. If you leave the configuration page, the client secret won’t be visible anymore and you’ll have to generate a new one if you forget it.
Share your Client Id and Client Secret with Rutter
- Log in to the Rutter Dashboard.
- Navigate to Platforms → Accounting and click on Xero.
- Enter your Xero app’s Client ID and Client Secret in the Xero configuration page.
Connect to your Xero app
- Log in to the Rutter Dashboard.
- Navigate to Connections and click on Create New Connection in the top right.
- Copy the Shareable Url.
- This url will open up the auth flow.
- Click Continue and select Xero as your platform.
- Click Xero and then click _Connect Xero.
- You should be redirected to a login page for Xero. Enter your credentials and click Log in.
- Click on Allow access.
- You should be redirected to a page indicating a successful connection.