XERO

Create A XERO App For An API Connection

This outlines How To Create A XERO App For An API Connection that is needed for swiftpos Back Office to be able to interface with a Venue's XERO Organisation.

Refer to XERO Developer Getting started guide for more information regarding the XERO API.


Subjects      


When Is It Used?      

This is generally used by either the swiftpos XERO or XERO Pro interface, when:

  • A Venue wants to establish a connection to their XERO application and are wanting to interface it, with their swiftpos application, by using either the swiftpos XERO or XERO Pro interface.


What Is Required?      


How To Create A XERO App For An API Connection?      


Creating The XERO APP      

Do as follows:


  • Once logged in, in the My Apps menu, select the New app button.


  • Fill out and complete the Add a new app screen.


Notes...



The Redirect URL is a URL on your server to redirect back to – This must be an https address, however for testing you can use http://localhost/ Please note that http://127.0.0.1 cannot be used. Refer to the XERO Developer's OAuth 2.0 topic for more information

  • Once filled out and completed, select the Create app button.
  • Once created, the App details screen will be displayed for the newly created App.


Notes...



Scroll down to optionally enter URLs for the Venue's Privacy policy and for the Terms and Conditions.


Configuring The API Credentials      

Do as follows:

  • Select the Configuration menu option listed on the left hand side of the screen.
  • The connection details will be displayed for the currently selected App.


  • Select the Generate a secret to ensure a Client Secret is generated. This is required when establishing a connection to XERO in Back Office. Make sure to select Copy to copy and paste the new secret immediately to Notepad. It will not be visible again.

Notes...



If 2 Client Secrets are displayed and no Copy option is selectable, opposite either, then simply delete 1 of them and generate a new Client Secret again and copy it.

  • Once a Client Secret has been generated, it is recommended to copy the following credentials to Notepad, so that they can later be used when configuring a connection to XERO in SwiftPOS:
    • Redirect URLs
    • Client ID
    • Client secret

End of article.