General Information
Website: xero.com
Software type: Software as a service (SaaS)
Geography: 🌍 Global (180+ countries)Support multi-folder: ✅
Software type: Software as a service (SaaS)
Geography: 🌍 Global (180+ countries)Support multi-folder: ✅
Introduction
Xero is cloud-based accounting software designed for small and medium businesses. It provides real-time financial visibility, automated bank reconciliation, and comprehensive reporting tools that help businesses make informed decisions and streamline their accounting processes.Configure Xero
Prerequisite(s)
- ️ Obtain a “Client ID” and “Client Secret” from Xero
- ️ Create an OAuth2 application in your Xero developer account
- Activate the Xero integration on the Chift platform
Process
Setting up your Xero App- Go to Xero Developer Portal and sign in with your Xero account.
- Create a new app in the developer console:
- Choose “Web app” as the integration type
- Set the redirect URI to: “https://chift.app/oauth2/redirect”
You can check the specifics here: Xero OAuth2 Limits Documentation. To go beyond this limit, your app will need to be certified by Xero. Certification involves:
- Having at least 10 active customer connections to demonstrate stability and reliability.
- Applying for official partnership via the Xero Developer Centre, which includes:
- Completing the Partner Application form
- Accepting commercial terms
- Finalizing the certification process
- Certified apps are listed on the Xero App Store
- You’ll also receive a 15% referral revenue share for new customers acquired through the Xero App Store
Xero offers different pricing plans with varying limits. Make sure your end customers are subscribed to the plan that best matches their invoicing needs.
Test Xero
Xero provides a demo company for testing integrations. You can access sample data through the developer portal to validate your integration before connecting live organizations.Connect Xero
To activate a connection with Xero, users will have to go through the following steps:- French article: Help Center - Xero - FR
- English article: Help Center - Xero - EN
Xero coverage
/folders Live
/bookyears Live
/analytic-plans Live
/clients Live
/clients Live
/clients/{client_id} Live
/clients/{client_id} Live
/suppliers Live
/suppliers Live
/suppliers/{supplier_id} Live
/suppliers/{supplier_id} Live
/invoices Live
/invoices/type/{invoice_type} Live
/invoices/multi-analytic-plans/type/{invoice_type} Live
/invoices/{invoice_id} Live
/invoices/multi-analytic-plans/{invoice_id} Live
/accounts Live
/analytic-accounts Live
/analytic-accounts Live
/analytic-accounts/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/{analytic_account_id} Live
/analytic-accounts/{analytic_account_id} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live
/analytic-accounts/multi-analytic-plans Live
/journal/entries Live
/journal/entries/multi-analytic-plans Live
/journal/entries/{journal_entry_id} Live
/journal-entries Live
/journals Live
/journal Live
/vat-codes Live
/miscellaneous-operation Live
/miscellaneous-operation Live
/miscellaneous-operation/{operation_id} Live
/invoices/pdf/{invoice_id} Live
/attachments Live
/chart-of-accounts Live
/chart-of-accounts/balance Live
/employees Live
/invoices/multi-analytic-plans On request
/bank-accounts On request
/invoices/id/{invoice_id}/payments On request
/matching On request
/matching-multiple On request
/financial-entries On request
/expenses On request
/outstandings On request
/export-fec On request