Xero

General Information

Website: xero.com
Software type: Software as a service (SaaS)
Geography: 🌍 Global (180+ countries)Support multi-folder: ✅

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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.

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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
  • 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 redirect URI to: https://chift.app/oauth2/redirect
    • Configure required scopes: openid, profile, email, offline_access, accounting.transactions, accounting.transactions.read, accounting.reports.read, accounting.reports.tenninetynine.read, accounting.journals.read, accounting.settings, accounting.settings.read, accounting.contacts, accounting.contacts.read, accounting.attachments, accounting.attachments.read, accounting.budgets.read, files, files.read
  • Copy your Client ID and Client Secret for integration setup
  • Ensure your Xero organization has the necessary permissions for API access

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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.

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Connect Xero

To activate a connection with Xero, users will have to go through the following steps: