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Connecting Xero to integrateCRM

Authorise and sync your Xero account with integrateCRM.

Learn how to link integrateCRM with Xero to generate draft invoices from quotes and orders. 

 

Step-by-Step: Connecting Xero to integrateCRM

Step 1 - Navigate to Xero.                                                                                                                                                            Access the Xero development page by opening a browser tab, navigating to https://developer.xero.com/myapps/ and click new app in the top-right corner.

 

Step 2 - Create app.                                                                                                                                                                                After clicking new app, a form appears:

  • App name - The internal name for the integrateCRM connection with Xero.
  • Integration type - Select the web app option.
  • Company or application URL - This is the URL of your integrate application (e.g. https://demo.integratejs.co.uk/).
  • Redirect URL - The URL for the accounting system tab within the integrate application (e.g. https://demo.integratejs.co.uk/Settings/SystemManagement/AccountingSystem)
  • Terms & Conditions - Tick to agree to Xero's terms of service.

Once all fields are completed, click create app at the bottom of the form.

 

Step 3 - Generate client secret.                                                                                                                                                          Navigate to the configuration tab on the left of the newly created app, then click generate a secret to create the client secret.

Step 4 - Record client secret and ID.                                                                                                                              After generating a secret, record the client secret and client ID in a secure location, such as, a text file in a Notepad.

Step 5 - Confirm client secret and ID values.                                                                                                                      Email the client secret and client ID to support@endtoendit.com, wait for confirmation they have been entered into the system.

Step 6 - Obtain Xero access token.                                                                                                                                                    In integrate, click the name in the top-right, then go to settings > system management > accounting system, and click authorize & obtain new Xero access token.

If prompted, log into the Xero account. On the access page, select the organisation and click “Continue.”

 

Step 7 - Pick tenant.                                                                                                                                                                  integrate will display a dropdown to select the tenant. Choose the correct tenant and click pick Tenant.

Step 8 - Verify connection.                                                                                                                                                     Click the check connection button to verify the connection between integrate and Xero. 

A successful connection displays connection attempt successful.