Xero Connector | Zoho Creator Help

Xero Connector

Overview

Xero is a cloud accounting software intended for small and medium-sized enterprises. The Xero connector in Zoho Creator enables you to integrate your Creator applications with Xero easily and set up a seamless flow of data between the two platforms. With this integration, you can automate accounting processes, sync invoices, contacts, and transactions, and much more.

Meta information    

Connector
Xero
Authentication type
OAuth 2.0
Data centers
US, IN, EU, AU, CN, CA, SA, JP, and UAE
Applicable for 
C5, C6
Website
Privacy policy
API documentation

Setting up Xero connector    

To use the built-in Xero connector in Zoho Creator, you need to configure OAuth 2.0 credentials from your Xero Developer Account. This allows secure communication between your Xero account and Zoho Creator.
Follow these steps to generate your client ID and client secret:
  1. Log in to the Xero Developer portal using your Xero credentials.
  2. Navigate to the My Apps tab.
  3. Click the New app button at the top right.
  4. In the Add a new app window, provide the following:
    App name: Your preferred name for this application.
    Integration type: Select Web app.
    Company or application URL: Enter https://creator.zoho.com
    Redirect URI: Enter  https://creator.zoho.com/integration/oauth/callback
    Note: Please note that the redirect URI is DC specific and will vary based on your account's base URL. For example, users whose accounts are in the EU data center must use the URI https://creator.zoho.eu/integration/oauth/callback. Learn more about Creator Base URL.
  5. Accept the Terms & Conditions and click Create app.
  6. Your new app will be created and displayed on the App details page.
  7. From the left-hand menu, click Configuration.
  8. Your Client ID will be displayed. 

    Click Generate a secret to create a new client secret. The value will appear in the Client secret 1 field. Copy both the Client ID and Client Secret.

    Note: Please note that the Client Secret will not be shown again. Be sure to store it securely for future use.

Creating a Xero connector in Zoho Creator

  1. Navigate to Microservices in the left pane and click + Create New. Then click Pick & Create next to Connections. 
  2. The list of built-in connectors will be displayed. Select the Xero connector.
  3. Make the required customizations in the Add connection pane and click Create And Authorize
  4. Next, the Link Account popup will be displayed requesting the Client ID and Client Secret. Paste the values copied from step 7. 
  5. Click Authorize and you'll be redirected to Xero's authorization page.
  6. Enter your authorization credentials and accept the access permissions. After successful authorization, the connection is ready to be used in your applications. 

Where this connector can be used

Deluge

All the supported actions can be performed using Deluge workflows:

Method
Description
invokeURL
The Deluge invokeURL task can be used to access the Xero APIs for the supported actions.

For complete information on the APIs, visit the Xero API page.