Zoho FSM | Integrate with Xero

Integrate with Xero

Xero is an accounting software. This help document details the steps to integrate Xero with FSM. It broadly consists of the following:
  1. Register your application in Xero
  2. Create a connection for Xero
  3. Create a custom function in FSM

Register your application in Xero 

  1. Log in to Xero Developer.
  2. Under My Apps, click New App.



  3. Enter the following details and click Create App:
    a. App name: FSM
    b. Integration type: Web app
    c. Company or application URL: https://fsm.zoho.com/home
    d. Redirect URI: https://deluge.zoho.com/delugeauth/callback
    e. Accept the Terms & Conditions.

The Client id, Client secret can be found under the Configuration tab. Click Generate a secret to obtain the client secret.
 

Create a connection for Xero

You need to create a custom connection for Xero.
  1. Navigate to Setup > Automation > Connections.
  2. Select Custom Services and click Create Service.



  3. Enter the following details and click Create Service.
    a. Service Name: Xero
        The Service Link Name will be automatically populated.
    b. Authentication Type: OAuth2
    c. Parameter Type: Header
    d. Grant Type: Authorization Code
    e. Client ID, Client Secret
        The steps to obtain the Client ID, and Client Secret are mentioned here.
    f. Authorize URL: https://login.xero.com/identity/connect/authorize
    g. Access Token URL: https://identity.xero.com/connect/token
    h. Refresh Token URL: https://identity.xero.com/connect/token
    i. Scopes (refer to the table below). Choose Space for Scope Delimiter.

    Scope

    Scope Display Name

    accounting.transactions

    accounting.transactions

    email

    email

    openid

    openid

    profile

    profile




  4. Click Create Connection.



  5. In the Create Connection page, do the following and click Create And Connect:
    a. Enter a Connection Name
    b. Disable Use Credentials of Login User
    c. Choose all the scopes



  6. Click Connect.



  7. Log in to your Xero account.



  8. To authenticate your login, either use the notification sent to your phone or the backup method.



  9. In case you are using the backup method, choose a method.



  10. In case you have chosen Backup email address, click Send Code.



  11. Enter the code and click Log in.



  12. Click Allow access for 30 minutes.


The connection for Xero is created successfully.

Create a custom function

Here is a sample custom function. This will check the tenants you're authorized to access. Similarly, you can write custom functions as per your business requirements.
  1. Navigate to Setup > Automation > Functions and click Create Function.
  2. Enter the following details:
    a. Function Name: XeroTest
    b. Select a Module, say, Contacts
    c. Copy the script below:


      response = invokeurl
      [
       url :"https://api.xero.com/connections"
       type :GET
       connection:"xero"
      ];
      info response;



 
In the script, the value to be given for connection is the Connection Link Name (refer to the screenshot below).
 


To test the function, do the following:  
  1. In the Deluge Script Editor, click Save & Execute.



  2. In the Execute Function pop-up, enter a Record ID or click Click here to get the list to obtain the list of available records.



  3. Select a record and click Execute.



  4. Click Execute.


The result of the function will be displayed.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Integrate with QuickBooks

                                                                                                        QuickBooks is an accounting software. This help document details the steps to integrate QuickBooks with FSM. It broadly consists of the following: Create a connection for QuickBooks Create a custom function in FSM Create a connection for QuickBooks ...
                                                                                                      • Integrations

                                                                                                        Does the FSM-Invoice integration support bidirectional sync? Yes, the FSM-Invoice integration does support bidirectional sync. Is it possible to integrate FSM with an existing Invoice organization? Yes, it is possible to integrate FSM with an ...
                                                                                                      • REST APIs

                                                                                                        Zoho FSM provides REST API (Application Programming Interface) that lets you integrate FSM with third-party applications for, among other things, inventory management, forecasting, and business intelligence. Click here for details. The REST API uses ...
                                                                                                      • Setting up Integration for Zoho Invoice or Zoho Books

                                                                                                        Zoho FSM leverages the power of Zoho Invoice/Books to handle and manage all your billing operations. It comes with built-in integration with Zoho Invoice, to handle and manage all the invoices and payments related to the services offered. This ...
                                                                                                      • Bookmark Zoho FSM in Zoho One

                                                                                                        You can bookmark Zoho FSM in Zoho One so that you can easily access Zoho FSM along with the other Zoho One applications. Log in to your Zoho One account and click the Configure settings icon at the top right corner. Click Applications from the left ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources