This extension requires support team's intervention. Create an app in Xero and Xero service in Zoho Projects by following the instructions. Once completed, contact support@zohoprojects.com to request the installation package for this extension.

Available Plans: All paid plans.

Prerequisites:

• Xero account
  

• Please refer Xero pricing for the number of connections supported.
  https://developer.xero.com/pricing
  

Setting up Xero Extension 

Create a Xero OAuth2 app 

1. Go to the Xero Developer portal.
   
2. Open My Apps.
   
3. Click New app.
   
4. Enter an app name.
   
5. Select "Web app" as the integration type.
   
   
6. Enter an HTTPS company or application URL.
   
7. Enter the copied Zoho redirect URL in Redirect URL.
   
8. Accept the terms and click Create app.
   
   
9. Open "Configuration".
   
10. Copy the "Client ID".
    
11. Click "Generate a secret".
    
12. Copy the generated client secret.
    Xero displays a generated client secret only once. Store it in an approved secure location before leaving the page.
    
    

Redirect URL by DCs

 

Data Centre	Redirect URL
US	https://deluge.zoho.com/delugeauth/callback
EU	https://dre.zoho.eu/delugeauth/callback
IN	https://deluge.zoho.in/delugeauth/callback
AU	https://dre.zoho.com.au/delugeauth/callback
JP	https://dre.zoho.jp/delugeauth/callback
CN	https://dre.zoho.com.cn/delugeauth/callback
CA	https://dre.zohocloud.ca/delugeauth/callback
SA	https://dre.zoho.sa/delugeauth/callback
AE	https://dre.zoho.ae/delugeauth/callback
UK	https://dre.zoho.uk/delugeauth/callback

Your data center can be found from the Zoho Projects domain. Eg, `projects.zoho.in` is IN. If the form shows a different address, use the one on the form.

Create Xero Service in Zoho Projects  

1. In Zoho Projects, Navigate to  > Developer Space > Connections.
   
2. Click Create Connection >Custom Services > Create New Service.
   
   Fill the following values:
   

   Field	Value​
   Service name	Xero
   Service link name	xero
   Authentication type	OAuth2
   Parameter type	Header
   Grant type	Authorization Code
   Client ID	from the Xero app
   Client Secret	from the Xero app
   Access token URL	https://identity.xero.com/connect/token
   Scope separator	Space
   Scopes	offline_access, accounting.invoices, accounting.banktransactions, accounting.contacts, accounting.settings

   
   
   
   
3. Choose OAuth2 as the authentication type. The form then shows a Redirect URL.
   
   
   
   
4. Click Create Service.
   

Scopes include write access because the integration creates contacts and tracking options.

Installation Package

Please reach out to support (support@zohoprojects.com) for the installation package. They will guide the admin on how to install the private extension.

Map a project to a Xero Contact  

1. Navigate to a project.

2. Click Xero tab in the top navigation panel.

3. If a primary client is not set, select an existing client or add a new one.
   

4. Create Tracking  Option or link an existing tracking.
   

1. Records created here will be linked to this tracking option in Xero.
   

Manage project transactions in Xero
  

After the customer and project mapping is complete, you can create and manage supported Xero transactions from the extension.

1. Open the Xero tab from the project, phase, or a task.

2. Select the transaction type that you want to create from the drop-down and click the New button.Quotes, Invoices, Purchase Orders, Bills, and Spend Money can be created from Zoho Projects.
   

Disable the Extension