Xero Integration Setup

Location:  Program Menu > Configurations > Accounting Configurations > Xero Integration Setup


Overview:  This document will cover the following instructions on Xero Integration Setup.

• Sync Xero to their Point of Rental Software. 
• Cover updating from Xero Oauth1 to Oauth2.  

Instructions: 

1. Double click on the API key
 

        1a. Depending on what is in the API Key text box, there are 3 potential messages.

Scenario 1. User is new to Xero: (Nothing is in the APIKey text box).
 

Scenario 2. User is using the Oauth1 version: (The API Key text box has an Oauth 1 Token) They need to get an Oauth 2 token to continue using Xero after 12/31/2020.
 

Scenario 3: (The APIKey text box has an Oauth2 Token) Already using Oauth2, but for some reason, the user needs to obtain a new refresh token. (Potentially, something failed to save back to our database and the user was prompted by an error to get a new one).
 

2. Select “Yes” and get the following instructions regardless of Scenario:
 

3. Click “Ok” and our POR Web Browser will open to the XERO login page.

4. Login using XERO credentials.

Upon successful login, the user will be presented with 2 prompts from XERO:

They need to Allow Access to their account.

The user will then be redirected to the following page:

5. Copy the token (highlighted in the green box). It will Always start with 2RF:”. The entire line needs to be copied and pasted into the Account Numbers Setup Screen’s API Key text box.
 

6. Click OK. - The user is ready to post GL Entries.

• This happens Automatically at end of the day, or by manually reprinting store totals.
• If manually reprinting the store totals, the user will be asked if they want to post to Xero. Clicking “Yes” will either complete with a success message or a series of Errors related to their Account Numbers configuration.