Steps to integrate Xero :
Step 1 : Create an account over Xero
Step 2 : Open https://developer.xero.comand select option my app.
Step 3 : Click on Add app tab and select the private app option
Step 4 : Add the App name and select organisation name from drop down
Step 5 : Generate the public key
a) Download OpenSSL from the provided link
b) Open command prompt to generate the publick key
Change the directory to c:/>OpenSSL/bin
C:OpenSSLbin>openssl genrsa -out privatekey.pem 1024
Generating RSA private key, 1024 bit long modulus
...............++++++
..++++++
e is 65537 (0x010001)
C:OpenSSLbin>set OPENSSL_CONF=c:opensslbinopenssl.cfg
C:OpenSSLbin>OpenSSL req -new -x509 -key privatekey.pem -out publickey.cer -days 1825
You need to enter information that will be incorporated into your certificate request.
C:OpenSSLbin>OpenSSL pkcs12 -export -out public_privatekey.pfx -inkey privatekey.pem -in publickey.cer
You need to enter the password and confirm the password
Step 6: Once you complete the above steps, you can check the OpenSSL folder >> Bin directory >> there you would see private_publickey, publickey.
Just drag the public key and add on app creation page on xero.
Step 7: Copy the consumer key and consumer secret key and paste it into Vision Helpdesk : admin setting >> Integration >>Xero >> Add xero
Step 8 : Once you reach step 7, open manage/staff portal >>Go to Admin Setting >>Integration >> Xero >> add xero from menu icon on right most corner and add the below details
Field details :
Domain: Domain for which Xero is to be integrated is to be selected from the drop-down.
Username: application name for Xero is to be specified here.
API path: https://api.xero.com/api.xro/2.0/
Consumer Key: Define consumer key from step 7
Consumer Secret: Mention Consumer secret key fro step 7
Note: After the successful adding of the Xero account go to:
path: Settings/User/Role/Integration/Xero/ Select Yes
Post Integration working: When Xero is integrated with vision helpdesk, you would be able to view the profile and invoices for the respective clients.