XERO integration

Yogesh Bhalerao Apr-9th, 2019 0:33 0 0

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

      1. Change the directory to c:/>OpenSSL/bin

      2. C:OpenSSLbin>openssl genrsa -out privatekey.pem 1024

        Generating RSA private key, 1024 bit long modulus



        e is 65537 (0x010001)

      3. C:OpenSSLbin>set OPENSSL_CONF=c:opensslbinopenssl.cfg

      4. C:OpenSSLbin>OpenSSL req -new -x509 -key privatekey.pem -out publickey.cer -days 1825

      5. You need to enter information that will be incorporated into your certificate request.

      6. C:OpenSSLbin>OpenSSL pkcs12 -export -out public_privatekey.pfx -inkey privatekey.pem -in publickey.cer

      7. 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:

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.


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