Integrating With Xero

Go to Settings > Settings > Accounts.

Next, select ‘Enable account integration’ and select ‘Xero’.

Next, click on ‘Setup Wizard’.

This will then open the Xero setup wizard. There will be two options: first set up or reconnect. If you want to reconnect an existing Xero account, then skip to the steps below.

To set up a new Xero connection, firstly, click on the button ‘First setup – create a new app’ and click ‘Next’

This will then take you to the next screen with instructions on what to do next.

Click on ‘Click here to go to the Xero website’.

You will now need to log on to your Xero account when you have done this you need to click the button ‘New App’.

Next, you need to fill in the details for a new app. Select ‘Web app’, Go back to the setup wizard in Clik Service and copy the web address in step 4, and paste it in ‘Company or Application URL’ in Xero.

Next, go back to the wizard and copy the Clik redirect URL in the previous step and paste that into the ‘Redirect URL’ box in Xero.

Once you have finished you can then tick the ‘I have read and agree to the Xero Developer Platform Terms & Conditions’ once you have read them. Below is an example of what it should look like. To finish click ‘Create App’.

Next, we need to generate a secret from Xero. Go to ‘Configuration’ on the left-hand side.

You will then need to copy the Client ID and paste this into the Xero wizard in Clik Service, you will then need to ‘Generate a secret’ and copy the secret and paste in the ‘Copy the client secret, paste it here’ box.

Once you’re happy, click ‘Next’.

You will then be redirected to another web page where you must select ‘Allow Access’ for Clik to integrate with Xero.

Once that’s done you can go back to the Xero wizard in Clik Service and click on ‘Finish’.

Next you can now test the connection in Clik Service by clicking the ‘Test Connection’ button.

Reconnecting to an existing app

Click on ‘Go to the Xero website’.

Find the connection you want in the list and double-click on it.

Next Clik on ‘Configuration’ on the left hand side of the Xero Website and click ‘Generate another secret’.

You will need to copy this before you hit ‘Save’, as this secret disappears, and you will have to create a new one.

You can then enter this secret and id into the Xero setup wizard within Clik Service to re-establish your connection.