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Integrating With Xero
The support for Xero was updated in v4.330, from OAuth1 to OAuth2. This guide will show you how to establish your connection between Clik Service and Xero.
First set up – Connecting a new app
Go to Settings > Settings > Accounts.
Click on ‘Change to OAuth2.0’.
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 (will add a link)
To set up a new Xero connection, firstly, click on the button at the top to get diverted to the Xero website.
You will then need to sign into your Xero account
Once you are signed in, click on ‘New App’ in the top-right corner.
You will then be prompted to enter a name for the app (“Clik Service” will be fine) and Clik’s URL, which you can copy from the Xero wizard.
Leave the private policy URL blank, then enter the Clik redirect URL into the ‘OAuth 2.0 redirect URL’ field (again, you can copy this from the Xero wizard).
You will also be asked to read and agree to the Xero Developer Platform Terms & Conditions, tick the box if you agree and select ‘Create App’.
Click ‘Next’ in the Xero Setup Wizard when the fields have been completed.
It will then ask you to generate a client Id and client secret. You will need to copy this from your Xero account before you hit ‘Save’, as this secret then disappears, and you will have to create a new one.
Click ‘Save‘ once you have copied the details, then click next on the Xero setup wizard when they have been entered.
You can then click ‘Allow access’ and click ‘Connect’ to complete the setup.
You can then go back to the Xero setup wizard to test the connection by clicking ‘Test Connection’.
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.
Hit on ‘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.
