• Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
    • Property Maintenance
    • Office Equipment
    • Carpentry
    • Fencing
    • Waste and Recycling
    • Traffic Management
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
Contact Us Try for FREE
  • Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
    • Property Maintenance
    • Office Equipment
    • Carpentry
    • Fencing
    • Waste and Recycling
    • Traffic Management
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
return to Support Centre

Integrating With Xero

Go to Settings > Settings > Accounts.

clik service account settings

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

accounts software integration options

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’

selecting setup type

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’.

create a private app in xero

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’.

add a new app in xero

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

xero configuration

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.

xero clik service access

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

xero setup wizard finish

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

test xero connection

 

Reconnecting to an existing app

Click on ‘Go to the Xero website’.

reconnect to an existing app clik service xero setup wizard

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’.

connection configuration

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.

Clik Service

Clik Service

Xero

Updating Your Xero Certificate

Xero

  • Xero Overview [Video]
  • Integrating With Xero
  • Importing Xero Customers and Suppliers
  • Domestic Reverse Charge Code Change For Xero
  • Updating Your Xero Certificate

Ask Tech a Question

Did you find what you were looking for? Don’t worry if not, you can get in touch with our tech support team.

Contact Tech Support
PERSONALISED LEARNING

A Training Masterclass From Our Experts

You’ve got the software. Now get the expert knowledge straight from the experts. If you want to know more about Clik Service or the NICEIC Cert Software, maybe you want to drill down into a specific module, or a run-through for a new engineer, we’ll walk and talk you through it in the way that suits you.

Learn More

4.5

  • Products
    • Clik Service
    • Clik Jobs
    • Clik Remote
    • NICEIC Cert Software
    • Clik Cert
    • View All Products
  • Features
    • CRM
    • Invoicing
    • Job Management
    • Job Scheduling
    • Quoting
    • View All Features
  • Industries
    • Air Conditioning
    • Electrical
    • Facilities Management
    • Fire and Security
    • Plumbing
    • View All Industries
  • Support
    • Training
    • Service Status
    • Contact Tech Support
    • Product Roadmap
  • About
    • Blog
    • News
    • Privacy
    • Terms

Copyright Clik Limited © 2000-2023 – All Rights Reserved