Integration Service user guide

• Client ID
• Client secret
• Your Xero username and password.

How to retrieve your credentials​

1. Sign in to the Xero Developer Portal at https://developer.xero.com using your Xero account credentials.
2. Now you must create a new application:
   1. Select My Apps.
   2. Select the New App button to start creating a new OAuth 2.0 application.
3. Configure your new app as follows:
   1. Provide a name for your app in the App name field.
   2. Select the Integration type:
      • Select Web app, Desktop app, or Mobile app based on how your app will interact with Xero. Learn more about integration types from the Xero documentation: Choose the right authorization flow for your app.
   3. Enter your Company or Organization name.
   4. Provide your App URL. This can be your website or a placeholder URL.
   5. Set the Redirect URI to: https://{baseURL}/provisioning_/callback (for example, https://cloud.uipath.com/provisioning_/callback for Automation Cloud).
4. Next, you must read and agree to the Xero Developer Platform terms and conditions.
5. Select Create App. Once the app is created, you are redirected to the app details page.
6. Select the Configuration tab to view your Client ID and Client Secret.

1. Select Orchestrator from the product launcher.

2. Select a folder, and then navigate to the Connections tab.

3. Select Add connection.

4. To open the connection creation page, select the connector from the list. You can use the search bar to find the connector.

5. Enter the required credentials and select Connect.

   For any secret-type field, you can select the menu next to the field and choose Use credential asset to reference an Orchestrator credential asset linked to an external vault instead of entering the value directly. For more information, see Use credential assets for connections.

6. Next, you are prompted to sign in to Xero using your username and password, then provide a two-factor authentication code.

7. To grant the required permissions requested by the Xero connector, select Allow access.

• View and manage your:
  • Organization settings
  • Attachments
  • Business transactions
  • Contacts
  • Reports
  • General ledger
  • Budgets
• View your name, email, and user profile.