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How to Create a Xero Connection in

Blog post from Unified.to

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Summary

To establish a connection between Xero and Unified.to, users should begin by signing into the Xero Developer Portal and creating a new application, specifying details such as the app name and organization name, as well as adding the OAuth 2.0 Redirect URI provided by Unified.to, which varies by region. Once the app is created, users obtain a Client ID and Client Secret, which should be securely stored and added to Unified.to's Xero integration settings. To enable user connections from an application, users need to utilize Unified.to's Embedded Components to facilitate the authorization process. It is crucial to ensure the redirect URI matches exactly to avoid authentication failures, and users must update the Client Secret in Unified.to if it is regenerated in Xero. The Journals endpoint in Xero is only accessible with the Advanced pricing tier, and users with insufficient permissions might encounter authorization issues. Troubleshooting steps include verifying credentials, checking the redirect URI, and re-authorizing the connection if necessary.