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Xero integration

{% hint style="info" %} If you’re new to integrations in Rewst, read through our introductory integration documentation here. {% endhint %}

What does the Xero integration do?

Our Xero integration enables the automation of finance processes by seamlessly connecting Xero and Rewst. Automate workflows for managing client financial data, invoices, and more.

Set up the Xero integration

Set up steps in Xero

  1. Login to your Xero Developer Apps Portal
  2. Navigate to My Apps.
  3. Click to add a New App.
  4. Fill in the required fields and click Create App.

    • Select Web App as the Integration Type

    • For the Redirect URI, you'll need to enter the following URL as a callback URL:

      https://engine.rewst.io/integrations/xero/callback/01968d10-6192-77cd-9eec-f148697eb6f3
  5. Navigate to the configuration of the app you just created and copy the Client ID and Client Secret . Store both of these for later use in Rewst. Note that once you leave the page, you won't be able to see the Client Secret again.
    1. If there is no client secret, you can generate one by clicking Generate a Secret.

Set up steps in Rewst

  1. Navigate to Marketplace > Integrations in the left side menu of your Rewst platform.
  2. Search for Xero in the integrations page.

A dark-themed information card titled "Xero" with a circular Xero logo at the top. The card explains that the Xero integration for Rewst automates finance processes, enabling users to connect their Xero account with Rewst for managing client financial data, invoices, and workflows. It notes the last update date as December 7th, 2024, and includes a labeled tag at the bottom that says "Accounting."

  1. Click on the integration tile to launch the configuration setup page.
  2. Under Parameters:
    1. Set your Zero API Scopes - default scopes are already set, but reference Xero's documentation about scopes here, if you wish to modify as needed.
    2. Enter the Xero App Secret and Xero App Client ID you copied previously.
    3. Specify the default tenant name you want to use for the connection.
      1. Return to your my.xero.com dashboard and copy the name of the organization you want to use.
      2. This is case sensitive - make sure to enter the name exactly as it appears in Xero.
  3. Click Save Configuration.
  4. Click Authorize to connect your Xero account
  5. Rewst will do a quick validation of your input. Once completed, you'll see a new section beneath the configuration form for organization mapping. Complete your mapping as desired.

{% hint style="success" %} Got an idea for a new Integration? Rewst is constantly adding new integrations to our integrations page. Submit your idea or upvote existing ideas here in our Canny feedback collector. {% endhint %}

Actions and endpoints

{% hint style="info" %} For more on how actions work in Rewst, check out our introductory actions documentation here. {% endhint %}

Xero's own API documentation can be found here.

Category Action Description
Accounts List Accounts List all accounts
Accounts Get Account Get account by ID
Accounts Create Account Create an account
Accounts Update Account Update an account
Employees List Employees List all employees
Employees Get Employee Get a specific employee
Employees Create Employee Create a new employee
Employees Update Employee Update an existing employee
Generic Request Xero API Request Generic action for making authenticated requests against the Xero API
Invoices List Invoices List all invoices
Invoices Get Invoice Get a specific invoice
Invoices Create Invoice Create a new invoice
Invoices Delete/Void Invoice Delete/Void an existing invoice
Invoices Update Invoice Update an existing invoice

{% hint style="info" %} Important

Make sure to copy the client secret and store it in a secure location. You will not be able to view the client secret again after you close the dialog box. {% endhint %}