Xero - Set up Connection

This document provides a comprehensive guide for establishing a connection between HirePOS and Xero. This integration facilitates seamless data transfer and management between the two platforms, enhancing operational efficiency.

To set up the connection, you will need to configure specific settings in your Xero account and then transfer unique keys back to HirePOS. Please follow the steps outlined below:

1. From the menu strip at the top, navigate to Setup > Preferences > Accounting Integration & Other API's.

2. Click on the Accounting Integration menu option.

3. Change the Accounting Software option to Xero and note the Xero settings that appear.

4. Follow the instructions towards the bottom of this page. To set up the Xero integration, go to Xero Developer Portal and add a 'New app' via the button at the top right, with the following settings:

   1. Fill in Application Details

      In the application setup form, provide the following information:

      • App name: Enter the name as shown in Setup > Preferences > Accounting/API's in HirePOS (typically formatted as HirePOS (<your business name>)).

      • Company or application URL: Enter https://www.hirepos.com.au.

      • Privacy Policy URL: Leave this field empty as it is optional.

      • OAuth 2.0 redirect URI: Enter https://hirepos-xero2.azurewebsites.net/Members/XeroAuthorize.

   2. Review and Accept Terms

      Double-check the OAuth 2.0 redirect URI to avoid any issues, as many users encounter problems due to incomplete data entry. After verifying, accept the Terms & Conditions and click on the Create app button.

   3. Configure Application Settings

      In the app’s configuration section, copy the Client ID and paste it into the Client ID box in HirePOS.

      Next, click on Generate Secret, copy the generated secret, and paste it into the Client Secret box in HirePOS.

   4. Save Changes

      After entering the Client ID and Client Secret, press the Save Changes button to finalize the setup.

To complete the connection:

1. Click the Xero Export tile on the Home page in HirePOS. This opens an Allow access to Xero web page.

2. You will see a page asking if you want to allow the app to connect to Xero for 30 minutes. Select the correct Xero company file if you have more than one, then click Allow access. You will be redirected to the HirePOS Xero Exporter app.

By following these steps, you will successfully establish a connection between HirePOS and Xero, enabling efficient data management and transfer between the two platforms.