Xero - Set up Connection

This guide walks you through connecting HirePOS with Xero. Once connected, data can be transferred seamlessly between the two systems, helping streamline your accounting workflows and reduce manual data entry.

To complete this setup, you will:

• Create a new app in your Xero developer account

• Copy your Xero API credentials into HirePOS

• Authorise the connection between the two systems

1. From the top menu, go to:
   Setup > Preferences > Accounting & API/Integrations

2. Click on Accounting

3. Set your accounting provider to Xero

4. Ensure the connection type radio button setting (shown just below the Xero > Step 1 banner) is set to New, and not Legacy.

5. Take note of the three Xero settings displayed on this screen — you will need these shortly when setting up your Xero app on the Xero side.

1. Go to:
   https://developer.xero.com/myapps/

2. Click New app (top-right)

3. Select:

   • App type: Web App

   • Training AI models: No

   • Minimum security requirements: Yes

Complete the form as follows:

• App name
  Copy/paste from the "App name" field in HirePOS (typically shown as: HirePOS (Your Business Name))

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

• Privacy Policy URL
  Leave blank (optional)

• OAuth 2.0 redirect URI
  https://xero.hirepos.com/Members/XeroAuthorize

⚠️ Important:
Ensure the redirect URI is entered exactly as shown. Incorrect or incomplete values are a common cause of connection issues.

4. Accept the terms and click Create app

1. In Xero, open your newly created app

2. Click Configuration from the left menu

3. Copy the following values into HirePOS:

   • Client ID → paste into the Client ID field in HirePOS

   • Client Secret → click Generate a secret, then paste into the Client Secret field in HirePOS

4. In HirePOS, click Save Changes

Before connecting, ensure your accounting mappings are set:

• Go to:
  Setup > Item Related > Item Types

• Assign the appropriate Chart of Accounts codes for each item type

See the Xero Chart Of Accounts help guide for more info.

1. From the HirePOS Home screen, click the Xero Export tile
   (or alternatively click the Xero button on the main reminders list screen)

2. You will be redirected to Xero to authorise access

3. If prompted:

   • Select the correct Xero organisation (if you have more than one)

   • Click Allow access

4. You will then be redirected back to HirePOS, completing the connection

HirePOS is now successfully linked to Xero. You can begin exporting financial data and managing your accounting integration directly from within HirePOS.

If you experience issues during setup, double-check:

• The OAuth redirect URI is entered correctly

• The Client ID and Secret are copied accurately

• Your Chart of Accounts are properly configured