Creating a Xero Service

Learn how to create a Xero service in M-Bridge.

Overview

To activate the Xero integration, you first need to create an app in Xero and then create a service in M-Bridge using the app's authorization credentials.

Part 1: How to Create a Xero App

1. Log in to My Apps on Xero's Developer site.
2. In the top-right corner, click New app. The Add a New App modal displays.
3. Enter the App name.
4. Enter https://www.mavenlinkintegrations.com in the Company or application URL field.
5. Enter https://www.mavenlinkintegrations.com/auth/xero_oauth2/callback in the OAuth 2.0 redirect URI field. .
6. Click the checkbox at the bottom of the modal to confirm you have reviewed and agreed to the Xero Developer Platform Terms & Conditions.
7. Click Create app. The Details page for your new app displays.
8. Under the OAuth 2.0 credentials section, copy the Client ID and save it to a secure file and location.
   
9. Click Generate a secret. The Client secret field appears.
10. Copy the Client secret and save to the same file as the Client ID.
    Note: Once you navigate away from this page, the Client Secret will no longer be accessible. If you did not save the Client Secret in a separate file, you will have to generate a new one. 
11. Click Save.

Part 2: How to Create an M-Bridge Service

1. Log in to M-Bridge.
2. In the upper-right corner of M-Bridge, click Account and then select Services from the drop-down that appears.
3. On the Services page, click Add Service drop-down and select Xero. New fields appear.
4. Enter the service Name.
5. Enter the Xero Client ID and Client Secret.
6. Ensure the Global for Account? box is checked.
   
7. Click the Create button. The Xero User Account Authorization page displays.
8. Click Allow Access to grant Kantata permission to access your Xero user account. The Xero Organization Authorization page displays.  
9. Select the desired Xero organization from the drop-down and then click Connect. The Xero service is created and displays under the Account Services section on the Services page in M-Bridge.