Xero

Get started with the Xero source!

Obtain the OAuth Credentials

If you need to figure out how to access the necessary credentials, head here for a detailed walk through.

Enable the Source

Let's start by selecting the Xero source from the potential data sources to enable for this flow.

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Once you have selected what flow you want to enable the Xero source in, you should go ahead and search for the Xero tap in the Sources tab of hotglue.

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Now search for Xero and click on the resulting card under the Accounting to select as a Source.

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Now that we have selected Xero as a source, we are going to put OAuth Client ID and Secret. If you don't know where to get these credentials, you can learn where to find them here.

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Once you've entered your credentials, click the “Save&Connect" button.

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A window will pop-out. Enter your credentials and click on Log in.

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Click on "Allow access" button.

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A page will appear showing hotglue is in connecting to Xero.

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A pop-out will show to show success message. Click on the "OK" button.

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And that is it! You have successfully linked Xero!

Configure the mapping

Now that you have set up your source, you need to configure your mapping. Click on the field map button below the Xero source.

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Click on the card to get started.

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Click on “Customize field map” editor.

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Once here, you can go and select what you want to bring in from Xero. For this example, I am going to select the accounts stream by clicking the corresponding edit icon.

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You can now select specific fields identified in each Table to map in the Field Editor. Specific, multiple or all fields can be selected use the arrow in the middle to move those objects over to the Chosen column.

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Once you have selected which fields you want, you click Confirm button.

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The edited table will be labeled as "updated" in green. You can repeat the process above for all the tables you want! Once done, go ahead and click the Save button.

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Once you are done mapping any of the fields, click save. "Field map updated" message will be shown. Again click on "Save" button. You have finished configuring your mappings.

Obtain OAuth Client ID and Secret

The first thing you need to do is log in to XERO.

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Click on the Log in button.

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Enter the credentials and click on Log in button.

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Add your app and navigate to Xero Developer. Click on the name of the added app.

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You will land on App details page. Click on Configuration from left nav pane.

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You should add the Redirect URI https://hotglue.xyz/callback. Once you do, you can also get your Client ID and generate Client Secret. Now you can go ahead and copy it into hotglue.


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