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Setup Xero Integration

  • Updated

Requirements of Xero Setup

You must have an existing, active Xero account setup to log into Xero before proceeding.

ValuePRO does not have any fields to store your Xero credentials. You will need to perform some integration steps yourself. After setup is complete, the Xero integration will direct you to a special Xero page and prompt you to log in with your Xero credentials.   

1. Create Xero Developer App

  1. Go to https://developer.xero.com/ and log in with your Xero credentials

  2. Create a new app


     

     

  3. Select ‘Standard Web App’ and set the redirect URI to: https://[valuepro_domain]/XeroTokenGenerator.asp


     

     

  4. In the Configuration tab, note down your Client ID and Client Secret

     

2. Configure ValuePro Settings

  1. Access your ValuePro Settings page

  2. Set "Accounting System" to "Xero"
     


     

     

  3. Configure these settings in your application's Settings page:

·       Xero Client Id: Your Xero app's Client ID

·       Xero Client Secret: Your Xero app's Client Secret

·       Xero Access URL: https://login.xero.com/identity/connect/authorize

·       Xero Exchange URL: https://identity.xero.com/connect/token

·       Xero Authorised Tenant URL: https://api.xero.com/connections

·       Xero Redirect URI: Your application's callback URL (e.g., https://[valuepro_domain]/XeroTokenGenerator.asp)

·       Xero State Code: A unique state code for security

·       Xero API Sales Account Code: Default "200" (or your preferred sales account)

·       Xero API Invoice Due Date: Default "14" (days)

·       Xero API HasTax: "true" or "false" depending on your tax requirements

·       Xero Invoice Number Set to Job Number: "yes" or "no"

·       Xero Item Code Field: Field name to use for item codes (optional)

·       GST: Your GST rate (e.g., "0.10" for 10%)

·       Default Country: "Australia" or "New Zealand" (affects tax type)
 

  1. Save the settings

3. Generate Access Token

  1. In ValuePro Settings, click the "Xero Token Generator" button next to the Accounting System setting
     

     

  2. This will open a popup window that handles authentication

  3. Follow the Xero login process

  4. Grant permissions to your application
     


     

     

  5. The system will automatically store the refresh token and tenant ID

4. Test Integration

  1. Create a test invoice in your application

  2. Use the Xero sync functionality to send the invoice to Xero

    1. In the job card, set the 'Invoice Date' to any date. 

    2. Check the 'Job History' tab to see if an invoice was created

  3. Check your Xero account to verify the invoice was created

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