This guide explains how to create a Xero App on the Xero Developer Portal and prepare the credentials you need to create a Xero Connector on HexaSync Automation Engine.
When you finish, you will have the three details needed to start the connection: Client ID, Client Secret and Webhooks Key.
Before you start
- A Beehexa account to sign in to HexaSync Automation Engine. If you do not have one yet, sign up on the same page.
- A Xero account with access to the Xero Organisation you want to connect.
- Access to the Xero Developer Portal. You can sign in with your existing Xero account.
Note: HexaSync connection requirements say each Xero Organisation must use its own Xero App. If you want to connect several Xero Organisations, you need to create a separate Xero App for each Organisation.
Part 1: Create a Xero App and get the credentials
Step 1: Create a Xero App
- Go to the Xero Developer Portal and sign in with your Xero account.
- Select New app.
- Fill in the details from this table:
| Field | Value to enter or select |
|---|---|
| App name | HexaSync (suggested name) |
| Integration type | Web app |
| Company or application URL | The website of your company or application |
| OAuth 2.0 redirect URI | The address in the box below |
- In OAuth 2.0 redirect URI, enter exactly this address:
https://app.hexasync.com/callback/install/third-party
- Tick the boxes to agree to the Xero terms. For Will you use Xero data to train, fine-tune, adapt, or enhance an AI model?, select No.
- Select Create app.
Note: The OAuth 2.0 redirect URI must exactly match the address above. If it is wrong, Xero can return an Invalid redirect_uri error when you authorize the connection.
Step 2: Get the Client ID and Client Secret
- In the Xero App you just created, open Configuration.
- Find and copy the Client ID.
- Select Generate a secret.
- Copy the Client Secret that was generated and store it in a safe place.
| Detail to save | Where to get it |
|---|---|
| Client ID | Configuration in the Xero App |
| Client Secret | The value shown after you select Generate a secret |
Note: Copy the Client Secret as soon as it is generated. Do not share the Client Secret publicly or include it in screenshots you send to other people.
Step 3: Set up Webhooks and get the Webhooks Key
HexaSync requires the Webhooks Key before you start authorizing the connection with Xero. Because the official Webhook URL is only created after Xero grants access, you need to use a temporary URL in this step.
- In the Xero App, open Webhooks.
- In Events, select Contacts and Invoices.
- In Delivery URL, enter this temporary URL:
https://app.hexasync.com/webhook
- Select Save.
- Copy the Webhooks Key that Xero provides and store it with the Client ID and Client Secret.
Note: The Delivery URL above is a temporary URL. After you authorize Xero on HexaSync, you must replace it with the official Webhook URL that HexaSync provides, as described in Step 5 of the get started with Xero guide.
Part 2: Check the details before you move to HexaSync
You have created a Xero App and prepared the three details you need:
- Client ID
- Client Secret
- Webhooks Key
Keep these details safe so you can use them when you connect Xero to HexaSync.
Continue with Get started with Xero on HexaSync to authorize access to the Xero Organisation, set up the official Webhook URL and create the Xero Connector.
Part 3: Frequently asked questions
Do I need a separate Xero Developer account to create a Xero App?
No. You can sign in to the Xero Developer Portal with your existing Xero account to create and manage a Xero App.
Can I use one Xero App to connect several Xero Organisations?
No. HexaSync connection requirements say each Xero Organisation must use its own Xero App. If you need to connect several Xero Organisations, create a separate Xero App for each Organisation.
Why do I have to use a temporary Delivery URL when I create the Xero App?
HexaSync needs the Webhooks Key before you start authorizing the connection with Xero, while the official Webhook URL is only created after Xero grants access. So you enter the temporary URL https://app.hexasync.com/webhook in Step 3 to get the Webhooks Key. After the authorization succeeds, you replace the temporary URL with the official Webhook URL that HexaSync provides and verify the Webhook.
What happens if I enter the wrong OAuth 2.0 redirect URI?
Xero can return an Invalid redirect_uri error when you authorize the connection. Open Configuration in the Xero App and correct the redirect URI so that it exactly matches the address in Step 1.