Xero
Xero is an online accounting software for small businesses, automating invoicing, bank reconciliations, and reporting.
Xero integration replicates data using the Xero Accounting API.
Preparing for authentication
To access your data, you need to authenticate the connection with your account credentials.
To connect to the Xero integration, you need to have your client ID, client secret, user ID, and tenant ID. Follow the procedures below to copy each setting.
To obtain your client ID and secret:
- Log into your Xero account.
- Create a new app.
- Click Configuration on the left. The client ID and secret are displayed.
- As the client secret is displayed only once, copy and paste it to a secured file. Otherwise, you have to create a new app.
- Make sure Authorized Redirect URIs is set to https://connector.qlik.com/auth/oauth/v3.htm.
To obtain your user ID:
- Log into your Xero account.
- Select the organization in the drop-down list in the top-left corner.
- Select User from the menu.
- Select the user account you want to use.
The user ID is part of the URL
https://go.xero.com/app/.../settings/users/edit?userId=%7BTHIS_IS_THE_USER_ID%7D)
.
To obtain your tenant ID:
- Log into your Xero account.
- To display the tenant ID, select Show auto-generated headers.
Creating the connection
For more information, see Connecting to SaaS applications.
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Click Authenticate when you have filled in the required connection settings.
You may be asked to log in to the source application.
A window is displayed with an authentication code.
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Copy the code to the clipboard and return to the connection dialog.
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Paste the code in Complete authentication with the code provided by the source and click Verify.
Tip noteYou may need to scroll down to see this field.When status is Verified, the authentication is verified.
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Provide a name for the connection in Connection name.
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Select Open connection metadata to define metadata for the connection when it has been created.
Setting | Description |
---|---|
Data gateway |
Select a Data Movement gateway if required by your use case. Information note
This field is not available with the Qlik Talend Cloud Starter subscription, as it does not support Data Movement gateway. If you have another subscription tier and do not want to use Data Movement gateway, select None. For information on the benefits of Data Movement gateway and use cases that require it, see Qlik Data Gateway - Data Movement. |
Start Date |
Enter the date, in the format |
Include Archived Contacts | Select the check box to include archive contacts. |
Client ID | Client ID. |
Access Token | Access token. |
Organization Name | Organization name. |
Xero User ID | Xero user ID. |
Tenant ID | Tenant ID. |