Xero

Create a Xero OAuth app and configure its Zwapgrid System Setting.

Xero is a cloud-accounting platform used by small businesses and advisers. Zwapgrid uses a client-managed Xero application, so a published System Setting is required before onboarding a Xero organisation.

Item	Details
Client Portal configuration	Required
Test option	Xero demo company
Vendor documentation	Xero getting-started guide

Prepare a demo company and application

1. Create or sign in to a Xero account.

2. From My Xero, enable the demo company and choose the appropriate country.

3. In Xero My Apps, create an OAuth 2.0 application using the authorization-code flow.

4. Register the redirect URI displayed in the Zwapgrid System Setting.

5. Store the Client ID and generated Client Secret securely.

6. Confirm the scopes required by every API.1 and Proxy.1 operation you will use.

The demo company contains sample data and can be reset. Xero resets demo-company data periodically, which can require the application connection to be created again.

Configure Zwapgrid

1. In the Client Portal, open Systems → Xero → Configure.

2. Create a System Setting for the Xero application.

3. Enter the Client ID and Client Secret.

4. Confirm that the registered redirect URI matches the Zwapgrid value exactly.

5. Save, review, and publish the setting.

See System Settings for lifecycle and Consent-selection rules.

Test and move to production

1. Create a Development Consent using the published setting.

2. Connect the Xero demo company through the Onboarding Flow.

3. Test organisation selection and every required operation.

4. Review Xero's current connection limits, plan requirements, and certification rules before customer rollout.

5. Create a separate System Setting if your production application uses different credentials.

Request only the Xero scopes your product needs. Treat the client secret and OAuth tokens as credentials and never include them in support messages.