Adding your Xero credentials to Oomnitza

Best practice
For the integration with Oomnitza, create a dedicated user account.

Prerequisites

Client ID and Secret

Xero uses OAuth 2.0 authentication and requires your Client ID and Secret to be added to Oomnitza. To obtain this information, complete the following steps:

1. Go to My Apps and create an app.
2. Give the application a name
3. Enter the URL of your Oomnitza instance, for example: https://mycompany.oomnitza.com
4. Enter the following redirect URI: https://generic-oauth2-proxy.oomnitza.com/oauth2/redirect_url 
5. Click Create app.
6. When your app is created, in the App details screen, copy your XTID (Xero Tenant ID).
7. Go to Configuration in the app sidebar. Copy your Client ID and generate a Secret. Keep your credentials safe for adding to Oomnitza. 

For further information, refer to Xero API Documentation: Create your OAuth2.0 app.

Did you know?
You can create a free Xero trial account here.

Xero Scopes

You will also need to supply Xero scopes when adding your credentials to Oomnitza. You can enter a list of scopes separated by a space. We recommend that you use the following scopes:

• openid
• profile
• email
• assets
• assets.read

For further information, refer to Xero API Documentation: Scopes.

Adding your credentials

To stream Xero data into Oomnitza, add the credentials that you obtained to Oomnitza:

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward arrow > to select the integration. 
4. Enter your client credentials and any other additional information.
5. Click Authenticate. You are prompted to log in to authorize your request.
6. Click CREATE.

1. Add the information details.
2. Click the AUTHORIZATION tab.
3. Ensure that OAuth 2.0 is selected as the Authorization type.
4. Ensure that Xero is selected from the SaaS list.
5. Enter the OAuth credentials.
6. Click Authenticate.
7. Click Create.

Adding your Tenant ID as a global variable

To save time entering information when you create the integration and the workflow, you can add the Xero Tenant ID as a global variable in Oomnitza.

1. From the menu, go to Configuration>General.
2. Click Global Settings.
3. Click Add new variable (+). 
4. Enter Xero.Tenant Id as the variable name.
5. Enter your Xero Tenant ID that you copied when creating the app in Xero.
6. Save your changes.

Next

You use the credentials and global variable that you have added to create and customize your Xero integrations with Oomnitza.