You will need your Xero account login name, password and if in Australia, access to the authenticator app for two stage authentication of your login.
According to Xero, from this article here, it appears that the user needs to be at least a Standard user to be able to create the new Xero connection. Once it is created, all users can use it.
The Xero settings can be accessed via System > Options > Financial Exports.
Click here for details on running the Xero export report.
Create Xero connection
Copy the Xero My Apps URL link on the Options screen and paste into your browser. Log in using your Xero login name and password.
On the Xero My Apps page, click NewApp and enter in BpAllied for the AppName.
Select OAuth 2.0 grant type as default of Auth Code with PKCE
Enter https://bpsoftware.net into the Company or application URL
Copy http://localhost:5000/signin-oidc into the Xero Redirect URI field
Check the Terms and Conditions checkbox
Click Create App
The App Details screen will display
Tip: If you get the error: "failed to create app (#FBDD)" change the App Name to something else as there must already be an app connection with the name you have used.
7. In the AppDetails screen, copy the Client ID and
8. Paste into the Xero Client ID field in the Bp Allied Options screen
9. Back in the AppDetails screen, click Save
10. In the Bp Allied Options screen, click Apply, then click TestConnection
The Xero login screen will display in a browser
11.Log into Xero using your username and password
12. Enter in your authentication code
If you receive the message to the right from Xero then please follow their instructions.
13. Select the Organisation for your data to be uploaded to.
14. Click Allow access
The Xero connection test "Connection successful" dialog should display
15. Click OK to close it.
How to check your App Connection
When logged into your Xero account
Click on the drop down under your Organisation Name, e.g. Bp Allied NZ Test in this example
Select App marketplace
This will display the Marketplace web page
5. Click the Connected tab
6. This will display any Apps connected to your Organisation, including Bp Allied.
7. Click on the name link to see the Connection details for connection. E.g. Bp Allied NZ Test in the example on the right.
Note: your connection will be named as per the App Name given as part of creating the connection.