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Xero V2 Integration

  • Created :Tue,11,2023
  • Last Updated:Wed,04,2024

For Xero V2 integration, you need to sign in to Developer's account https://developer.xero.com/


After signing create an APP and copy the secret key and customer key under the Configurations.

  

 

add redirect URL http://NEON_URL/xero/success

Neon Integration

For the NEON integration go to  NEON->integration->accounting->XeroV2, add the details and save 

after saving click on the authorization.

  


After completing the above steps you need to set up the chart of accounts and post the invoice to Xero from the Invoice page under the Action Button 

 

Details

Field Description
Consumer Key: App Consumer Key
Secret: App Consumer Secret

Chart of Accounts Mapping

Here you will need to setup Chart of Accounts mapping. It will Use In "Journal Post". All Taxes which will be setup under Billing -> Tax Rate will display here.

You will need to setup in which Chart of Accounts you want to post Invoices/Payments and Taxes.

p>  xero_chart_account

 

Once you will setup integration with Xero successfully under Billing -> Invoices page you will see Xero post and Xero journal button.

  xero_invoice"

 

Select Invoice and click on Xeo Post or Xero Journal. Job will be logged. 
  • Only fully Paid Invoices will be posted as Journal to Xero .
  • if you receive this error ' Xero API Not Setup Correctly ' then go to Integration section Check Input Parameter.
  • Please make sure all Chart of Accounts mapping are setup correctly.