Xero provides cloud accounting services, including a cashbook, automated daily bank feeds, invoicing, debtors, creditors, sales tax, and reporting.
Prerequisites
Before connecting Xero to Savant, ensure you have an Xero account with either an Adviser or Standard user role.
Setup Xero in Savant
In Xero
Create an App
Log in to your Xero account.
Click New app in the top right corner.
Provide the following details in the pop-up window:
App name
Integration type: Select Web app from the drop-down menu.
Company or application URL: Enter your company URL.
Redirect URI: Enter https://app.savantlabs.io/api/callback.
Click Create app.
Generate a Client Secret
In the navigation menu, select Configuration.
Click Generate a secret.
Note down the Client ID and Client Secret, required for Savant's configuration.
In Savant
Step 1. Client ID
Input the Client ID created above.
Step 2. Client Secret
Input the Client Secret created above.
Step 3. Authenticate
Click Authenticate to grant access to the custom app. You will be redirected to your Xero account.
Log in to your Xero Account
Read Data from Xero
Learn how to create datasets from Savant’s Xero connector here.
Available Objects
All tables from the Accounting Model are available today in Savant. Check out Xero’s Accounting API model here.
Object |
Category |
Accounts |
BankTransactions |
BankTransfers |
BatchPayments |
ContactGroups |
Contacts |
CreditNotes |
Employees |
ExpenseClaims |
HistoryBankTransactions |
HistoryBatchPayments |
HistoryContacts |
HistoryCreditNotes |
HistoryInvoices |
HistoryPurchaseOrders |
Invoices |
Items |
LinkedTransactions |
ManualJournals |
Payments |
PurchaseOrders |
Receipts |
TaxRates |
Understanding Xero's Limitations
Refer to Xero’s Developer Help Documentation to understand Xero’s API limitations.