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Xero Connector Setup
Updated over a week ago

Welcome to the Xero Connector Setup guide!

In this article, we will cover the following:

  • Authenticating Xero in Savant

  • Connecting Data from Xero

  • Publishing Data to Xero

Setting Up Xero Integration

You need to create an app in your Xero platform Savant to connect to. To do this:

  1. Log in to your Xero Account

  2. In the top right corner, click New app

  3. In the pop-up window:

    1. Enter the App name

    2. In the Integration type drop-down menu, select Web app

    3. In the Company or application URL field, enter your company URL

    4. In the Redirect URI field, enter

  4. Click Create app

Next, you need to generate a client secret that Savant will use to connect to your new Xero app:

  1. In the navigation menu, click Configuration

  2. Click Generate a secret

  3. Write down the Client ID and Client Secret

    1. Your Client Secret only be shared once, so make sure to save it

Xero System in Savant

  1. Navigate to the Xero connector in the Savant Systems Page.

  2. Enter your Client ID and Client Secret generated in My Apps. Click “Authenticate.”

  3. Login to your Xero account and follow the prompts to complete the authentication process.

  4. Name your newly created System appropriately.

Connecting to Data from Xero

Create a dataset from the available objects in Savant’s Xero Connector.

👉 All tables from the Accounting Model are available today in Savant. Check out Xero’s Accounting API model here.

Available Objects

  • Accounts

  • BankTransactions

  • BankTransfers

  • BatchPayments

  • ContactGroups

  • Contacts

  • CreditNotes

  • Employees

  • ExpenseClaims

  • HistoryBankTransactions

  • HistoryBatchPayments

  • HistoryContacts

  • HistoryCreditNotes

  • HistoryInvoices

  • HistoryPurchaseOrders

  • Invoices

  • Items

  • LinkedTransactions

  • ManualJournals

  • Payments

  • PurchaseOrders

  • Receipts

  • TaxRates


Publishing data to Xero is not currently supported.

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