Savant

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

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

Log in to your <a href="https://developer.xero.com/app/manage" rel="nofollow noopener noreferrer" target="_blank">Xero Account</a>

In the top right corner, click New app

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 <a href="https://app.savantlabs.io/api/callback" rel="nofollow noopener noreferrer" target="_blank">https://app.savantlabs.io/api/callback</a>

1. Log in to your <a href="https://developer.xero.com/app/manage" rel="nofollow noopener noreferrer" target="_blank">Xero Account</a>
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 <a href="https://app.savantlabs.io/api/callback" rel="nofollow noopener noreferrer" target="_blank">https://app.savantlabs.io/api/callback</a>
4. Click Create app

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

In the navigation menu, click Configuration

Write down the <code>Client ID</code> and <code>Client Secret</code>

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

1. In the navigation menu, click Configuration
2. Click Generate a secret
3. Write down the <code>Client ID</code> and <code>Client Secret</code> 
 1. Your <code>Client Secret</code> only be shared once, so make sure to save it

Navigate to the Xero connector in the Savant Systems Page.

Enter your Client ID and Client Secret generated in <a href="https://developer.xero.com/app/manage" rel="nofollow noopener noreferrer" target="_blank">My Apps</a>. Click “Authenticate.”

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

Name your newly created System appropriately.

1. Navigate to the Xero connector in the Savant Systems Page.
 
 
2. Enter your Client ID and Client Secret generated in <a href="https://developer.xero.com/app/manage" rel="nofollow noopener noreferrer" target="_blank">My Apps</a>. Click “Authenticate.”
 

3. Login to your Xero account and follow the prompts to complete the authentication process.
4. Name your newly created System appropriately.

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 <a href="https://developer.xero.com/documentation/api/accounting/overview" rel="nofollow noopener noreferrer" target="_blank">here</a>.

- Accounts
- BankTransactions
- BankTransfers
- BatchPayments
- ContactGroups
- Contacts
- CreditNotes
- Employees
- ExpenseClaims
- HistoryBankTransactions
- HistoryBatchPayments
- HistoryContacts
- HistoryCreditNotes
- HistoryInvoices
- HistoryPurchaseOrders
- Invoices
- Items
- LinkedTransactions
- ManualJournals
- Payments
- PurchaseOrders
- Receipts
- TaxRates

Setting Up Xero Integration

Xero System in Savant

Connecting to Data from Xero

Available Objects

Publishing