How to Set up Xero for Teamleaf

In this tutorial you will learn how to set up an app on Xero, and connect it with Teamleaf

Step-by-Step Guide

Connections & Integrations

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Quoting

Setup

Step 1

Go to Xero for Developers and Sign In

To start, go to https://developer.xero.com/app/manage then enter your email and password to sign in. Then, click 'Log in'

Step 2

Click 'Create New App'

In the middle of your screen you'll have an option to create a new app, click 'New App'.

Step 3

Enter App Name

On the popup that then appears, enter 'Teamleaf' in the App Name field.

Step 4

Select Web App

By default, the 'Web App' option should be selected, if it isn't, click 'Web App'.

Step 5

Enter Company or Application URL

Next in the 'Company or Application URL' field, enter https://companyid.teamleaf.uk, the 'companyid' part of this should be whichever word goes at the start of the .teamleaf.uk site you usually log into.

Step 6

Enter OAuth 2.0 Redirect URL

Next, in the OAuth 2.0 Redirect URL field, enter https://companyid.teamleaf.uk/connections/setup/callback

Step 7

Agree to Terms & Conditions then Create App

Next, tick to agree to the Terms & Conditions, then click the 'Create App' button in the bottom right of the popup

Step 8

Go to Configuration

After creating app you'll be taken to the 'App Details' page. On the left side of the page, go to 'Configuration'

Step 9

Copy Client ID

Next, on the configuration page click 'Copy' next to the Client ID and paste this into a new email.

Step 10

Generate a Secret

Next, click the Generate a Secret button. Copy this, and paste it into the same email as the Client ID. These should be emailed to support@teamleaf.co.uk

Step 11

Click Save

Next, in the top right of the page, click the 'Save' button.

Step 12

Go to 'Webhooks'

On the left side of the page, go to 'Webhooks'

Step 13

Check 'Contacts'

Next, click the 'Contacts' checkbox to enable it

Step 14

Enter Delivery URL

Next in the Delivery URL field, enter https://companyid.teamleaf.uk/api/v2/connections/webhook

Step 15

Click 'Send Intent to Receive'

Next, click 'Send Intent to Receive' below the Delivery URL

Step 16

Click 'Save'

In the top right of the page, click 'Save'

Step 17

Go to Connections page

Next, go to https://companyid.teamleaf.uk/connections. Find Xero, and click 'Connect'

Step 18

Allow Access

On the new page that appears, click 'Allow Access' and ensure you have selected the right organisation (if you have multiple)

Step 19

Xero Connected

Your Xero should now appear as connected - if it isn't showing as connected yet, return to the Xero developer page, go to App Details, then Webhooks, and ensure 'Send Intent to Receive' has been enabled.