Connect your accounting

Connect Xobuya to Xero

Xobuya talks to Xero through an app that belongs to you, registered on your own Xero account. Setting it up takes about five minutes, once. This page walks through it screen by screen.

What you need
Where to godeveloper.xero.com, signed in with your normal Xero login
Integration typeWeb app
App nameYour business name, for example Signature Shutters
Company or application URLhttps://xobuya.io
Redirect URIhttps://go.xobuya.io/xero/callback
What you bring backClient id and Client secret
Filled in for youTenant ID, after you connect

Step by step

  1. Open the Xero developer portal

    Go to developer.xero.com and sign in with the same login you use for Xero. You do not need a separate developer account. Choose New app.

  2. Describe the app

    Fill in the form:

    • App name: your business name.
    • Integration type: Web app.
    • Company or application URL: https://xobuya.io
    • Redirect URI: paste the value below exactly, with no trailing slash.
    https://go.xobuya.io/xero/callback

    Accept Xero's developer terms and choose Create app.

  3. Copy the client id and generate a secret

    On the new app, open the Configuration tab. Copy the Client id. Then choose Generate a secret and copy the secret immediately.

    Xero shows the secret only once. If you lose it, generate a new one and paste the new value into Xobuya. The old one stops working.

  4. Paste them into Xobuya

    In the Xobuya app open Settings, then Secured, select Xero as your accounting platform, and paste the Client ID and Client Secret into the fields. Leave Tenant ID empty. Tap Save.

  5. Connect

    Tap Connect Xero. A browser opens on Xero's consent screen. Choose the organisation you want Xobuya to post invoices into and choose Allow access. You will land on a page that says Xero Connected. Close it, return to the app and tap Check Connection. The Tenant ID fills in on its own.

After you connect

From here, accepting a quote creates the invoice in Xero, and payments recorded in Xobuya are applied to it. Account codes for each product type are set under Account mapping on the same Secured screen. If you connect the wrong organisation, tap Disconnect and connect again.

If something goes wrong

Xero shows "Sorry, something went wrong" with "Invalid redirect_uri"
The redirect URI on your Xero app does not exactly match the value above. Open the app on developer.xero.com, check the Redirect URI for a typo, a trailing slash or an old address, correct it and try Connect again.
The consent screen lists more than one organisation
Pick the organisation Xobuya should invoice from. Only that one is connected. If you run several businesses in Xobuya, each Xobuya company connects to its own Xero organisation.
The app says "Xero Client ID not configured"
The credentials were not saved before you tapped Connect. Paste them again, tap Save, wait for the confirmation and then tap Connect Xero.
It connected, but invoices are not appearing in Xero
Check that the accounting platform on the Secured screen is set to Xero and that each product type has an account code under Account mapping. Then accept a test quote.

Prefer to do it together?

Open the support chat inside the Xobuya app and we will walk through it with you on a call, or email support@xobuya.io. You can also open developer.xero.com directly.