Credentials
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      Xero Credentials

      To make a Xero connection, the following credentials are needed:

      Field Name

       

      Required/ Optional

       

      Description

       

      Name

      Required

      Required. Provide a unique name for this credential

      Access Token

      Not Applicable

      Autofill upon Xero log in.

      Refresh Token

      Not Applicable

      Autofill upon Xero log in.
       Once the user has provided a name for the credential. A user must login to the Xero website. Simply select the Connect button.
      Screenshot (926)

      When a user selects the Connect button located in the status section, a user will be taken to the Xero login screen.

      xero credentials

      Once a login is complete. Users are free to start utilizing their Xero credential.