Availability

The Xero connector is temporarily unavailable. We are working out an authentication flow issue with this connector, and will add it back to the library as soon as we can.

Capabilities

• Sync user identities from Xero to ConductorOne

• Resources supported:

  • Organizations
  • Roles

Add a new Xero connector

This task requires either the Connector Administrator or Super Administrator role in ConductorOne.

1. In ConductorOne, open Admin and click Connectors > Add connector.

2. Search for Xero and click Add.

3. Choose whether to add the new Xero connector as a data source to an existing application (and select the app of your choice) or to create a new application.

   Do you SSO into Xero using your identity provider (IdP)? If so, make sure to add the connector to the Xero app that was created automatically when you integrated your IdP with ConductorOne, rather than creating a new app.

4. Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.

   An Xero connector owner must have the following permissions:

   • Connector Administrator or Super Administrator role in ConductorOne
   • Ability to create a Xero app for your organization

5. Click Next.

Next steps

• If you are the connector owner, proceed to Configure your Xero connector for instructions on integrating Xero with ConductorOne.

• If someone else is the connector owner, ConductorOne will notify them by email that their help is needed to complete the setup process.

Configure your Xero connector

A user with the Connector Administrator or Super Administrator role in ConductorOne and the ability to create a Xero app for your organization must perform this task.

Step 1: Create a Xero web app and generate credentials

1. Log into developer.xero.com and click New app.

2. In the Add a new app form, give the app a name, such as “ConductorOne” and select Web app.

3. Enter https://developer.xero.com in the Company or application URL field.

4. Enter https://localhost:8080 in the Redirect URI field.

5. Click Create app.

6. The new app opens. In the navigation panel on the left, click Configuration.

7. Carefully copy and save the app’s Client ID. We’ll use this in Step 2.

8. Click Generate a secret.

9. Carefully copy and save the Client secret. We’ll use this in Step 2.

Step 2: Add your Xero credentials to ConductorOne

1. In ConductorOne, navigate to the Xero connector by either:

   • Clicking the Set up connector link in the email you received about configuring the connector.

   • Navigate to Admin > Connectors > Xero (if there is more than one Xero listed, click the one with your name listed as owner and the status Not connected).

2. Find the Settings area of the page and click Edit.

3. Paste the client ID you generated in Step 1 into the API client ID field.

4. Paste the client secret you generated in Step 1 into the API client secret field.

5. Click Save.

6. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

That’s it! Your Xero connector is now pulling access data into ConductorOne.

Configure the Xero integration using Terraform

As an alternative to the integration process described above, you can use Terraform to configure the integration between Xero and ConductorOne.

See the ConductorOne Xero integration resource page in the ConductorOne Terraform registry for example usage and the full list of required and optional parameters.