Xero Setup Guide

Prerequisites

• An active Xero account with API access

Setup Guide

1. Generate API Credentials in Xero:

   • Generate Client ID and Client Secret in your Xero account

2. Add the following redirect URI in the Redirect URIs field:

   https://oauth.matia.io/integrations/xero/callback

3. Generate client ID and Secret Key. Take a note of them since you’ll need them to connect Xero on Matia.

4. Configure the Connection in Matia:

   • Enter the Client ID and Client Secret you saved.
   • Click Authorize and approve the connection.
   • Enter a Name for the connector
   • (Optional) Enter a Description for the connector
   • Select the Owner of the connector
   • (Optional) Verify that your Xero account is successfully connected by clicking on Test Connection
   • Click Connect

Supported Streams

This connector outputs the following streams:

• Account: (Full Refresh, Incremental),
• Payment: (Full Refresh, Incremental),
• RepeatingInvoice: (Full Refresh, Incremental),
• User: (Full Refresh, Incremental),
• TrackingCategory: (Full Refresh),
• TaxRate: (Full Refresh),
• Asset: (Full Refresh),
• Organization: (Full Refresh, Incremental),
• ManualJournal: (Full Refresh, Incremental),
• Journal: (Full Refresh, Incremental),
• Invoice: (Full Refresh, Incremental),
• AssetType: (Full Refresh),
• Overpayment: (Full Refresh, Incremental),
• CreditNote: (Full Refresh, Incremental),
• Contact: (Full Refresh, Incremental),
• Currency: (Full Refresh),
• BrandingTheme: (Full Refresh, Incremental),
• BankTransfer: (Full Refresh, Incremental),
• BankTransaction: (Full Refresh, Incremental),
• Settings: (Full Refresh),
• Allocation: (Full Refresh, Incremental)