Availability

✅ General availability. The Xero integration is available to all ConductorOne users.

Capabilities

• Sync user identities from Xero to ConductorOne

• Resources supported:

  • Organizations
  • Roles

Set up the Xero integration

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

1. In ConductorOne, open Admin and click Integrations > Xero.

2. If this is your first Xero integration, the integration form opens automatically. Otherwise, click Add connector.

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

   An Xero integration owner must have the following permissions:

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

5. Click Create and add details.

Next steps

• If you are the integration owner, proceed to Integrate your Xero instance for instructions on integrating Xero with ConductorOne.

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

Integrate your Xero instance

A user with the Integration 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, open Admin and click Integrations > Xero.

2. In the list of connectors, locate and click on the name of the connector with the Not connected label.

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

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

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

6. Click Save.

7. 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 instance is now integrated with 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.