Home → Integrations → Xero → Setup - Connect Xero API to RubiCRM
5.3. Setup - Connect Xero API to RubiCRM
The first step of integrating Xero with RubiCRM is to acquire your Client ID and Client Secret from the Xero Developer Portal. You can log in to the Xero Developer Portal here.
Once logged in you need to create a new application. To do so when you first log in you will be presented with the following if you have no current apps.
Click the New app button. You will be presented with the Add a new app popup to complete.
You will need to complete the following fields of information:
- App name - "Rubi"
- Integration type - "Web app"
- Company or application URL - {Your website}
- Redirect URI - https://xero.rubicrm.net/secure/Xero/return.html
Once all of the fields are filled in click the Create app button.
Following the app creation, you will want to navigate to Configuration. From there you will need to add two additional Redirect URIs.
To add another Redirect URI click Add another URI.
Add the two following URIs:
- https://rubiapp.rubicrm.net/secure/Xero/return.html
- https://rubiapp.rubicrm.com/secure/Xero/return.html
Now that you have added three Redirect URIs stay on the Configuration page. Copy the Client id pasting this into a notepad or Word document as you will need this soon.
Having copied the Client id you will then want to click the Generate a secret button. Copy the Client secret pasting this into a notepad or Word document as you will also need this soon.
Now that you have your Xero Client id and Client secret, you must add these into RubiCRM.
Open RubiCRM and navigate to Main Menu > System > Lists.
Open the Xero Account system list.
Create a new item calling it on the lines of {Your Org Name} Xero. Having created the item click the amend icon ().
A Xero Account popup will open. Paste the Client id from Xero into the API Key field then paste the Client secret from Xero into the API Secret field.
That should be the API connection all setup!