Please note that if you are connecting more than one organization in Xero, you will need to create one Web App per organization in order to integrate with MarginEdge properly.
- Login into Xero Developer Center at https://developer.xero.com/myapps/
- On the top right click “New App” , and choose 'Web App' if prompted.
- Provide an App Name “MarginEdge”
- Company or application URL "https://app.marginedge.com”
- OAuth 2.0 redirect URI "https://app.marginedge.com/api/integration/XERO/callback”
- Agree to the Xero Developer Platform Terms & Conditions
- Click “Create app”
- Copy the “Client id” to a safe location
- Click "Generate a secret”
- Copy the “Client secret” to a safe location
- Setup > Integrations > Xero
- Enter the “Client Id” from step 9 above
- Enter the “Client Secret” from step 11 above
If you are connecting a different Xero organization to a different MarginEdge location, please repeat the same steps again to create a new web app.