How to Integrate with Xero

In this article, we'll guide you through the process of integrating your Pabau account with Xero, allowing for the automatic synchronization of invoices. This includes any changes made to those invoices, as well as payments. This integration simplifies your financial workflows, ensuring accurate and up-to-date records in both systems.

Follow these steps to establish the Xero integration:

Step 1: Create a New Xero Application

Log in to your Xero account and access the "My Apps" section of the Xero Developer page.  

Step 2: Create a New Xero App

Click on the "New App" button to initiate the creation of a new Xero application. Ignore any previously related apps to Pabau CRM, or delete them if necessary.

Fill out the form with the following details:

• App Name: Enter a name for your app (e.g., Pabau CRM).
• Integration Type: Choose "Web app."
• Company or Application URL: https://app.pabau.com/
• Redirect URI: https://app.pabau.com/setup/app-marketplace/xero
  
  

After completing the form, click "Create App."

Step 3: Access App Details

You will be redirected to the newly created App details page. Navigate to the "Configuration" tab on the left to find your automatically generated Client ID. Click on "Generate a secret" to create a secret key for the app.

Step 4: Retrieve Client ID and Secret Key

Log into your Pabau account and go to Setup by clicking on the "Setup" button from the left sidebar menu. Select "App Marketplace" in the Developer & Other section and then choose "Xero" from the list of integrations.

Paste the Client ID and Client Secret key generated in Xero into the integration form in Pabau CRM, then click "Generate sync link" to proceed.

Step 5: Grant Permissions

You will be prompted to grant permissions to Pabau. Review the permissions required and click "Allow access."

You will be redirected back to your Xero Integration dashboard in Pabau CRM.

Step 6: Confirmation

Congratulations! You have successfully synced your Xero account with your Pabau account. You can now enjoy the benefits of automated invoice management and payment tracking between Pabau and Xero.

By following these steps, you've established a set-and-forget process, ensuring ongoing synchronization and efficiency in managing your financial data across platforms. 

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