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Configuration

To set up the Xero source, provide the following configuration parameters:

KeyDescriptionSample ValueRequired
access_tokenOAuth access token used to authenticate API requests.abcdefg✅
id_tokenToken containing user identity details (if OpenID Connect scopes are requested).abcdefg✅
start_dateThe start date for syncing data. Format: YYYY-MM-DDTHH:MM:SSZ.2021-01-01T00:00:00Z✅
client_idClient ID issued when you create your Xero app.abcdefg✅
client_secretClient secret generated when you create your Xero app.abcdefg✅
tenant_idTenant ID associated with your Xero organization.abcdefg✅
refresh_tokenRefresh token used to renew the access token after expiration (requires offline_access scope).abcdefg✅

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How to Generate Credentials

Follow Xero’s OAuth 2.0 Authentication Flow guide to generate the required credentials:

  1. Register a new Xero app to get your client_id and client_secret.
  2. Set up the OAuth scopes your app requires.
  3. Complete the OAuth 2.0 authorization flow to obtain your access_token, refresh_token, id_token, and tenant_id.

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Additional Notes

  • The start_date determines how far back data will be synced.
  • Ensure that the offline_access scope is enabled to receive a refresh_token.
  • Tokens expire after a set period; use the refresh_token to obtain new access_token and id_token values automatically.