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Unfortunately, Codat doesn't meet all our requirements, so we will be needing to access Xero organisations via Xero APIs. I can see that if I use my Xero user credentials which are different to my xero-developer credentials , I can choose any of my own tenants.
Is there a way of using my xero-developer credentials to access all the tenants using my app, and not just those of one user? Using Codat, I can access all tenants, which suggests it can be done. Stack Overflow for Teams — Start collaborating and sharing organizational knowledge. Create a free Team Why Teams? Learn more about Teams. Asked 5 months ago.
Modified 5 months ago. Viewed times. Andrew Rands Andrew Rands 8 8 bronze badges. Be sure to persist the new state. OAuth2 tokens have a 30 minute expiry, but can be swapped for a new token at any time. Xero documentation on the OAuth2 process can be found here.
The procedure for creating and authenticating credentials is as follows with a Django example at the end :. Register your app with Xero, using a redirect URI which will be served by your app in order to complete the authorisation e. See step 3 for an example of what your app should do. Generate a Client Secret, then store it and the Client Id somewhere that your app can access them, such as a config file. If neccessary pass in a list of scopes to define the scopes required by your app.
For more details on scopes see Xero's documentation. Generate a Xero authorisation url which the user can visit to complete authorisation. Then store the state of the credentials object and redirect the user to the url in their browser. After authorization the user will be redirected from Xero to the callback URI provided in step 1, along with a querystring containing the authentication secret.
When your app processes this request, it should pass the full URI including querystring to verify :. A token will be fetched from Xero and saved as credentials. If the credentials object needs to be created again either dump the whole object using:. Now the credentials may be used to authorize a Xero session.
If the scopes supplied in Step 2 did not require access to organisations e. If the cache used is cleared on server restart, the token will be lost and verification will have to take place again.
This API is a work in progress. At present, there is no wrapper layer to help create real objects, it just returns dictionaries in the exact format provided by the Xero API. This will change into a more useful API before 1.
For example, to deal with contacts Complex filters can be constructed in the Django-way, for example retrieving invoices for a contact:. Be careful when dealing with large amounts of data, the Xero API will take an increasingly long time to respond, or an error will be returned. If a query might return more than results, you should make use of the page parameter Using a wrapper around Xero API is a really nice feature, but it's also interesting to understand what is exactly happening under the hood.
If you're going to run the PyXero test suite, in addition to the dependencies for PyXero, you need to add the following dependency to your environment:.
Mock isn't included in the formal dependencies because they aren't required for normal operation of PyXero. It's only required for testing purposes. Once you've installed these dependencies, you can run the test suite by running the following from the root directory of the project:.
If you find any problems with PyXero, you can log them on Github Issues. New features or bug fixes can be submitted via a pull request. Jun 29, When any event in Xero occurs such as creation of a new Bank Transaction, updating of an Expense Claim or creating a new Invoice then the Trigger would automatically kick-off the related connection to sync-up this data with your target application. An Action specifies how the data will be transferred at the destination location.
While configuring Xero as a target, you can select an Action from the list. Below is a snapshot of the drop-down menu that lists all the Actions. Just login with your PC, Mac or mobile. Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
Invite your team and work together on financials. You can collaborate over your up-to-date numbers. Xero has all you need to run your business — including invoicing, paying bills, sales tax returns, reporting and much more. Find out more or try Xero Accounting Software for free.
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