Connect Xero

⚠ Custom Connections only work for organisations based in AU, NZ, UK, or US. If your Xero org is registered elsewhere, message us instead — we’ll set this up together another way.

1. Go to developer.xero.com/app/manage → New app → Custom Connection (this is a premium Xero feature — your Xero plan needs to support it).
2. Select the scopes we need (click to select from the list — we’ll confirm the exact list with you), then click Create Connection.
3. Xero emails the authorising user (you, or whoever owns the Xero org) a link — open it and approve the connection.
4. Back on the app page, copy the Client ID and Client Secret.
5. Your Organisation (Tenant) ID is shown on the same page once the connection is approved.

Custom Connections use client-credentials — no login flow to maintain, no refresh token to expire. Just the client ID and secret to request a fresh access token whenever we need one.