Custom Connection | Xero | Overview

Custom Connection Xero and SpyderFlow

• SpyderFlow Administrator turns on Xero integration in SpyderFlow.
• Xero Administrator and SpyderFlow work together to pass information from Xero to SpyderFlow for Webhook, Client ID and Secret key.

 Xero Checklist

• Purchase of Custom Connection Subscription, then add New App.
• Add Accounting Scopes to New App.
• Authorise and Accept by email and MFA.
• Allow access to SpyderFlow, Generate Xero Client ID and Secret key.
• Find and pass on: Xero Client ID and Secret key
• Enter Webhook URL from SpyderFlow to Xero.
• Find relevant Tax Codes to pass to SpyderFlow Administrator.

SpyderFlow Checklist

• Create New Integration Module with Xero see link System Interface | Integration Modules | Create New
• Receive and input Xero Client ID, Secret Key, Accounting Scopes, Tax Codes
• Copy and pass Webhook URL to Xero Admin.
• Check the connection is successful (between Xero and SpyderFlow for both directions)

Related steps

1. Xero admin –> Purchase Custom Connection Subscription.
2. Xero Admin –> Create/Add a new app in Xero.
3. Xero Admin –> Scope Authorisation: Select Accounting Scopes.
4. Xero Admin –> Send Authorisation Email
5. Xero Admin –> Accept Authorisation email
6. Xero Admin –> Get code from Authenticator App (Xero MFA) to continue.
7. Xero Admin –> Allow SpyderFlow Access from Xero
8. Xero Admin –> Generate a Secret and Client ID inside Xero.
9. Xero Admin –> Copy and Pass on the Secret and Client ID to your company SpyderFlow Administrator.
10. SpyderFlow Administrator –>  Sets up New Integration Module Xero and copy Webhook URL to pass to Xero Admin.
11. Xero Admin–>  Enters the Webhook URL into Xero to connect to SpyderFlow.
12. SpyderFlow Administrator –> Check in SpyderFlow the connection is successful to Xero.
13. Xero Admin –> Give relevant Tax codes from Xero Admin.
14. SpyderFlow Administrator –> Add Tax Codes to SpyderFlow.