Xero Keys
Ceola Roefaro
ALTERYX EMPLOYEE's: If @bmillrine workflow is still attached, you may want to delete it for them. I don't know if the keys are sample data or not, but it makes me nervous seeing them in there
My client wants to build an website app that allows customers to link their Xero account to the website so that certain actions such as create/manage employees can be updated in the website and also pushed to the respective user's Xero account.
I've been through the basics of connection to the Xero API and had to create/install certificate and generate Xero keys etc to get both apps talking to each other. This is not a feasible approach for end users of the site trying to connect their Xero account as it requires sharing a key etc that is supposed to be secret.
Is there a way to create a connection using just some sort of Xero key - similar to linking Xero accounts? Or it the case that my client would need to become a Xero Partner and actually create an app that users can install from their Xero account?
To interact with multiple Xero accounts, you'll want to create a public app on This will allow you to send multiple users through the OAuth1.0a auth process, giving you an access token for each account that has authorised your app. You can then persist these tokens and match them to the account in your own web app.
Note that this will give you access to each Xero account for 30 minutes before the user will need to authorise your app again. For long-lasting access tokens, you'll need to register your interest via the link in this page to get information on how to complete this process.
We love shortcut keys in Xero! We have written about them in the past, but we have found some more we thought you might like to know about! These date shortcut keys are sure to save you some time during data entry.
Time is everything to small business owners. Being able to reduce the time spent on data entry means you have time for way more important business things or perhaps some more time for you. The same applies for employees. The less time spent doing data entry means the more time available to help the business grow.
Xero really has changed the time it takes to process transactions compared to the slow ways of manual entry we all used to have to do years ago. But most people don't know about the amazing shortcuts to speed up the process even further.
The new and improved search functionality in Xero is certainly a time saver. Without clicking any buttons you can quickly navigate to prepare an invoice, enter a bill, a quote, or a purchase order, even look up a contact, or go directly to all invoices, bills, quotes, purchase orders etc
This means way less clicks and a lot less time waiting to get from one page to the next. All you need to do is press / on your keyboard and your search bar opens up. If clicking is your thing you can also click the search icon on the top toolbar.
If you don't like to remember too many shortcut keys you will love the + icon in Xero. Straight from the top toolbar you can add a new invoice, bill, quote, purchase order or contact. Simply click the + button and select what you want to do.
In this instruction blog, we will describe how to create OAuth 2.0 API keys on your Xero account. These API keys are necessary in order to make API calls from ERPAG via Blockly scripts. The instructions show how the process itself currently looks. If in the meantime the design of the website we are describing changes, follow the steps described in the Xero documentation. In essence, regardless of possible website design changes, the principle remains identical and you will easily find your way and follow this instruction.
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