To setup your Xero app in Cobalt for OAuth, you will need the following credentials from your Xero Developer account:

  • Client ID
  • Client Secret
  • Scopes

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Pre-requisites

  1. Xero Developer account. You can create one here.

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Required Settings

  • Mandatory Scopes
  1. offline_access
  2. openid
  3. profile
  4. email
  5. accounting.transactions
If you haven’t already created an app in Xero, you’d need to create one.

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Creating an app in Xero

To create a Xero app and aquire the above mentioned credentials, please follow the steps mentioned below:

  1. Log in to your Xero Developer account.
  2. Under My Apps tab in the top nav bar, click on the New app button.
Navigation for App setup
  1. Go to your Apps catalog in Cobalt > Search for Xero > Settings > Use your credentials > Callback Url > Copy it.
  2. After clicking on New App in Xero, enter the App Name, select Integration type as Web app, provide a company URL, paste the Callback Url under Redirect URI and click on the Create app button.
  3. Navigate to Configuration in the side menu, copy the Client ID and get the Client Secret by clicking on Generate a secret.
Getting Credentials

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth2 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials.

Setting up application client credentials

Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials. However, if you wish to use your own application, select Use your own credentials. Provide the aquired Client Id and Client secret and save it.

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Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section.

For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.

OAuth Scopes

Once the scopes has been added to the application in Cobalt, the app will now request for access of the mentioned scopes.

If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Xero actions and triggers. Following are the set of Xero actions and triggers supported by Cobalt.

ConnectSetup