Adding the Xero app on Canvas

To add Xero as an application in Canvas, you must have at least one "custom connection" available in your Xero account. Log into https://apps.xero.com/ to purchase one if you do not have one. Please note! Xero charges a monthly cost for custom connections. Please refer to the latest Xero pricing information for more details.

To create a custom connection and add Xero as an app in Canvas, please perform the following steps. You must be the admin user in your Xero account.

1. Log into https://developer.xero.com/app/manage with your Xero account.
2. Click "New app".
3. Select "Custom Connection" and enter "https://www.connectmyapps.com" as the application URL.
4. Under "Scopes" select all scopes. This is required as the Canvas platform does not know in advance which scopes will be used in your workflows.
5. Select yourself as "authorizing user".
6. Click "Connect", Xero will send you a confirmation email.
7. Go to your email and click the link in the Xero confirmation email.
8. In the next screen, select the organization you wish to grant custom connection access to.
9. Return to your app registration at https://developer.xero.com/app/manage. Click on "Configuration".
10. Copy the "Client ID" and then generate and copy a "Secret". Important! You must copy both id and secret now as they will not be displayed again. failure to do so will mean you must repeat all steps again.
11. Return to Canvas, go to "Applications" and click "Add new appliction".
12. Search for Xero, click "Add".
13. Enter the id and secret from step 10 and click "Save and Authenticate".
14. You should see a "success" message and Xero will now be available in your list of registered applications.