Accounting & HR
Set up Xero (accounting)
Connect Xero to make the organisation's accounting searchable — contacts, invoices, credit notes, payments, bank transactions and the chart of accounts become situated facts with exact rollups, so “who owes us what” answers from the books. Read-only — nothing is ever written back.
- Documents → Xero, click Connect and sign in to the organisation — or use your own Xero app with the fields below.
- If the sign-in spans several organisations, set the tenant id under Advanced (blank picks the first).
- Choose access groups, Test, then Sync.
Accounting is sensitive — put this source behind a finance access group unless the numbers are meant to be company-wide.
Your own Xero app (no Connect button)
At developer.xero.com create a Web app, copy its Client ID and secret into the source, and mint a refresh token once with the offline_access + accounting read scopes (any OAuth helper works for the one-time mint). Xero replaces the refresh token on EVERY renewal and the source stores the fresh one automatically — never share one refresh token between two systems: whichever renews first invalidates the other.
Last updated 29 Aug 2026