Xero Access Setup:
The following steps create the access keys to allow Salesforce to integrate with Xero. The user account that you use for this process will need to have Xero administrator access.
Step 1: Log in to the Xero Developer site - https://developer.xero.com/myapps/ (Use the same user credentials as logging in to Xero https://login.xero.com/)
Step 2: Click My Apps Tab, then “New app” button
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Generate a Client Secret , copy and record it also. This information will be entered in Salesforce in the next set of instructions. Click “Save”
Step 4: From the MyApps, click WebHooks
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In the “Notify this app about Changes to”, Select both Contacts and Invoices
In “Send notifications to”, the value is the same as the OAuth redirect URI
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Click ‘Save’ which will generate a Webhook key. Copy this value since it will be entered in Salesforce later on.
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Switch back to Salesforce and navigate to the App launcher, search “Xero Integration by Carnac”, click the “Setup” Tab.
In the page, start at the “Connect to Xero” and enter the previously copied values for “Client Id”, “Client Secret” and “Webhook Key” generated from the Xero MyApp website.
Click Save OAuth Settings
Click Connect to Xero. Once connected leave the mapping screen as is. We will review in the next step.
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Switch back to the Xero My App Site, where you can test the connectivity to Salesforce by Clicking the “Send Intent to receive” button. Assuming all settings have been entered correctly, Xero will update the status to “OK”.
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Next Step:
Step 5 - Connect Salesforce to Xero