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Once complete, click Create App. 

Step 3: On the Configuration page (below App details), copy the Client Id and record it for later.

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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

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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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 Next Step:

Step 5 3 - Connect Salesforce to Xero

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