User self-service Xero integration

Need help
1

Hi, does anyone know if there is a plugin available to enable each of my users to connect to their own Xero account (which I don’t have access to) and read/sync with their accounting transactions? Or has anyone successfully built this themselves?

Thank you!

2

Hi Debbie, for individual users connecting to their own Xero accounts you can do this with the API connector - no plugin required. A lot of information here Xero - Knowcode Plugin and you can see on this example app how to set up the API connector Xero Integration | Bubble Editor

You only need a plugin if you want to use a single Zero account and have multiple users effectively accessing the same Zero account . Explained in the links above.

3

Many thanks Lindsay!

What I would specifically like to do is have each user login to their own instance of Xero, and then have an API to read their accounting transactions and pull them into a table in Bubble. So there would ultimately be multiple users’ accounting transactions, each from their own instance of Xero, in a single table but stamped with the user name. Do you have any information on how I can do that?

Best regards

Debbie

4

Just typical Bubble stuff. :slight_smile:

  • setup Xero oauth (copy the way I do it from my plugin page)
  • explained in the manual here Authentication | Bubble Docs - but just copy what I do
  • then read about Xero Oauth and how that works - and how to get a Xero Application setup OAuth 2.0 — Xero Developer (also videos on my plugin page)
  • It’s a bit technical but you will need to get your head around Xero concepts like tenants and scopes - and then call the approriate Xero API which is all here Accounting API Overview — Xero Developer
  • and understand Bubble Privacy Rules as you will be storing secret data!

Sorry - no magic short cut!

5

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