How to Set up Xero for Teamleaf

In this tutorial you will learn how to set up an app on Xero, and connect it with Teamleaf

Connections & Integrations

Finance

Invoicing

Quoting

Setup

Go to Xero for Developers and Sign In

To start, go to https://developer.xero.com/app/manage then enter your email and password to sign in. Then, click 'Log in'

Click 'Create New App'

In the middle of your screen you'll have an option to create a new app, click 'New App'.

Enter App Name

On the popup that then appears, enter 'Teamleaf' in the App Name field.

Select Web App

By default, the 'Web App' option should be selected, if it isn't, click 'Web App'.

Enter Company or Application URL

Next in the 'Company or Application URL' field, enter https://companyid.teamleaf.uk, the 'companyid' part of this should be whichever word goes at the start of the .teamleaf.uk site you usually log into.

Enter OAuth 2.0 Redirect URL

Next, in the OAuth 2.0 Redirect URL field, enter https://companyid.teamleaf.uk/connections/setup/callback

Agree to Terms & Conditions then Create App

Next, tick to agree to the Terms & Conditions, then click the 'Create App' button in the bottom right of the popup

Go to Configuration

After creating app you'll be taken to the 'App Details' page. On the left side of the page, go to 'Configuration'

Copy Client ID

Next, on the configuration page click 'Copy' next to the Client ID and paste this into a new email.

Generate a Secret

Next, click the Generate a Secret button. Copy this, and paste it into the same email as the Client ID. These should be emailed to support@teamleaf.co.uk

Click Save

Next, in the top right of the page, click the 'Save' button.

Go to 'Webhooks'

On the left side of the page, go to 'Webhooks'

Check 'Contacts'

Next, click the 'Contacts' checkbox to enable it

Enter Delivery URL

Next in the Delivery URL field, enter https://companyid.teamleaf.uk/api/v2/connections/webhook

Click 'Send Intent to Receive'

Next, click 'Send Intent to Receive' below the Delivery URL

Click 'Save'

In the top right of the page, click 'Save'

Go to Connections page

Next, go to https://companyid.teamleaf.uk/connections. Find Xero, and click 'Connect'

Allow Access

On the new page that appears, click 'Allow Access' and ensure you have selected the right organisation (if you have multiple)

Xero Connected

Your Xero should now appear as connected - if it isn't showing as connected yet, return to the Xero developer page, go to App Details, then Webhooks, and ensure 'Send Intent to Receive' has been enabled.

Related Courses

A tutorial answers one question. A course walks the whole subject in order, with a quiz at the end and sometimes a qualification with it.

How to Set up Xero for Teamleaf

How to Set up Xero for Teamleaf

Step-by-Step Guide

Go to Xero for Developers and Sign In

Click 'Create New App'

Enter App Name

Select Web App

Enter Company or Application URL

Enter OAuth 2.0 Redirect URL

Agree to Terms & Conditions then Create App

Go to Configuration

Copy Client ID

Generate a Secret

Click Save

Go to 'Webhooks'

Check 'Contacts'

Enter Delivery URL

Click 'Send Intent to Receive'

Click 'Save'

Go to Connections page

Allow Access

Xero Connected

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Related Tutorials

Adding a Company

Adding a Credit Note

Adding a Venue

Adding and Updating Rates

Approving a Company

Creating a Form Structure

Creating a New Product

Creating a Quote

Creating a Report Layout

Creating an Invoice

Customising the Scheduler

Customising the Task Table

Install and Setup the Teamleaf App

Set a Passcode on the Teamleaf App

Setting up the Scheduler