--- title: "Connect your app to Xero" description: "Connect your app to Xero, a cloud accounting platform, to work with contacts, invoices, bills, payments, bank transactions, and financial reports." image: "https://help.rshift.com/og.svg" --- > Documentation Index > Fetch the complete documentation index at: https://help.rshift.com/llms.txt > Use this file to discover all available pages before exploring further. # Connect your app to Xero export const connector_0 = "Xero" [Xero](https://www.xero.com/) is a cloud accounting platform for managing contacts, invoices, bills, payments, and bookkeeping workflows. The Xero connector lets your RShift Sites app work with the accounting data in your Xero organization through a Xero app you register. It's designed for finance dashboards, invoicing workflows, and internal operations tools built on Xero data. Xero is available as an [app + chat connector](/sites/integrations/app-connectors/): one shared connection that works in the project chat while you build and in your published apps. With Xero, your app can: * Read and manage contacts, including customers and suppliers * Create, update, and read sales invoices and bills * Record and read payments and bank transactions * Read organization settings, currencies, and tax rates * Read financial reports such as profit and loss, balance sheet, and aged receivables and payables A connection reaches the Xero organization you choose during authorization, and RShift Sites looks up its ID for you. It's a good fit for receivables dashboards, billing portals, expense trackers, and reporting apps that need live accounting data. ## Common use cases and example apps These examples show what you can build with Xero, each with a prompt to start from. | Example app | Example prompt | Description | | :----------------------------- | :----------------------------------------------------------------------------------------------------------------- | :---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Receivables dashboard** | *Use Xero and build a dashboard that shows open invoices, overdue balances, and aged receivables by customer.* | **Track outstanding revenue from Xero in one place.**
The app reads invoices, payments, and the aged receivables report, then highlights the customers that need follow-up. | | **Invoice creation workflow** | *Use Xero and build a form that creates a draft sales invoice in Xero from an approved internal request.* | **Turn internal approvals into Xero invoices.**
The app collects request details, looks up the right contact, and creates the invoice in the connected Xero organization. | | **Supplier bill tracker** | *Use Xero and build a bill tracker that lists upcoming and overdue bills grouped by supplier.* | **Give finance teams a focused view of payables.**
The app reads bills and payments from Xero and shows what is due, what is paid, and what is overdue. | | **Cash flow monitor** | *Use Xero and build an app that shows recent bank transactions and compares money in against money out per month.* | **Watch cash movement without opening Xero.**
The app reads bank transactions and payments, then charts inflows and outflows over time. | | **Financial reporting portal** | *Use Xero and build a portal that shows the latest profit and loss and balance sheet reports to stakeholders.* | **Share key financial reports in a read-only view.**
The app fetches the profit and loss and balance sheet reports from Xero and renders them for people who don't have Xero access. | | **Customer account tool** | *Use Xero and build a tool where staff can search customers and view their contact details and invoice history.* | **Make Xero customer data easy to look up.**
The app reads contacts and their invoices from Xero and gives support and sales teams a quick account overview. | ## How to connect Xero Who can create Xero connections depends on your plan and workspace settings. App + chat connectors are available by default on Free, Pro, and Business plans. On Enterprise plans, they are effectively disabled at first: [Who can create connections and clients](/sites/integrations/admin-controls/#who-can-create-connections-and-clients) defaults to **No one** until an admin changes it in **Connectors → Admin settings → App + chat connectors**. You can create multiple Xero connections using different Xero apps or accounts, which is useful for separating environments or managing multiple businesses. When the connection is created, you can [link it to the projects](/sites/integrations/app-connectors/#link-a-connection-to-a-project) where you want to use it. Anyone building in a project can ask RShift Sites in the project chat to link their project to it. ### Prerequisites Before connecting Xero, make sure you have: * A Xero account with access to the organization you want to connect * A Xero app with a client ID and client secret (you create this in Step 1) * Permission to **create connections** in your RShift Sites workspace (see [Who can create connections and clients](/sites/integrations/admin-controls/#who-can-create-connections-and-clients)) > **Note** > > All API requests made through this connector run through your own Xero app and count toward Xero's rate limits. Billing and quota are handled directly by Xero, not RShift Sites. ### Step 1: Create a Xero app The connector authenticates through your own Xero app, so you need a client ID and client secret before connecting. To create a Xero app: **Open the Xero developer portal** Sign in to [My Apps](https://developer.xero.com/app/manage) with your Xero account. **Create a new app** Click **New app**, name it (for example, `RShift Sites integration`), and choose **Web app** as the integration type. **Set the redirect URI** In the app's OAuth 2.0 configuration, set the redirect URI to exactly: ```text https://api.lovable.dev/workspaces/connectors/standard/oauth/callback ``` The connection form in RShift Sites shows the same value in a **Redirect URI** card with a copy button. If the redirect URI doesn't match exactly, Xero fails the authorization with an "Invalid redirect\_uri" error. **Enable the scopes your connection needs** On the app's **Configuration** page, enable every scope you plan to select in RShift Sites. Xero apps created after March 2026 support only granular scopes, and Xero rejects the entire authorization if RShift Sites requests a scope that isn't enabled on the app. **Copy the credentials** On the **Configuration** page, copy the **Client id** (a 32-character code) and generate a **Client secret**. Copy both and store them securely. You'll need them in the next step. > **Danger** > > Your client secret functions like a password. Keep it secure and never share it publicly. See Xero documentation for more: [Xero OAuth 2.0 guide](https://developer.xero.com/documentation/guides/oauth2/overview/). ### Step 2: Connect Xero to RShift Sites You can create multiple connections using different Xero apps. **Open Xero in Connectors** Open [**Connectors**](https://lovable.dev/dashboard?connectors) and select **Xero**. For the other places to open the catalog from, see [Where to find connectors](/sites/integrations/introduction/#where-to-find-connectors). **Add a connection** Click **Add connection**. **Configure the connection** 1. **Display name**: name the connection, for example `Xero Prod`. This name is only used inside RShift Sites to identify the connection. 2. **Client ID**: paste the client ID from your Xero app. 3. **Client Secret**: paste the client secret you generated. **Review scopes (optional)** Under **Scopes**, review the permissions the connection requests. **Refresh access**, **Organisation settings**, **Contacts**, and **Invoices & bills** are always included. Payments, bank transactions, and the profit and loss, balance sheet, and aged reports are selected by default. | Scope | Description | Default | | --------------------------------------------------------------------- | -------------------------------------------------------------------------- | -------- | | Refresh access (`offline_access`) | Keep the Xero connection working without asking you to reconnect | Required | | Organisation settings (`accounting.settings`) | Read organisation settings, currencies, tracking categories, and tax rates | Required | | Contacts (`accounting.contacts`) | Read and manage customers and suppliers | Required | | Invoices & bills (`accounting.invoices`) | Read and manage sales invoices and bills | Required | | Payments (`accounting.payments`) | Read and manage payments applied to invoices and bills | On | | Bank transactions (`accounting.banktransactions`) | Read and manage bank transactions | On | | Manual journals (`accounting.manualjournals`) | Read and manage manual journals | Off | | Attachments (`accounting.attachments`) | Read and manage attachments on invoices, bills, and other documents | Off | | Profit and loss report (`accounting.reports.profitandloss.read`) | Read the profit and loss report | On | | Balance sheet report (`accounting.reports.balancesheet.read`) | Read the balance sheet report | On | | Aged receivables & payables reports (`accounting.reports.aged.read`) | Read aged receivables and aged payables reports | On | | Executive summary report (`accounting.reports.executivesummary.read`) | Read the executive summary report | Off | | Bank summary report (`accounting.reports.banksummary.read`) | Read the bank summary report | Off | | Trial balance report (`accounting.reports.trialbalance.read`) | Read the trial balance report | Off | | Budget summary report (`accounting.reports.budgetsummary.read`) | Read the budget summary report | Off | | Budgets (`accounting.budgets.read`) | Read budgets and budget lines | Off | > **Danger** > > Every scope you select here must also be enabled on your Xero app's **Configuration** page. If a selected scope isn't enabled on the app, Xero rejects the authorization with a "Requested wrong apps scopes" error. For full scope documentation, see [Xero's scope reference](https://developer.xero.com/documentation/guides/oauth2/scopes/). **Choose who can use this connection** Under **Sharing**, the connection is private to you by default and shows a **Private** label. To share it, click **Share with others**. Then add workspace members by email, or click **Invite entire workspace** to make the connection available to everyone in your RShift Sites workspace. See [Who can use connections and clients](/sites/integrations/admin-controls/#who-can-use-connections-and-clients) for more information. **Connect to Xero and authorize** Click **Connect**. The Xero authorization window opens, so make sure your browser doesn't block pop-ups. If it does, RShift Sites redirects you instead. Sign in to Xero if prompted, choose the organization you want to grant access to, and authorize the app. You'll be redirected back to RShift Sites with a confirmation. When connected, anyone building in a project can ask RShift Sites in the project chat to link their project to Xero (based on configured connection-level access). Your RShift Sites apps can then work with Xero contacts, invoices, bills, payments, bank transactions, and financial reports. ## Limitations The Xero connector cannot: * Use Xero's umbrella scopes such as `accounting.transactions` or `accounting.reports.read`. Select the granular scopes instead. * Support per-end-user Xero login. Each connection represents a single Xero account shared across all projects linked to it. If Xero authorization is revoked from the Xero side, reconnect the connection in RShift Sites before API calls can succeed again. ## Troubleshooting If connecting to Xero fails, the sections below cover the most common errors and how to resolve them. **Xero shows "Invalid redirect_uri" during authorization** The redirect URI on your Xero app doesn't exactly match the one RShift Sites uses. Open [My Apps](https://developer.xero.com/app/manage), select your app, and set the redirect URI to exactly `https://api.lovable.dev/workspaces/connectors/standard/oauth/callback`, then try connecting again. **Xero shows "Requested wrong apps scopes" during authorization** A scope selected on your RShift Sites connection isn't enabled on your Xero app. Either enable the missing scope on the app's **Configuration** page in [My Apps](https://developer.xero.com/app/manage), or deselect it under **Scopes** in RShift Sites, then try connecting again. ## Manage your {connector_0} connection Connections are managed from [**Connectors**](https://lovable.dev/dashboard?connectors): select **{connector_0}**, then open the connection. * **Unlink projects** to remove {connector_0} access from specific projects while keeping the connection available for others. See [Unlink projects from a connection](/sites/integrations/app-connectors/#unlink-projects-from-a-connection) for the steps. * **Delete the connection** to remove it from the workspace entirely. Deleting is permanent. It removes the credentials from all linked projects, and app features that use {connector_0} stop working until a new connection is added. See [Delete a connection](/sites/integrations/app-connectors/#delete-a-connection) for the steps and who can delete. ## Related topics - [Connect your app to Workday](/sites/integrations/workday/) - [Connect your app to Notion](/sites/integrations/notion/) - [Connect your app to Granola](/sites/integrations/granola/) - [Connect your app to Slack](/sites/integrations/slack/) - [Connect your app to Inngest](/sites/integrations/inngest/) Source: https://help.rshift.com/sites/integrations/xero/index.mdx