Setting Xero up as a private application allows you to upload to Xero without having to log in each time.
Summary
- EVOPOS will generate a self signed certificate that you will upload to Xero
- When you have uploaded the certificate, Xero will generate a 2 keys
- You will then enter those keys into EVOPOS
Guide
- Navigate to Settings\Integrations
- Select or create your Xero integration
- Click the Xero Settings button
- EVOPOS will open this guide along with the Xero Apps page
- EVOPOS will create a self signed certificate
- Log into Xero
- Click the New App button on the Xero Apps page
- Choose the Private Application type
- Give the App a name (EVOPOS)
- Select which organisation you want to sync with
- Choose to upload the certificate then select the certificate on your computer (C:\Evopos\Xero\evoXeroCert.cer)
- Agree to terms and enable Payroll API
- Click Create App
- Copy and paste the consumer key and secret into the fields provide in EVOPOS
2. Click OK to save