Set up a Xero connector

Capabilities
Gather Xero credentials
Create a Xero web app and generate credentials
Configure the Xero connector

Capabilities

Resource	Sync	Provision
Accounts
Organizations
Roles

Gather Xero credentials

Configuring the connector requires you to pass in credentials generated in Xero. Gather these credentials before you move on.

A user with the ability to create a Xero app for your organization must perform this task.

Create a Xero web app and generate credentials

Log into developer.xero.com and click New app.

In the Add a new app form, give the app a name, such as “C1” and select Web app.

Enter https://developer.xero.com in the Company or application URL field.

Enter https://localhost:8080 in the Redirect URI field.

Click Create app.

The new app opens. In the navigation panel on the left, click Configuration.

Carefully copy and save the app’s Client ID.

Click Generate a secret.

Carefully copy and save the Client secret.

That’s it! Next, move on to the connector configuration instructions.

Configure the Xero connector

To complete this task, you’ll need:

The Connector Administrator or Super Administrator role in C1
Access to the set of Xero credentials generated by following the instructions above

Cloud-hosted
Self-hosted

Follow these instructions to use a built-in, no-code connector hosted by C1.Due to limitations in Xero’s regional availability for custom integration development, C1 cannot provide a cloud-hosted Xero connector.

Follow these instructions to host and run the Xero connector in your own environment.When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with C1, automatically syncing and uploading data at regular intervals. This data is immediately available in the C1 UI for access reviews and access requests.

Resources

GitHub repository: Access the source code, report issues, or contribute to the project.

Step 1: Set up a new Xero connector

In C1, navigate to Integrations > Connectors > Add connector.

Search for Baton and click Add.

Choose how to set up the new Xero connector:

Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with C1)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app

Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of C1 users. Setting multiple owners is allowed.If you choose someone else, C1 will notify the new connector owner by email that their help is needed to complete the setup process.

Click Next.

In the Settings area of the page, click Edit.

Click Rotate to generate a new Client ID and Secret.Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your Xero connector deployment:

Secrets configuration

# baton-xero-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-xero-secrets
type: Opaque
stringData:
  # C1 credentials
  BATON_CLIENT_ID: <C1 client ID>
  BATON_CLIENT_SECRET: <C1 client secret>
  
  # Xero credentials
  BATON_XERO_CLIENT_ID: <Xero app client ID>
  BATON_XERO_CLIENT_SECRET: <Xero app client secret>

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-xero.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-xero
  labels:
    app: baton-xero
spec:
  selector:
    matchLabels:
      app: baton-xero
  template:
    metadata:
      labels:
        app: baton-xero
        baton: true
        baton-app: xero
    spec:
      containers:
      - name: baton-xero
        image: ghcr.io/conductorone/baton-xero:latest
        imagePullPolicy: IfNotPresent
        env:
        - name: BATON_HOST_ID
          value: baton-xero
        envFrom:
        - secretRef:
            name: baton-xero-secrets

Step 3: Deploy the connector

Create a namespace in which to run C1 connectors (if desired), then apply the secret config and deployment config files.

Check that the connector data uploaded correctly. In C1, click Apps. On the Managed apps tab, locate and click the name of the application you added the Xero connector to. Xero data should be found on the Entitlements and Accounts tabs.

That’s it! Your Xero connector is now pulling access data into C1.

Set up a Workday Accounts connector

Set up YouTrack connector

⌘I

Welcome

Manage connectors

Deploy connectors

Upload connector data

Configurable connectors

Pre-built connectors

Set up a Xero connector

Capabilities

Gather Xero credentials

Create a Xero web app and generate credentials

Configure the Xero connector

Resources

Step 1: Set up a new Xero connector

Step 2: Create Kubernetes configuration files

Secrets configuration

Deployment configuration

Step 3: Deploy the connector

Welcome

Manage connectors

Deploy connectors

Upload connector data

Configurable connectors

Pre-built connectors

​Capabilities

​Gather Xero credentials

​Create a Xero web app and generate credentials

​Configure the Xero connector

​Resources

​Step 1: Set up a new Xero connector

​Step 2: Create Kubernetes configuration files

​Secrets configuration

​Deployment configuration

​Step 3: Deploy the connector

Capabilities

Gather Xero credentials

Create a Xero web app and generate credentials

Configure the Xero connector

Resources

Step 1: Set up a new Xero connector

Step 2: Create Kubernetes configuration files

Secrets configuration

Deployment configuration

Step 3: Deploy the connector