Creating a private application in Xero
Overview
BudgetLink provides the ability to access your Xero data using your own private application. This approach, while technical to configure, bypasses the need to select the data file and obtain a verification code during each Get Data.
Requirements
Prior to creating a private application, you will need to create your own X509 Certificate. See Creating an X509 certificate using OpenSSL for more information.
How to create a private application in Xero
To create a private application in Xero, follow these steps.
- Open your web browser;
- Navigate to https://api.xero.com/Application and login to Xero;
- If this is not your first private application, click the Add Application button;
- Select Private as the type of application to create;
- Enter a unique Application Name;
- We recommend including the organisation or company name.
- Select the organisation from the dropdown;
- Tick the Upload X509 certificate file (.cer);
- Click the Choose File button and browse for your X509 Certificate;
- Tick the Enable Payroll API for this organisation if you need payroll data;
- Tick the I have read and agree to the Xero Developer Platform Terms;
- Click the Save button to save the private application settings;
- Click both Show buttons under OAuth Credentials;
- Make note of both the Consumer Key and Consumer Secret as you will need them later.