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Difference between revisions of "Connecting ODBClink to Xero using a private certificate"
Connecting ODBClink to Xero using a private certificate (view source)
Revision as of 18:50, 12 June 2017
, 18:50, 12 June 2017no edit summary
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# Select '''Connect to Xero using your own private certificate''' as the '''Connection Type'''; | # Select '''Connect to Xero using your own private certificate''' as the '''Connection Type'''; | ||
# Click the '''Setup''' button which will launch your web browser; | # Click the '''Setup''' button which will launch your web browser; | ||
# In your web browser, login to the XERO website; | |||
# If this is not your first private application, click '''Add Application'''; | |||
# Select '''Private''' as the type of application to creare; | |||
# Enter a unique application name. We recommend including the organisation or company name; | |||
# Select the organisation; | |||
# 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'''; | ||
# | # Copy the values for '''Consumer Key''' and '''Consumer Secret''', return to '''ODBClink''' and paste the values in the relevant fields; | ||
# Open the '''Private Key PEM''' file generated when you created your organisation certificiate, copy the contents and paste in the '''Private Key''' field; | |||
# | # Click the '''Test''' button to ensure the connection is created correctly; | ||
# Click '''Refresh Lists''' | # If using '''Jobs''' or '''Categories''', click '''Refresh Lists'''; | ||
# Select tracking category used for '''Jobs''' (if required); | # Select tracking category used for '''Jobs''' (if required); | ||
# Select tracking category used for '''Categories''' (if required); | # Select tracking category used for '''Categories''' (if required); | ||
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# Click '''Close''' to close the Manage Data Files dialogue; | # Click '''Close''' to close the Manage Data Files dialogue; | ||
# Run your first [[Get Data]]. | # Run your first [[Get Data]]. | ||
== | == | ||