Xero

Follow the below steps to connect to the Xero API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Xero as the Integration Provider.

Step 2. Connect to the Xero API

1. Go to Xero Developer Portal and login to your account.
2. Navigate to My Apps.
3. Click the New App button.
4. Select Web App.
5. In the Redirect URI field, enter the value from the Redirect URI field in Formie.
6. Navigate to Configuration.
7. Click the Generate a Secret button.
8. Copy the Client ID from Xero and paste in the Client ID field in Formie.
9. Copy the Client Secret from Xero and paste in the Client Secret field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.
3. You‘ll be redirected to Xero, where you must approve Formie to access your Xero account.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.