Xero

Follow these steps to connect Xero to your CData Connect Cloud account:

Open the Connections page of the CData Connect Cloud dashboard.
Click + Add Connection in the upper-right corner.
Type Xero into the search field, then click the data source name.
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
Select the Authentication method, then proceed to the relevant section and follow those instructions.

Enter the OAuth Client Id in your app settings.
Enter the OAuth Client Secret in your app settings.
Select a Schema from the drop down list.
(Optional) Set a Tenant Id to connect to. If left blank, the connection will use the first available tenant.
Click Sign in to connect securely through OAuth. This action opens the Xero sign-in page in a new tab.
Log into your Xero account and provide the requested permissions (if applicable).
At the top of the CData Connect Cloud Add Xero Connection page, click Save & Test.
- If the connection test succeeds, a message indicates that your connection has been created.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

Select a Schema from the drop down list.
(Optional) Set a Tenant Id to connect to. If left blank, the connection will use the first available tenant.
Click Sign in to connect securely through OAuth. This action opens the Xero sign-in page in a new tab.
Log into your Xero account and provide the requested permissions (if applicable).
At the top of the CData Connect Cloud Add Xero Connection page, click Save & Test.
- If the connection test succeeds, a message indicates that your connection has been created.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect Cloud and Xero, see this information page.