Xero
Xero
Follow these steps to connect Xero to your CData Connect Cloud account:
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Open the Connections page of the CData Connect Cloud dashboard.
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Click + Add Connection in the upper-right corner.
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Type Xero into the search field, then click the data source name.
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On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
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Select the Authentication method, then proceed to the relevant section and follow those instructions.
OAuth
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Enter the OAuth Client Id in your app settings.
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Enter the OAuth Client Secret in your app settings.
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Select a Schema from the drop down list.
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(Optional) Set a Tenant Id to connect to. If left blank, the connection will use the first available tenant.
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Click Sign in to connect securely through OAuth. This action opens the Xero sign-in page in a new tab.
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Log into your Xero account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Xero Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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PKCE
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Select a Schema from the drop down list.
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(Optional) Set a Tenant Id to connect to. If left blank, the connection will use the first available tenant.
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Click Sign in to connect securely through OAuth. This action opens the Xero sign-in page in a new tab.
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Log into your Xero account and provide the requested permissions (if applicable).
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At the top of the CData Connect Cloud Add Xero Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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More Information
For more information about interactions between CData Connect Cloud and Xero, see this information page.