Xero Migration Guide

Upgrading to 2.0.0

You can now choose your preferred xero authentication method. You can choose between client_credentials and bearer_token authentication methods.

For the bearer strategy, please visit the pkce-flow documentation for more detailed information about how to get access token. For the client_credentials strategy, please visit the client-credentials-flow documentation for more detailed information about how to set the authentication flow.

Using postman to get access token

• Move to Authorization tab of an empty http request and selected Oauth 2.0
• Set use token type as access token
• Set header prefix as Bearer
• Set grant type as Authorization code
• Check Authorize using browser
• Set Auth URL as https://login.xero.com/identity/connect/authorize
• Set Access token URL as https://identity.xero.com/connect/token
• Set Client ID, Client secret, Scope defined as your Xero settings
• Set state as any number Eg: 123
• Set Client Authentication as Send as Basic Auth Header Click Get New Access Token for retrieving access token

Then authorize your source with the required information.

1. Go to set up The Source page.
2. Enter your Xero application's access token or Client ID and Client Secret.
3. Click Reset saved source button.

Upgrading to 1.0.0

The authentication schema is now using access_token instead of Oauth 2.0. Visit the Xero documentation - https://developer.xero.com/documentation/guides/oauth2/pkce-flow for more detailed information about how to get access token. Optionally, you may get your access_token via Postman:

• Move to Authorization tab of an empty http request and selected Oauth 2.0
• Set use token type as access token
• Set header prefix as Bearer
• Set grant type as Authorization code
• Check Authorize using browser
• Set Auth URL as https://login.xero.com/identity/connect/authorize
• Set Access token URL as https://identity.xero.com/connect/token
• Set Client ID, Client secret, Scope defined as your Xero settings
• Set state as any number Eg: 123
• Set Client Authentication as Send as Basic Auth Header Click Get New Access Token for retrieving access token

Then authorize your source with access_token.

1. Go to set up The Source page.
2. Enter your Xero application's access token.
3. Click Reset saved source button.

As Xero API now only supports date-precision, instead of second precision filtering through If-Modified-Since header, reads are now streamlined to incremental through client side.