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• Creating and Managing Integration Credentials

Creating Xero Integration Credentials

This topic explains how to create Integration Credentials which you can then use to connect your native Xero Integration Configurations with your Xero system. See Configuring Xero Integrations.

To create Xero integration Credentials:

1. Select Integrations:

2. In the Integrations section, select Credentials:

The Credentials page opens in Grid view and any existing Credentials are shown for each external system.

3. Select Configure new credentials. The Create page opens at Stage 1: Select a destination and a name.

4. Enter Credential details:

• Destination. Use the drop-down list to select Xero.

• Name. Descriptive name for the Credential.

5. Select Next. The page adjusts to show Stage 1 as checked-off and completed and shifts focus to Stage 2: Configure and create.

6. Under Xero Connection, an information panel shows advising that you'll need to provide authentication details on the Xero website.

7. Select Go to Xero. You are redirected to the Log in to Xero page:

8. Log into your Xero Account.

9. Grant access to your Xero organisation for the m3ter integration Credential:

• If you have multiple Xero organisations set up, select the one you want the m3ter integration Credential to access and then select Continue:

• If you have a single Xero organisation set up, select Allow access for the m3ter integration Credential:

You are redirected back to m3ter.

10. Select Create credential. You are returned to the Credentials page Grid view where the Credential is listed on the Xero card:

• The Credential is now available for connecting your Integration Configuration with Xero. See Configuring Xero Integrations>Setting Up Authentication for the Integration.

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