Connect to Xero

Access your Xero Credentials
Step 1:
Login to Xero to create your credentials at https://developer.xero.com/myapps/

Step 2:
Click "New App"
Complete the details.

Add the first 5 digits of your Business name after LDWorkflows in the App Name.
Example: LDWorkflowsLight

Now click on "Create App"

Step 3:
This will create your keys. You will need to copy both of these immediately (These need to be added into your LDWorkflows account later - see below).

Note: You will need to add another Redirect URL after creating the app.

https://my.lightdegree.com/core/xero_auth_tokens/

LDWorkflows (Activate the Xero connection in LDWorkflows)
Step 4:
Login to your LDWorkflows and Open "Client settings" (click on your name at the top right and select "Admin system")

Next click on Client settings and scroll down and set "Activate Connection to Xero" to Yes and Save (scroll down to "Save client settings")

 

Step 5:

Now scroll to the base of client settings again and click on "Connect to Xero" and

copy the 2 keys (Consumer Key and Consumer Secret) from the Xero developer page and paste into Light Degree. 

 

Next steps (set up):

1. Sync contacts from Xero
2. Sync Suppliers from Xero
3. Sync Stock items from Xero
4. If you have been using Xero previously and are just starting out using LDWorkflows, you can also copy any Invoices that have not yet been marked as paid, copy these from Xero

Moving forward:

Now you are all set to go.

1. Each time you add an invoice in LDWorkflows the system will seamlessly connect to Xero to update and copy the invoice into Xero.
2. Each time you add or edit a contact the details will also be added into Xero. So when you process an invoice the details will also already be in Xero. Note: If you receive a message that an invoice is not added, you might need to add or edit the contact details first (to get the contact information into Xero), then update the invoice and it will be added into Xero.
3. Purchase orders added into LDWorkflows will automatically be added in Xero as well.

If you require any assistance with any of these steps just click the support button above to ask us a question.