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Configuring the Priava Integration in Xero

Administrators Only!

Only system administrators can configure Integrations. If you are not an administrator, please consult a member of your team that is an administrator to increase the level of access you have been granted.

Priava's Xero integration allows you to share information about payments and invoices between Priava and Xero in real-time, making it easier for you to reconcile payments between the two systems.


In this article


Screen_Shot_2021-05-12_at_10.47.49_pm.png

 

Beginner's Tip!

Please make sure you have completed all items outlined on the Configuration Prerequisite Checklist prior to configuring this integration.

 

Creating a connected app in Xero account

  1. Log into the Xero application via the following URL: https://developer.xero.com

  2. Click My Apps and then click mceclip0.png

  3. Enter a name for the app

    Screen_Shot_2021-08-04_at_3.02.10_pm.png

  4. Select the Auth Code (Web app) from the OAuth 2.0 grant type 

    Screen_Shot_2021-08-04_at_3.02.20_pm.png

  5. Enter https://www.priava.com in the Company or application URL field 
    Screen_Shot_2021-08-04_at_3.02.30_pm.png

  6.  Enter all of the relevant OAuth 2.0 redirect URLs:

  7. Accept the terms and conditions
    Screen_Shot_2021-08-04_at_3.02.56_pm.png

  8. Click  mceclip4.png

  9. Once the app is created you will be redirected to the App details page
    mceclip3.png

  10. Click mceclip0.pngand a new secret will be generated. Copy your Client id and Secret and save them securely as this cannot be accessed again

  11. Click mceclip1.png

 

Beginner's Tip!

Now that you have created your Connected App, read this article to learn how to configure your integration in Priava Admin. Remember you will need the Client id and Secret mentioned above to configure this integration.