Set up a Xero connector

Capabilities
Gather Xero credentials
Create a Xero web app and generate credentials
Configure the Xero connector

Capabilities

Resource	Sync	Provision
Accounts
Organizations
Roles

Gather Xero credentials

Configuring the connector requires you to pass in credentials generated in Xero. Gather these credentials before you move on.

A user with the ability to create a Xero app for your organization must perform this task.

Create a Xero web app and generate credentials

Log into developer.xero.com and click New app.

In the Add a new app form, give the app a name, such as “ConductorOne” and select Web app.

Enter https://developer.xero.com in the Company or application URL field.

Enter https://localhost:8080 in the Redirect URI field.

Click Create app.

The new app opens. In the navigation panel on the left, click Configuration.

Carefully copy and save the app’s Client ID.

Click Generate a secret.

Carefully copy and save the Client secret.

That’s it! Next, move on to the connector configuration instructions.

Configure the Xero connector

To complete this task, you’ll need:

The Connector Administrator or Super Administrator role in ConductorOne
Access to the set of Xero credentials generated by following the instructions above

Cloud-hosted
Self-hosted

Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.Due to limitations in Xero’s regional availability for custom integration development, ConductorOne cannot provide a cloud-hosted Xero connector.

Follow these instructions to use the Xero connector, hosted and run in your own environment.When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with ConductorOne, automatically syncing and uploading data at regular intervals. This data is immediately available in the ConductorOne UI for access reviews and access requests.

Step 1: Set up a new Xero connector

In ConductorOne, navigate to Connectors > Add connector.

Search for Baton and click Add.

Choose how to set up the new Xero connector:

Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
Add the connector to a managed app (select from the list of existing managed apps)
Create a new managed app

Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.

Click Next.

In the Settings area of the page, click Edit.

Click Rotate to generate a new Client ID and Secret.Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your Xero connector deployment:

Secrets configuration

# baton-xero-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-xero-secrets
type: Opaque
stringData:
  # ConductorOne credentials
  BATON_CLIENT_ID: <ConductorOne client ID>
  BATON_CLIENT_SECRET: <ConductorOne client secret>
  
  # Xero credentials
  BATON_XERO_CLIENT_ID: <Xero app client ID>
  BATON_XERO_CLIENT_SECRET: <Xero app client secret>

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-xero.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-xero
  labels:
    app: baton-xero
spec:
  selector:
    matchLabels:
      app: baton-xero
  template:
    metadata:
      labels:
        app: baton-xero
        baton: true
        baton-app: xero
    spec:
      containers:
      - name: baton-xero
        image: ghcr.io/conductorone/baton-xero:latest
        imagePullPolicy: IfNotPresent
        env:
        - name: BATON_HOST_ID
          value: baton-xero
        envFrom:
        - secretRef:
            name: baton-xero-secrets

Step 3: Deploy the connector

Create a namespace in which to run ConductorOne connectors (if desired), then apply the secret config and deployment config files.

Check that the connector data uploaded correctly. In ConductorOne, click Applications. On the Managed apps tab, locate and click the name of the application you added the Xero connector to. Xero data should be found on the Entitlements and Accounts tabs.

That’s it! Your Xero connector is now pulling access data into ConductorOne.

Set up a Workday Accounts connector

Set up a Cortex XSOAR connector

⌘I

Welcome

Build connectors

Configure connectors

Deploy connectors

Upload connector data

Connector library

Capabilities

Gather Xero credentials

Create a Xero web app and generate credentials

Configure the Xero connector

Step 1: Set up a new Xero connector

Step 2: Create Kubernetes configuration files

Secrets configuration

Deployment configuration

Step 3: Deploy the connector

Welcome

Build connectors

Configure connectors

Deploy connectors

Upload connector data

Connector library

​Capabilities

​Gather Xero credentials

​Create a Xero web app and generate credentials

​Configure the Xero connector

​Step 1: Set up a new Xero connector

​Step 2: Create Kubernetes configuration files

​Secrets configuration

​Deployment configuration

​Step 3: Deploy the connector

Capabilities

Gather Xero credentials

Create a Xero web app and generate credentials

Configure the Xero connector

Step 1: Set up a new Xero connector

Step 2: Create Kubernetes configuration files

Secrets configuration

Deployment configuration

Step 3: Deploy the connector