How to connect Cavewire to a Xero Account

As of 2020, Xero have released a new authentication process. This new process, known as OAuth 2.0, is enforced for all new accounts and will be required for all existing accounts later this year.

 

Cavewire has upgraded our Xero support for the migrate to the new authentication method. This article will detail the required steps. There are a number of steps involved for this process, if at any stage you are not able to proceed to the next step please contact Cavewire support but using the "Help" widget in the bottom right corner of the Cavewire screen.

 

You will need access to your Cavewire Admin as well as access to your XERO account to make this connection.

 

Step 1

Navigate to the Accounting->Accounting Setup page.

If your system is ready to be upgraded you will see the button "Connect to Xero"

 

Step 2

Select the button on the page that says 'LOGIN TO XERO'. It appears just to the top right of the Black Box on the page.

 

Step 3

A new window/tab will open with the XERO Developer Login Portal. Enter in your XERO account details to login.

 

Step 4

You may receive a notice asking you to Set up two-step authentication if you haven't already. You can select Not now to skip this at this time.

 

 

Step 5

Your XERO developer page will show all of the Apps you have linked to your XERO account. You may have several or none. Once you get to this page you can navigate back to the Cavewire Account Settings window.

 

Step 6

Refresh the Cavewire Account Settings page. Once you have done this a new iFrame window will appear showing the same screen you have just logged into.

 

Step 7

From this screen, you will now need to select New App from the top right hand corner of the iframe section showing your XERO developer account.

 

Step 8.1

In the App name section, add a unique name for your application. Techincally you can set this name to be anything you like, just remember that the name will help you identify the app in the future.

 

Step 8.2

In the company or application URL, copy the cavewire URL from your browser as per the image below and paste it into the field for the new App.

 

Step 8.3

Click the button on Cavewire called "Connect to Xero". This will open up a new popup.

Here, you need to select the 

Return to the Cavewire window and paste that URI into the field called "OAuth 2.0 redirect URI"

Step 8.4

Now click the checkbox that you agree and click Create App

Step 9.1

Now you have created the App. The last step is to submit the client ID and the Client secret.

Firstly, copy the client ID

 

Now return to the previous pop up. If this has closed, you can open it again by clicking on the "Connect to Xero" button. 

Paste the client ID into the field on the pop up

Step 9.2

Return to the Cavewire window. Click on "Generate a secret" and follow the same process to copy and paste the secret into the pop up. 

Click submit when the client ID and secret have been pasted into the pop up.

Make sure to copy and paste your new secret immediately. You won't be able to see it again.

Step 10

If the details have been correctly submitted, you will see the screen below. Click on "Allow Access"

Step 11

Select the organisation you are a part of to link the application to your Xero account.

You may need to scroll down or expand the size of the window so that you can see the "Allow Access" button at the bottom

 

Step 12

When this is successful, click the submit button to finalise the process

Step 13

Verify that the set up is in fact complete by refreshing the Cavewire page and you will now see the text "Connected to Xero"

 

Step 14

If you offer shipping, you will need to Setup account settings for shipping sales code to ensure a shipping charge is included on your invoices.

 

Step 15

Once your Xero account is connected, you'll need to ensure you have added your Xero account codes for each individual product. To do this, please see the adding Xero account codes to your Cavewire guide.

For Quickbooks Online users:

Find out more information about connecting your QuickBooks Online account with Cavewire.

 

 

 

 

Keywords: invoices, accounting, xero connection, Xero, OAuth 2.0,