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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 Native Integrations with your Xero system. See Configuring Xero Integrations.

To create Xero integration Credentials:

1. Select Integrations:

The Integrations page opens.

2. Select Xero. The Xero Integrations page opens.

3. On the Credentials panel, select Configure new credentials:

The Create pages opens at Stage 1: Select a system and name.

4. Under Credential details enter:

• External system. This will be pre-populated for 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 Xero Integrations page where the new Credential is listed on the Credentials panel:

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

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