This page explains the steps you need to follow to set up the Xero connection in PreCallAI. If any of the steps are outdated, please let us know!

  1. Go to Xero developers page.
  2. Click New app button in order to create an app.
  3. Fill the Name field and choose Web App.
  4. Fill the Company or application URL field.
  5. Copy OAuth Redirect URL from PreCallAI to Redirect URL field.
  6. Check the terms and conditions checkbox.
  7. Click on the Create app button.
  8. Go to Configuration page and click the Generate Client Secret button.
  9. Copy the Client id value to the Client ID field on PreCallAI.
  10. Copy the Client secret 1 value to the Client Secret field on PreCallAI.
  11. Start using Xero integration with PreCallAI!