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Help Center › Admin screens, field by field › Settings → Connected apps: Xero card, field by field
Settings → Connected apps: Xero card, field by field
Field-by-field guide to the Xero card: keys, connect, organisation, account codes, automatic sending and retries.
On this page
Where to find it: Contractor Hub → Settings & Integrations → Settings → group Messages and connections → tab 🔌 Connected apps, card Xero. Owner screen. If Xero is not in your plan the card shows “Xero is not part of your current plan.” with a Try again button.
What it controls: a one-way feed. The card says: “VisionScaper sends customers, invoices and payments to Xero. Nothing is read back or changed from Xero.” It also says: “Xero charges for its own plan. VisionScaper adds no fee for this.”
Before you start
- A Xero account and organisation. Make a web app in developer.xero.com. See
get-xero-keys, and follow Xero’s current instructions on Xero’s screens. - The card lists three steps: make an app (type: web app); add the redirect address shown on the card as its redirect address; copy the Client ID and Client secret here.
- For payments you also need the account code of the Xero bank account the payments go into.
Fields
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Redirect address (read-only, in a box) | The address Xero returns you to after sign-in. Add it to your Xero app. | Copy and paste it into Xero. | Shown in the key steps. |
Client ID |
Identifies your Xero app. Up to 80 characters. You must disconnect before changing it. | Paste from Xero. | Blank |
Client secret |
The app’s password. Up to 200 characters. Stored scrambled, never shown again. | Paste from Xero. | Placeholder “Saved. Type a new one to replace it.” once saved. |
Save keys |
Saves the Client ID and secret. | Click. | Toast “Saved.” |
Connect to Xero |
Opens Xero to sign in and choose your organisation. Shown once keys are saved and you are not yet connected. | Click. | Page text: “Keys saved. Next, sign in to Xero and choose your organisation.” |
Change keys |
A fold-out that shows the key fields again. | Click to edit. | |
Reconnect |
Shown inside a red notice “Xero needs you to sign in again. Nothing is being sent until you do.” | Click. | |
Xero organisation |
A list shown only when more than one organisation is available. Chooses where records go. Records already sent to another organisation are not sent again here. | Pick one. | Your first or chosen organisation. |
Xero account for sales |
The Xero account code that invoice lines post to. It cannot be empty. | 200 (Xero’s usual one). Up to 20 characters. | 200 |
Xero bank account for payments |
The account code payments are put into. Needed before payments can be sent. | The code of your bank account in Xero. | Blank. The hint “Needed before payments can be sent.” appears when you are connected, sending payments, and it is empty. |
Look up my Xero accounts |
Fills the two boxes’ suggestion lists from your Xero chart of accounts (sales accounts and bank accounts). | Click, then tap a box and choose. | |
Send automatically every hour |
Runs a send every hour. | Tick or untick. | Off |
Send customers |
Includes customers in each send. | Tick or untick. | On |
Send payments |
Includes payments in each send. | Tick or untick. | On |
Save settings |
Saves the two codes and three switches. | Click. | Toast “Saved.” |
Send to Xero now |
Starts a send immediately. Disabled if Xero needs you to reconnect. | Click. | Toast shows a summary. |
Disconnect |
After you confirm, disconnects. Nothing in Xero is deleted. Reconnecting later will not send anything twice. | Click to leave. | Also turns automatic sending off. |
Try again after fixing |
Shown in a list headed “Xero turned down N item(s)”. Each line gives the item and Xero’s message. The button resends them. | Fix the cause, then click. | Up to 20 shown. |
Read-only lines: “Connected to
Steps
- Create your Xero app and copy the redirect address into it.
- Paste Client ID and Client secret, then Save keys.
- Click Connect to Xero, sign in, choose the organisation.
- Click Look up my Xero accounts. Fill Xero account for sales and Xero bank account for payments.
- Choose which of Send customers and Send payments you want.
- Click Save settings, then Send to Xero now. Read the toast.
- Tick Send automatically every hour once the first send looks right, and save again.
Tips
- Only the sales code is mandatory. Without the bank account code, payments are not sent.
- Records already sent are tracked per organisation.
If something goes wrong
- “Disconnect first, then change the Client ID.” You tried to change the ID while connected.
- “Enter the Xero account code invoices should post to…”: the sales field was empty.
- The red “Xero needs you to sign in again” notice: click Reconnect.
- “Xero turned down N items”: read each message, fix it in Xero or VisionScaper, then click Try again after fixing.