Connect to your Xero Organisation

You will need your Vetlink organisation API key, please contact Vetlink Support to obtain this.

1.      In vetlink go to Options | Setu | Finance | 5: Accounting
2.      Log in with ID and password.
3.      Click the “Setup” button located to the left of the Software Name field
4.      In the Xero Setup form enter you the API key provided by Vetlink support
   
5. You will need to copy the content of the OAuth 2.0 redirection URI field to your clipboard
6. Click the Xero icon to open the Xero website
7. Enter your Xero credentials and login
8. You will need to create a new connected app, click the “New app“ button
9. Complete the Add new app form. You can use “Vetlink” as the App name.
10. OAuth 2.0 grant type should be set to “Auth Code Web App”.
11. Paste the URL copied previously into the “Company or application URL”, and “OAuth 2.0 redirect URI”  fields.
12. Check the agreement to terms and Conditions check box then click the “Create app” button.
13. Once directed to the App details form, click “Generate a secret”.
14. Now copy the Client id provided int your clipboard. You use the “Copy” button located next to the client id to do this.
    
15. Paste this into the “Xero Client id” field in Vetlink Setup, use the paste clipboard shortcut keys Ctrl+V.
    
16. In Xero Website, Copy the Client Secret into your clipboard using the “Copy” button.
    
17. Paste this into the “Xero Xero Client Secret” field in Vetlink Setup, use the paste clipboard shortcut keys Ctrl+V.
    
    
18. In the Xero Website Click Save to finish.
19. Close the website and return to Vetlink Setup.
20. Click Authorize, select the organisation to connect to from the drop down list then click “Allow Access”.
    
21. Once connected successfully the message below is displayed.
    
22. Return to Vetlink setup to continue.
23. Click Fetch Organisations, select the Xero organisation you want to connect to. Then click Save.
    
24. You are now connected!!