Xero

Accounting

Cloud accounting — contacts, invoices, payments, bank transactions, P&L, balance sheet

Not Configured

🔧 Connection Settings

Client ID

Client Secret

Tenant ID

The Xero Organization Tenant ID (UUID format)

Go to Xero Developer Portal (https://developer.xero.com/app/manage)
Click "New App" → Select "Custom Connection" (for machine-to-machine)
Name: SARAH Voice, Company URL: your company URL
After creating: Copy the Client ID
Generate a Client Secret → Copy it (shown only once!)
Under "Scopes", select: accounting.transactions, accounting.contacts, accounting.settings, accounting.reports.read
Connect to your Xero Organization when prompted
Get your Tenant ID: Go to the "Connected Orgs" tab → Copy the Tenant ID
Paste all three values above and click Test Connection to verify