How to Configure Xero

Steps:

Register a new app in Xero

• Log into your Xero account and, using the link provided in the document from Loop Logics, access the Xero developer area.
• Select New app to register a third-party integration.
• Enter the app details provided in your document — App name, Integration type, Company or application URL, and Redirect URI.
• Tick I have read and agree to the Xero Developer Platform Terms & Conditions, then select Create app.

Get your Xero credentials

• This creates the application and takes you to the App details screen. Select Configuration from the menu.
• Here you'll find your Client Id and can select Generate a secret to get your Client Secret. You'll need both of these, along with the Redirect URI, for the next step.

Connect the integration in Loop Logics

• In Loop, navigate to Admin, then under Finance select Integration.
• From the Finance Integration drop-down, select Xero.
• Enter your Client Id and Client Secret from Xero, then select Save.

Connect each division and set account codes

• Navigate to Admin, then under Finance select Divisions, and open the division you want to connect.

• Select Connect to Xero.

• Set an account code for each category: Build A/C, Make Safe A/C, Restoration A/C, Commercial A/C, Expense A/C, and Sub Contractor A/C. These are general codes and can still be updated in Xero when reconciling invoices, or at an individual invoice level.

• Even if you don't use a particular work type, fill in a general code as the default.
• Once all the codes are populated, select Save. Repeat this for each division you use.

FAQ

How often do I need to do this? Only once, during onboarding. Your Xero keys are then stored securely within Loop Logics.

Where do I get the details I need to register the app in Xero, like the Redirect URI? A member of the Loop Logics team will send you a document with these details to use alongside this guide.

Do I need to set an account code for a work type I don't use? Yes, fill in a general code as the default even if you don't use that particular work type.

Can I change an account code later? Yes, the codes set here are general defaults and can be updated in Xero when reconciling invoices, or at an invoice level.

Do I need to connect every division separately? Yes, select Connect to Xero and populate the account codes for each division you use.