TeamDesk Knowledge Base & Support

Scott Miller 9/5/2017 3:07:50 AM

Hi Brett

I have managed to setup integration such that

1. A contact created in Xero will create a contact in dbFLEX.
2. A contact updated in dbFLEX will push the updates through to Xero.
3. An Invoice created in dbFLEX will create an Invoice in Xero.

What I have noticed in general is that the Zapier integrations are quite limited.

Let me know if you need any info.

Cheers
Scott

basenine 9/5/2017 3:46:55 AM

Hello Scott

Thanks for your input and help here.
I'm struggling with authentication as Xero only supports oAuth 1a.
I'm guessing you're using Zapier to handle this but thought it would be impossible to Post/Put from TD to Zapier (I could be wrong...that's happened before 😉 )
If Xero moved to oAuth2, I'd be out of jail and pushing ahead.
How have you compiled the authentication?
Best regards

Brett

Scott Miller 9/5/2017 4:08:41 AM

Hi Brett

Xero handles the authentication although it does involve your client having to enter their Xero login credentials to link their Xero account to your Zapier account (the password is masked). Xero is a Premium Zap so you will need a paid account.

You need to create a 'Webhook' in Zapier which in turn creates a url which you utilise within TD as part of the Call URL and in my case a POST.

TD can be used to accomplish the following in Xero:-

Create Bill
Create Sales Invoice
Create/Update Contact
Create Payment

I can email you some screenshots of the TD Call URL if that would help?

Thanks
Scott



I am POSTing

basenine 9/5/2017 4:22:36 AM

Ah ha...the old webhook in the call URL trick!

That'd be great if you could do some screen shots please. Do you still have my email?

Thanks again Scott

Scott Miller 9/5/2017 4:33:00 AM

No problem and yes I have your email.

Cheers
Scott

Michael Spurr 8/6/2018 5:36:06 AM

Hi Scott,

I'm facing this same issue and would be keen to see the screenshots of the TD call URLs if you're willing to share them again. Please send to michael dot spurr at idiomsoftware dot com.

Any other guidance you can share on how to create the webhooks would also be appreciated.

Thanks,
Michael

Scott Miller 8/6/2018 8:26:54 AM

Hi Michael

I have just emailed you the doc. Any questions drop me a line.

Cheers
Scott

Bhavik Shah 9/20/2019 8:36:58 AM

Hello Scott,

Could you please help me with TD to xero data push. Could you please send me whatever info you have for me to review?

It will be a great help.

Regards,
Nirmit

Scott Miller 9/20/2019 8:52:37 AM

Hi Bhavik

Of course, what is your email address?

Cheers
Scott

Bhavik Shah 9/21/2019 2:31:20 AM

Hello Scott,

Here is my email nirmit@mindtechconsultancy.com

Thanks,
Nirmit

Scott Miller 9/23/2019 8:22:33 AM

Hi Nirmit

I have just sent email.

Thanks
Scott

Bhavik Shah 9/23/2019 8:54:20 AM

Hello Scott,

Thanks a ton for this information.

I am testing right now, if any trouble will get back to you.

Appreciated

Regards,
Nirmit

basenine 11/7/2019 7:22:24 PM

https://developer.xero.com/documentation/oauth2/overview

Now we're talking 😉