This article guides you through the process of connecting Xero Accounting to Peaka, allowing you to seamlessly access your Xero Accounting data within the Peaka platform.

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Prerequisites

Before you start, you will need the following information from Xero Accounting.
  • Client ID (required for advanced setup)
  • Client Secret (required for advanced setup)
Follow the steps below to obtain it:
  1. To obtain the Client ID, visit the Xero Developer Portal, select your app, and find the Client ID in the “Configuration” tab on the right side of the page.
  1. To obtain the Client Secret, click on the “Generate a secret” button and it will be displayed client secret.

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Connecting Xero Accounting to Peaka

  1. Navigate to the data model page in Peaka.
  2. In the side menu bar, click the “New Data Source” button to initiate the connection process.
  3. In the modal that appears, select “Xero Accounting” as your data source.
  4. Enter a name for your data source and input the information you obtained in the previous step.
  1. Click “Sign in” to create your Xero Accounting data source and allow Peaka access to your Xero Accounting account.
Congratulations! You’ve successfully connected Xero Accounting to Peaka. You can now access and manage your Xero Accounting data seamlessly within the Peaka platform.