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Connect Xero with your Teamdesk database. Create contacts and Invoices and watch them appear in automatically in Xero.  How much time is spent exporting your contacts and invoices from Teamdesk into Xero? How do you know these records have already been sent over. Is the invoice in Xero updated when a client has paid the invoice?

 

Automate the process and make your accounting cheaper and easier for everyone involved. When an invoice or contact is created in Teamdesk it is automatically created and/or updated in Xero. When your bookkeeper comes in to do the books they no longer have to spend hours on data entry or the export/import process. Every invoice in Teamdesk has proof it has been sent to Xero so you don’t have to wonder.

The Benefits and Features

The integration of TeamDesk with Xero offers unique benefits and features that can streamline your business operations. Here are some key highlights:

Sync Data Easily

The integration ensures that your TeamDesk database and Xero accounting software are always in sync. This means that any changes made in one system are automatically reflected in the other, eliminating the need for manual data entry and reducing the risk of errors.

Create Contacts & Invoices

You can create contacts and invoices in TeamDesk, and watch them appear automatically in Xero. This helps to consolidate your business processes and improve efficiency. Reduce double handling and save time.

Save Time and Money

The integration can save you significant time that would otherwise be spent exporting contacts and invoices from TeamDesk into Xero. This allows you to focus more on your core business activities, rather than getting bogged down with administrative tasks.

Track Data

The integration provides a reliable way to keep track of whether these records have been sent from TeamDesk to Xero, ensuring that no important data is missed or duplicated.

Choosing this integration can be particularly beneficial if your business regularly uses both TeamDesk for database management and Xero for accounting tasks. The seamless connectivity between the two systems can help to streamline your operations, reduce administrative workload, and improve data accuracy​​.

Pre-Requisites

You going to need a few things before you set this up.

  1. TEAMDESK:
    • Create an account with TeamDesk or dbdesk if you have not got one already (dbdesk is a reseller of Teamdesk)
    • Open your database or start a new one if you have not started yet.
    • A table in the TD database like invoices and contacts that you will be using to sync data
    • Log in to your TeamDesk account and navigate to your database.
  2.  XERO
    • Create an account with Xero if you haven’t already.
    • Create a ‘Custom Connection Subscription’ – at last check it was $10/month
    • Make sure you have access to both platforms.
Purchasing a custom connection subscription

Before a Xero customer can authorise and connect Custom Connection apps to their organisation, the organisation needs to have purchased a subscription with a sufficient quantity of Custom Connections. There is more Custom Connection information for Xero customers on Xero Central.

Xero customers can now have multiple Custom Connection apps connected to their organisation. The organisation needs a subscription with enough Custom Connections for all of their apps. If a Xero customer has already purchased a subscription but their organisation is unavailable to connect to your app ensure they have purchased sufficient Custom Connections.

A Custom Connection subscription is purchased from the Custom Connections page or from within the Xero organisation on the connected apps page where the subscription can be managed. Any user with the standard or advisor Xero user role can buy or managed a custom connection. Practice administrators and staff can only purchase a custom connection for their own practice’s Xero organisation. We recommend clients purchase their organisation’s custom connection themselves.

Create a Custom Connection
Get premium access to Xero’s API, enabling you or your developer to create a more secure, seamless and efficient integration for your business. Available for Xero organisations in Australia, New Zealand and the United Kingdom.
https://developer.xero.com/documentation/guides/oauth2/custom-connections/#setting-up-a-custom-connection
Steps
  1. Create the Custom Connection
  2. Select scopes and the authorising user
  3. Authorise the connection
  4. Retrieve your client id and client secret
  5. Requesting an access token
  6. Receive your tokens
  7. Call the Xero API

Most of the XERO steps can be found on their website here… https://developer.xero.com/documentation/guides/oauth2/custom-connections/#setting-up-a-custom-connection

NEW: Xero customers can now purchase as many Custom Connections as needed for their organisation – so you can build and connect even more bespoke solutions for businesses. Find out more.

Custom Connections are a premium integration option that utilise the client credentials grant type to access data from a single Xero organisation. If your app needs to connect to multiple Xero organisations then you should use the code flow or PKCE flow instead.

Custom Connections are only available for Xero organisations in Australia, New Zealand and the UK and require an additional monthly subscription. They can’t be used to integrate with WorkflowMax, Xero Practice Manager or Xero HQ.

Custom Connections can be connected to the Xero Demo Company for free for development purposes and Custom Connection apps do not count toward the two uncertified app limit.

Add a new APP & Selecting scopes
  1. In a new tab or window, log in to your Xero account.
  2. navigate to the developer’s dashboard and find “MY APPS“.

Create the Custom Connection

Log in to My Apps and click “New App”. Give the integration a name and select “Custom connection” as the integration type.

2. Select scopes and the authorising user

Next you’ll need to select the API scopes your integration will need and who will authorise the connection. That user will then be emailed a link that takes them to the authorisation step. Once authorisation is complete you will receive an email to let you know the connection has been authorised.

 

 

Authorize the new APP
  1. Open your email and look for the authorization request
  2. Click the CONNECT button

After clicking the Connect button in the email, the authorising user will be taken to a consent screen where they can see which scopes are being requested and select the organisation to connect.

Note that an organisation needs to have purchased a subscription with sufficient Custom Connections to be authorised and connected. The only exception is the Xero Demo Company, which can be used for free for development purposes. Organisations without a subscription or with insufficient Custom Connections will be displayed but will be unavailable for connection.

XERO Client Id

A: Retrieve your client id and client secret

Once the custom connection has been authorised, the client id will be available on the app details page and you can generate the client secret. The Client Secret is private and should not be shared.

B: create your client secret

This is directly under the Client ID on the XERO Authorization page.

Requesting an access token

You can now exchange the client id and client secret for an access token. To do this you will need to make a POST request to our token endpoint:

https://identity.xero.com/connect/token

The request will require an authorization header containing your app’s client_id and client_secret

  • Authorization: “Basic ” + base64encode(client_id + “:” + client_secret)

The request body will need to contain the grant type (client_credentials) and scope

  • grant_type=client_credentials
  • scope=A space separated list of the scopes required
POST https://identity.xero.com/connect/token

authorization: "Basic " + base64encode(client_id + ":" + client_secret)
Content-Type: application/x-www-form-urlencoded

grant_type=client_credentials
scope={scopes}

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