Xero WorkflowMax Connection
See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Xero WorkflowMax connector.
Xero WorkflowMax is a cloud-based project management and job-tracking software for small to medium-sized businesses.
This topic describes how to authenticate to Xero WorkflowMax and configure any necessary connection properties in the Xero WorkflowMax connection connector.
Connection Configuration
Each connection property available in the Xero WorkflowMax connector is explained below.
Connection Name
The name of the connection to be created should be provided. This is the name that will display on the list of available connections.
Client ID
The client Id assigned when you register your application with an OAuth authorization server.
Client Secret
The client secret assigned when you register your application with an OAuth authorization server.
Access Token
The access token for connecting using OAuth.
Refresh Token
The OAuth refresh token for the corresponding OAuth access token.
Enable SSL
Option for creating the connection with SSL enabled.
Upload Keystore File
Option to upload keystore file.
Add Configuration: Additional properties can be added using this option as key-value pairs.
After entering all the details, click on the TEST button.
If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.
Click on the CREATE button to save the changes.
If the details are incorrect or the server is down, you will get a message “Connection unavailable”.
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