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Connection Guide

Connect Xero Without Breaking the Audit Trail

Use this guide to connect Xero or confirm the export-based path that fits your environment. Aurora keeps source, timestamps, ownership, and collection history attached so the first run becomes reusable proof instead of one-off setup work.

Connector Summary
Connection typeDirect connection
CategoryFinance
Checklist4 steps
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We'll confirm what can be automated, what stays export-based, and how to keep the first evidence record clean.

First-Run Checklist

Use this sequence to connect Xero and make sure the first collection lands cleanly.

  1. 1
    Register a Xero developer app and select either Custom Connection or OAuth authorization-code mode before onboarding.
  2. 2
    Store client_id and client_secret securely, set connection_mode, and keep the Accounting API base URL pinned to the official production host.
  3. 3
    For standard OAuth mode, persist a refresh token and xero_tenant_id for the authorized tenant before enabling scheduled sync.
  4. 4
    Validate Users, Organisation, Accounts, and TrackingCategories retrieval against the approved tenant.

Credentials and Secrets

The keys, secrets, or tokens Aurora uses to authenticate and collect proof.

client_secret

Recommended Access

Aurora only asks for the minimum read access needed for collection and checks.

Access requirements depend on the collection mode and scope you choose.