Use the OAuth authentication standard to connect to Xero WorkflowMax V3 API. You can authenticate with OAuth 2.0. The adapter facilitates this as described below.

Custom Credentials

To connect with adapter, you must register an app to obtain the OAuthClientId and OAuthClientSecret.

When to Create a Custom OAuth App

You should create a custom OAuth app to change the information displayed when users log into the Xero WorkflowMax OAuth endpoint to grant permissions to the adapter.

Headless Machines

In the headless OAuth flow, users firstly need to authenticate on another machine. You need to create a custom OAuth app to change the information displayed when users log into the Xero WorkflowMax OAuth endpoint to grant permissions to the adapter.

Using a Service Account to Connect to Xero WorkflowMax

Service accounts have silent authentication, without user authentication in the browser. You can also use a service account to delegate enterprise-wide access scopes to the adapter.

You need to create an OAuth application in this flow. You can then connect to Xero WorkflowMax data that the service account has permission to access. See Custom Credentials for an authentication guide.

Creating a Custom OAuth App

See Creating a Custom OAuth App for a procedure.