TDV Adapter for Xero WorkflowMax

Build 22.0.8462

Custom Credentials

You can use a custom OAuth app to authenticate with a service account or a user account. See Using OAuth Authentication for more information.

User Accounts

Desktop Authentication with a Custom OAuth App

Follow the steps below to authenticate with the credentials for a custom OAuth app. See Creating a Custom OAuth App.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • OAuthClientId: Set this to the client Id assigned when you registered your app.
  • OAuthClientSecret: Set this to the client secret assigned when you registered your app.
  • CallbackURL: Set this to http://localhost:33333.
When you connect the adapter opens the OAuth endpoint in your default browser. Log in and grant permissions to the application. The adapter then completes the OAuth process:
  1. Extracts the access token from the callback URL and authenticates requests.
  2. Refreshes the access token when it expires.
  3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

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Build 22.0.8462