🧾 Xero

Margin connects to Xero using OAuth client credentials.

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1. What Margin Needs

From your finance/data team:

1. A Xero app with Client ID and Client Secret
2. Server-side secret storage for those credentials
3. A tenant-scoped connection in Margin (no shared credentials across tenants)

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2. Create the Xero App

1. Log into Xero My Apps.
2. Click New app and create a Web app.
3. Fill required app info and set the redirect URI to the callback URL shown in Margin’s integration setup.
4. Open the app’s Configuration tab.
5. Copy the Client ID and generate/copy a Client Secret.

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3. Configure the Integration in Margin

Use the Xero connector with: Margin then runs a connection test and validates access before enabling syncs.

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4. Useful References

• Xero OAuth client credentials docs
• Xero OAuth scopes

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Next Steps

Once Xero is connected, continue to data modelling.