Set Up Xero for Connection – Sage Link Accounts

Create a Xero Developer App

1

Open the Xero Developer Portal Go to https://developer.xero.com and log in with your Xero account credentials.

2

Create a New App Click the New App button in the top-right corner of the page.

3

Fill in the App Details Complete the form using the values below:

App Name: Sage Link Accounts (or any name you prefer)
Integration Type: Web App
Will you use Xero data to train AI? No
Do you understand and agree to meet Xero's minimum security requirements? Yes
Company or application URL: https://accounts.sagelink.com.au
OAuth 2.0 redirect URI: https://accounts.sagelink.com.au/xero/callback

4

Agree to Developer Terms Tick the checkbox "I have read and agree to Xero Developer Terms and Conditions", then click Create App.

Generate Your Client ID & Secret

5

Open your new App From the Xero Developer dashboard, click on the app you just created.

6

Go to Configuration Click the Configuration tab inside your app.

7

Generate a Secret Click Generate a Secret. A Client Secret will be created and displayed once.

Important — Save your credentials immediately.
Copy your Client ID and Client Secret by clicking the Copy button at the end of each line and paste them into a secure password vault. The Client Secret is only shown once and cannot be retrieved again.

Add Your Xero Account in Sage Link

8

Open Sage Link Accounts Sign in and navigate to Settings → Xero Accounts (or the Add Account section).

9

Enter a nickname (optional) Give your Xero organisation a friendly nickname, or leave it blank to use your Xero organisation name by default.

10

Paste your credentials and add the account Paste in the Client ID and Client Secret you copied from Xero, then click Add Account. Sage Link Accounts will connect to Xero using these credentials.

Once connected, Sage Link Accounts will use your Xero credentials to create invoice drafts, sync contacts, and manage your Xero data securely.