Setup Webhooks from Xero

This guide provides a step-by-step process for setting up webhooks from Xero to Salesforce, ensuring seamless integration between the two platforms. By following these instructions, users can automate data transfer and receive notifications in real-time, enhancing their operational efficiency. It covers both Classic and Enhanced Profile User Interface settings, making it suitable for various user setups. This setup is crucial for businesses looking to streamline their financial processes and improve data accuracy.

Timothy Gentet-Kell-O'Brien
81 steps
6 minutes

Salesforce

Xero

Metisphere

Setup Webhooks

Navigate to <https://login.salesforce.com/lightning/lightning/n/xis__Setup_Login_to_Xero> and log into your Salesforce instance. If you are already logged in, please use the App Launcher to navigate to the "Xero Setup" App.

Create a Force.com Site to receive Webhook Messages

Click on the Setup Cog

Click on "Setup"

Click the "Quick Find" field.

Type "Sites"

Click "Sites"

At this point you may need to confirm your Site Domain. You will need to do this before continuing. Please follow the Salesforce onscreen instructions

Click this button.

Click the "Site Label" field

Type in "Xero", or something that you would like to call this Site

Click the "Site Name" field and Salesforce with auto populate it for you

Click the "Default Web Address" field.

Type "xero" (in lowercase)

Check the "Active" checkbox

Click on the spyglass icon next to the "Active Site Home Page" field

In the search field enter "InMaintenance" in the field and click on "Go!"

Click "InMaintenance"

Click "Save"

You will not need to complete every one of the next set of Steps. If you do not have the "Enhanced Profile User Interface" setting enabled, follow the steps below and skip the "Enhanced Profile User Interface" section when you get to it. Or if you do, skip the "Classic Profile User Interface" section and go straight to the "Enhanced Profile User Interface" section instead. To check this you will need to go to the "User Management Settings".

Classic Profile User Interface

Click "Public Access Settings"

Click "Enabled Apex Class Access"

Click the "Edit" button

Scroll down in the Multi-Select Picklist field and find the "xis.WebhookHandler" option

Click the "Add" button

Scroll down in the Multi-Select Picklist field and find the "xis.XeroWebhook" option

Click the "Add" button

Scroll down in the Multi-Select Picklist field and find the "xis.XeroWebhookHandler" options

Click the "Add" button

Click "Save"

Click "Enabled Custom Setting Definitions Access"

Scroll down in the Multi-Select Picklist field and find the "Xero Integration Services.xis.Xero Util" option

Click the "Add" button

Click the "Save" button

Click on "enabled Custom Metadata Type Access"

Click the "Edit" button

Select all of the options highlighted below

Click the "Add" button

Click "Save"

Enhanced Profile User Interface

In the below we have screenshots that use Multi-Select Picklists. Some clients of Salesforce may have a slightly different UI where you will see a Table instead. The logic will be the same as the below, just please ensure you check the checkbox on the left column and save before changing the page or filters, otherwise you will lose your selection

Click "Apex Class Access"

Click "Edit"

Scroll down in the Multi-Select Picklist field and find the "xis.WebhookHandler" option

Click the "Add" button

Scroll down in the Multi-Select Picklist field and find the "xis.XeroWebhook" and "xis.XeroWebhookHandler" options

Click the "Add" button

Click "Save"

Click "Profile Overview"

Click "Custom Metadata Types"

Click "Edit"

Select all of the options highlighted below

Click the "Add" button

Click "Save"

Click "Profile Overview"

Click "Custom Setting Definitions"

Click "Edit"

Select the "xis.Xero Util" option

Click the "Add" button

Click "Save"

Get Site URL and add it to Xero

Click the "Quick Find" field.

Type "Sites"

Click "Sites"

Click "Xero"

Copy the Domain Name URL and Path

You should be left with something like this:\ https://xerosetupdemo-dev-ed.develop.my.salesforce-sites.com/xero

Open a new tab and paste the copied URL into the Tab, then append it with: /services/apexrest/xis/webhook So your full URL looks like this:\ https://xerosetupdemo-dev-ed.develop.my.salesforce-sites.com/xero/services/apexrest/xis/webhook

You should see this confirmation message, if everything has been setup correctly

In a new tab, navigate to [https://developer.xero.com/](https://developer.xero.com/)

Click "Log in"

If you are already logged in it will skipe this screen, if you are not logged in click enter your details and click "Login"

Click "Demo Dev Org - DO NOT AMEND"

Click "Webhooks"

Check the checkbox next to the relevant Webhook(s) that you would like to receive

Ignore the "Billing subscriptions" if you see them, they are not something that you can use as a part of this integration

Click the "Delivery URL" field.

Paste the full Site URL that you created previously, which should look something like this: <https://xerosetupdemo-dev-ed.develop.my.salesforce-sites.com/xero/services/apexrest/xis/webhook>

Click "Save"

Now you have setup the Webhook from Xeros side, you will need to load the "Webhook Key" back into Salesforce, which is used to confirm that

Get Webhook Key and validate your Webhook is working

Click "Copy" next to the "Webhooks key"

Change back to a Salesforce Tab

Click on the "Setup Webhooks" Tab if you are not on it already

Click the "Webhook Key" field.

Paste the "Webhooks key" copied from Xero

Click "Save"

Now you have added the Webhook Key into Salesforce, it will no longer be visible to anyone. This is to ensure that Users within Salesforce are not able to work out how to send false messages to Salesforce.

Switch back to the Xero Webhooks tab

Click "Send 'Intent to receive'", this will make Xero trigger a few messages to your Salesforce Org via the Site that you created, using the Webhook Key that you copied into Salesforce.

Refresh the page after a couple of minutes and you should either see a Green bar and the text "OK". If you do not see this and an error occurred, click "Send 'Intent to receive'" again, it can sometimes take a couple of attempts to properly validate the Webhook integration.

Setup Webhooks from Xero

Timothy Gentet-Kell-O'Brien
81 steps
6 minutes

Salesforce

Xero

Metisphere

Setup Webhooks

Create a Force.com Site to receive Webhook Messages

Click on the Setup Cog

Click on "Setup"

Click the "Quick Find" field.

Type "Sites"

Click "Sites"

At this point you may need to confirm your Site Domain. You will need to do this before continuing. Please follow the Salesforce onscreen instructions

Click this button.

Click the "Site Label" field

Type in "Xero", or something that you would like to call this Site

Click the "Site Name" field and Salesforce with auto populate it for you

Click the "Default Web Address" field.

Type "xero" (in lowercase)

Check the "Active" checkbox

Click on the spyglass icon next to the "Active Site Home Page" field

In the search field enter "InMaintenance" in the field and click on "Go!"

Click "InMaintenance"

Click "Save"

Classic Profile User Interface

Click "Public Access Settings"

Click "Enabled Apex Class Access"

Click the "Edit" button

Scroll down in the Multi-Select Picklist field and find the "xis.WebhookHandler" option

Click the "Add" button

Scroll down in the Multi-Select Picklist field and find the "xis.XeroWebhook" option

Click the "Add" button

Scroll down in the Multi-Select Picklist field and find the "xis.XeroWebhookHandler" options

Click the "Add" button

Click "Save"

Click "Enabled Custom Setting Definitions Access"

Scroll down in the Multi-Select Picklist field and find the "Xero Integration Services.xis.Xero Util" option

Click the "Add" button

Click the "Save" button

Click on "enabled Custom Metadata Type Access"

Click the "Edit" button

Select all of the options highlighted below

Click the "Add" button

Click "Save"

Enhanced Profile User Interface

Click "Apex Class Access"

Click "Edit"

Scroll down in the Multi-Select Picklist field and find the "xis.WebhookHandler" option

Click the "Add" button

Scroll down in the Multi-Select Picklist field and find the "xis.XeroWebhook" and "xis.XeroWebhookHandler" options

Click the "Add" button

Click "Save"

Click "Profile Overview"

Click "Custom Metadata Types"

Click "Edit"

Select all of the options highlighted below

Click the "Add" button

Click "Save"

Click "Profile Overview"

Click "Custom Setting Definitions"

Click "Edit"

Select the "xis.Xero Util" option

Click the "Add" button

Click "Save"

Get Site URL and add it to Xero

Click the "Quick Find" field.

Type "Sites"

Click "Sites"

Click "Xero"

Copy the Domain Name URL and Path

You should be left with something like this:\ https://xerosetupdemo-dev-ed.develop.my.salesforce-sites.com/xero

You should see this confirmation message, if everything has been setup correctly

In a new tab, navigate to [https://developer.xero.com/](https://developer.xero.com/)

Click "Log in"

If you are already logged in it will skipe this screen, if you are not logged in click enter your details and click "Login"

Click "Demo Dev Org - DO NOT AMEND"

Click "Webhooks"

Check the checkbox next to the relevant Webhook(s) that you would like to receive

Ignore the "Billing subscriptions" if you see them, they are not something that you can use as a part of this integration

Click the "Delivery URL" field.

Paste the full Site URL that you created previously, which should look something like this: <https://xerosetupdemo-dev-ed.develop.my.salesforce-sites.com/xero/services/apexrest/xis/webhook>

Click "Save"

Now you have setup the Webhook from Xeros side, you will need to load the "Webhook Key" back into Salesforce, which is used to confirm that

Get Webhook Key and validate your Webhook is working

Click "Copy" next to the "Webhooks key"

Change back to a Salesforce Tab

Click on the "Setup Webhooks" Tab if you are not on it already

Click the "Webhook Key" field.

Paste the "Webhooks key" copied from Xero

Click "Save"

Switch back to the Xero Webhooks tab

Click "Send 'Intent to receive'", this will make Xero trigger a few messages to your Salesforce Org via the Site that you created, using the Webhook Key that you copied into Salesforce.