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Connecting Xero

Connecting Xero to Drata allows you to perform access reviews.

Jane Baik avatar
Written by Jane Baik
Updated over a week ago

Connecting Xero to Drata allows you to perform access reviews. You can review which users have access to Xero, their roles, and their permission-levels.

Connect to Xero

  1. Log in to Xero as an Administrator and go to this URL: https://developer.xero.com/app/manage/.

  2. On Xero, select your custom connection app and Configuration to get your client ID and client secret.

    • To make your custom connection app in Xero, refer to Custom Connections. After retrieving your client ID and client secret for your new custom connection (which is step 4 in the article referred previously), you can go back to the Xero connection drawer to enter your client ID and client secret.

  3. On Xero, under Connection, copy the client ID and client secret and paste the information in the Xero connection drawer.

Xero Connection drawer:

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