JOEL LIPMAN Systems / Automation / AI
All notes

Zoho Deluge / 28 Mar 2020

Zoho Deluge - Connect to Xero API

16010 reads Joel Lipman
Zoho Deluge - Connect to Xero API

What

This is an article to document a standalone function which generates an access token from within Zoho CRM so you can access your Xero instance. There are 3rd-party API libraries and SDKs out there but as usual with financial technologies (fintech), I don't trust them. Here's how to do it in pure Deluge with a Zoho CRM...

Why

It is quite a common request so I'm using this article to refine a generic method of connecting to any client's Xero. The aim is to have a function that initializes a valid connection and then append code to do what we want to do in Xero such as synchronizing invoices or contacts.

How

So the key thing to remember here is that a Refresh Token in Xero expires immediately after use. You use a Refresh Token to generate a new Access Token which can be reused over the next 30 minutes. In the response, you will also get a new Refresh Token which you should store away for later use when you want to generate...

Member access

Protected solution note

This article contains commercially sensitive implementation detail.

Continue exploring

More in Zoho Deluge

View category

Discussion

Comments

Questions, corrections and useful additions are reviewed before appearing here.

No comments yet. Start the discussion.

Credit where Credit is Due:

Feel free to copy, redistribute and share this information. All that we ask is that you attribute credit and possibly even a link back to this website as it really helps in our search engine rankings.

Disclaimer: Please note that the information provided on this website is intended for informational purposes only and does not represent a warranty. The opinions expressed are those of the author only. We recommend testing any solutions in a development environment before implementing them in production. The articles are based on our good faith efforts and were current at the time of writing, reflecting our practical experience in a commercial setting.

Thank you for visiting and, as always, we hope this website was of some use to you!

Kind Regards,
Joel Lipman
www.joellipman.com

Professional development

Technical training

Certifications and courses that form part of my background in systems, databases and automation.

Certification provider

Zoho

  • Zoho Deluge Certified Developer
  • Zoho Creator Certified Developer - Associate Level Certification
  • Zoho CRM Developer
Training provider

Quanta Training

  • Oracle SQL (Advanced) and PL/SQL
  • Windows 2003 Server Administration
  • Windows 2000/2003 Server Networking
  • SQL Server Essentials
  • SQL Server 2005 Administration
Training provider

Deverill Ltd

  • Microsoft Tools for Business Intelligence
  • Implementing & Maintaining MS SQL Server 2008 Integration Services

Working principle

Part of Something Bigger

My work sits within a wider delivery team at Ascent Business Solutions, recognised as a leading Zoho Premium Solutions Partner in the United Kingdom. Clients are supported by a team rather than an individual, covering everything from small technical fixes through to full Zoho CRM migrations and complex implementations. The team I manage focuses on API integrations between Zoho and platforms such as Xero, Shopify, WooCommerce and eBay, solving problems that are often undocumented or previously unsuccessful. Outcomes are measured in practical terms, including improved efficiency, scalable systems and clear returns, from helping new ventures grow into six-figure monthly operations to delivering rapid gains through streamlined payments and automated, data-driven processes.

27 Years in IT
1021 CRM clients
810 Site articles
29.7m+ Reads / hits