Test your Xero integration

Create a Xero Demo Company and successfully access its sandbox data through Codat's Xero integration

When you've set up your Xero integration, you're ready to test the authorization process by connecting a company to test data in Xero. Codat recommends that you do this before sending any Link URLs to your customers.

To test your integration, you'll need to:

• Set up a test company in the Codat Portal.
• Create a demo company in Xero.
• Generate a Link URL.
• Using Link, try out the process of connecting your test company to your demo company in Xero.

Prerequisites

Make sure that you've set up your Xero integration.

Create a demo Xero company

1. Log in to Xero using the credentials for your developer account.

2. Follow the instructions in Use the demo company to access or create a demo company.

Create a company and link it to Xero

Create a test company in the Codat Portal and connect it to your demo Xero company.

1. In the navigation bar, select Companies, then click New company.

2. Enter a name for your test company, such as xero-test, then click Add. Copy the Link URL for your test company.

3. Enter the Link URL into a browser. Link for your integration is displayed.

4. Follow the instructions in Link; make sure you select Xero as the integration to connect.

5. You might be asked to select an organization. Select the demo company you created in the preceding task, then click Allow access.

   

6. When you've completed all the steps in Link, you can close the browser tab or window.

Viewing test data from Xero in Codat

View test data from the Xero demo company in the Codat Portal.

1. Go to the Companies page and select the test company you created earlier and linked with Xero.

2. View the test data from Xero under the Accounting tab.

If you don't see any test data, you can check whether the sync completed successfully. From the Companies page, click Pull history. Also, check that the supported data types are set to Fetch on first link in Settings > Data types.

What's next?

Next, you might want to:

• Edit your sync settings to change which data types to pull from Xero.
• Try out the Push API to create or edit data within Xero.

Testing banking data in Xero

It's not possible to create banking transactions within Xero demo companies. To test this functionality, you'll need to sign up to a free trial or create a paid Xero organization.