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Xact Link for Act! and Xero Install & Setup Guide

Setup Wizard

The next step is to configure the link to work with Act! and Xero.

On the first startup of Act!, a Setup Wizard will appear to guide you through the configuration.

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Creating new link field

This step requires Act! admin privileges and requires a new field to be created. If the field does not exist the wizard will create one for you.

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If you have previously installed the link this field may already exist and you can simply choose it from the drop down list. The field is by default named "XeroLink".

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Note:

  • This field should be used exclusively by the link, do not use or modify the value of this field.
  • Creating the new field only needs to be done once; on reinstalling or upgrading the product the same field can/should be reused.

Click Next  to continue.

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Authentication Options

In this step we configure how the authentication is made.

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If you are evaluating the product leave the "Public authentication" selected and proceed to the next step, click Next .

If you have paid for the subscriptions, the next section will guide you on how to setup "Private Application"

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Private Application Setup

Private Application allows persistent connection to Xero and seamless integration between Act and Xero.

Note: Skip this section if you have not purchase the subscription.

Upon a successful purchase of the product subscription, a .zip file will be emailed to the registered subscriber's email address (contact support@xactsoftware.co.nz if you have not receive this email 24 hours after the purchase).  You will need to un-zip the files into a folder, if there are more than one users using Xero Link for Act! then make sure this folder is accessible by the other users. Take a note of this folder location for the following step.

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To setup private application you will need to register the application in Xero.

Follow these steps to set this up:

  1. Log in to http://app.xero.com using an internet browser
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  2. Click on My Applications
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  3. Click Add Application
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  4. Choose Private – just for use with my own organisation
    Enter Application Name: Xact Xero Link
  5. If you have more than one organisation in Xero select which one to use
  6. Choose Upload X509 certificate file (.cer)
  7. Click Browse and select the publickey.cer file. This file is included in the .zip file emailed to you upon purchasing the product subscription.
  8. Tick I have read and agree to the Xero Developer Platform.
  9. Click Save.

Xero will then supply a set of authentication keys (OAuth Credentials).

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Click Show to reveal the codes and use them to fill in the values in the Setup Wizard.
For quick and accurate copy, select the codes using mouse, right-click and Copy.

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  1. Copy and paste Consumer Key given from Xero to the Consumer key field in the Setup Wizard
  2. Copy and paste Consumer Secret given from Xero to the Consumer secret field in the Setup Wizard
  3. Browse for "public-privatekey.pfx".  This file is included in the .zip file emailed to you upon purchasing the product subscription.
  4. Leave Auto Connect ticked.

Click Next to complete setup.

Note: Setup Wizard can always be run at anytime, go to Tools - Xact Link for Xero - Tasks - Setup Wizard

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