› Configuration › Connections › Connection Definition

Connection Definition

Before adding or re-authorizing a connection, we recommend you to log in to your Xero account using your web browser to ensure your login is current and any 2FA prompts are accepted. The login can take long, so log in before working with a connection in PSIcapture to prevent timeouts.

  1. Enter a display name to identify the connection.
  2. Enter the Xero client ID.

    The Xero client ID is the ID captured when configuring PSIcapture on the Xero Developer website.

  3. The application URL and port should match the redirect URL specified when configuring PSIcapture on the Xero website.

    See Connecting to Xero.

  4. Click the Authorize button.

    Your default web browser appears.

  5. In the web browser, click the Allow Access button to approve the connection.

    After a few seconds, you can view the access information, and PSIcapture displays a message box reporting a successful connection.

    PSIcapture may be hidden by the browser window. Do not close the web browser until the message box is displayed. The maximum wait time is 90 seconds before the attempt times out.

    Once authorized, the Tenant field displays a list of companies.

  6. Close the web browser window.
  7. Select the appropriate company from the Tenant field and click the Save button.

    You now have a connection that can be used in other areas of PSIcapture.

    If you receive an "invalid grant" error for a connection, Edit the connection and click the Authorize button to re-authorize the connection.