Introduction

Tagrain Xero Integration Plugin is a software module that seamlessly integrates Tagrain with Xero and allows retailers to further extend the capabilities of their TAGRAIN edition. It allows them to post their sales, sale refunds, payments, cash ins, cash outs, floating expenses, and till variance from Tagrain to Xero. This helps them ease their accounting procedures and reduce the need for double-data-entry. The retailer needs to activate the “Tagrain Xero Integration” Plugin in Tagrain to integrate Shopify with Tagrain.

Prerequisite

The retailer needs to have a valid account on the Xero portal. 

Steps to procure the Client Identifier and the Client secret 

Once the retailer has purchased and activated the Plugin, he is required to input some settings for his Tagrain Xero Integration Plugin.  To achieve this, he needs to click on the “Settings'' button on the Tagrain Xero Integration Plugin Tile. He will be redirected to the “OneEnterprise Sign In '' page and would be prompted to enter his email address and password for the OneEnterprise portal. 

Note: In case the retailer does not have an account on One Enterprise, he can create one on this screen by clicking on the option “Don’t have an account. Register”.  

The retailer needs to supply his email address and the password for OneEnterprise and click the “Login” button. This will bring up the “OneEnterprise” dashboard page. On the One Enterprise dashboard page he will see all his recent solutions listed including his Tagrain-Xero solution. Before he clicks on the “Set It Up” button he needs to ensure that he has the following piece of information handy. 

• The Client Identifier

• The Client Secret

Steps to procure the client identifier and the client secret from Xero

The steps to procure the information above, is explained in the section below: 

Step 1. The retailer needs to log into his Xero Developer Portal page by using his Xero account email address and Xero account password. 

Note: In case the retailer does not have an account on Xero portal, he needs to create one. Bring up the “Xero Log in Page” and click on the “Try Xero for Free” button, to create an account on the Xero portal page.  

Step 2. The retailer needs to supply the 6-digit code from his authenticator app and click on the “Continue” button. 

Note: Upon registering with Xero Developer account, it mandates you to enable two factor authentication. 

Step 3. On the Xero developer “Home Page” click on the “My Apps” tab. A message will be displayed on the screen “You haven’t added any apps yet. Add an app to get started”.  

Step 4. Click on the “New App” button. This will bring up the “Add a new app” screen.  Fill in the required information, including the mandatory fields (*) on the “Add a new App” screen. The fields are explained below:

Name: 

This is a text field. Enter “Tagrain” as the app name. 

Integration Type:

Please select the “Web” app. Only this option will get you a unique Client ID and Client Secret needed for the Tagrain and Xero integration on OneEnterprise.

Company or Application URL:

This is a text field. Enter https://<your business name>.tagrain.net as your company or application URL.

Privacy policy URL: 

This is a text field. You need to specify your privacy policy URL. However, this field is optional.

Terms & Conditions URL:  

This is a text field. You need to specify your terms & conditions URL. However, this field is optional.

Redirect URI: 

This is a text field. Enter https://cloudmanager.oneenterprise.com/oAuth2CallBack link in this field.

Step 5. Once you have filled in the required information, you need to click on the “Create App” button. The application will redirect you to the “App details” page. This screen displays information critical to your deployment like the Company or Application URL, Privacy Policy URL, Terms and Condition URL, and the Referral ID. 

Step 6. Click on the Configurations hyperlink to open the “Configuration” page. This page contains the “Client ID” and the “Client Secret”. The Client Secret is private and confidential and should be treated as such. 

Note: The best practice is to save the settings displayed on this page and store it on a network drive accessible only to the administrators or the manager. The Client Secret is private and confidential. It should not be shared.

Step 7. Click the “Test” button to validate the Client Identifier and the Client Secret that you have supplied under the “System Information Details” box. It would bring up the authorization screen. 

Step 8. Click on the grant authorization button. This is important for a hassle-free Tagrain Xero integration.