Set up a Xero connector

C1 provides identity governance for Xero. Integrate your Xero instance with C1 for unified visibility and governance over user access.

Capabilities

Resource	Sync	Provision
Accounts
Organizations
Roles

Gather Xero credentials

Configuring the connector requires you to pass in credentials generated in Xero. Gather these credentials before you move on.

A user with the ability to create a Xero app for your organization must perform this task.

Create a Xero web app and generate credentials

1. Log into developer.xero.com and click New app.

2. In the Add a new app form, give the app a name, such as “C1” and select Web app.

3. Enter https://developer.xero.com in the Company or application URL field.

4. Enter https://localhost:8080 in the Redirect URI field.

5. Click Create app.

6. The new app opens. In the navigation panel on the left, click Configuration.

7. Carefully copy and save the app’s Client ID.

8. Click Generate a secret.

9. Carefully copy and save the Client secret.

Done. Next, move on to the connector configuration instructions.

Configure the Xero connector

To complete this task, you’ll need:

• The Connector Administrator or Super Administrator role in C1
• Access to the set of Xero credentials generated by following the instructions above

Cloud-hosted

Follow these instructions to use a built-in, no-code connector hosted by C1.

Due to limitations in Xero’s regional availability for custom integration development, C1 cannot provide a cloud-hosted Xero connector.

Self-hosted

Follow these instructions to host and run the Xero connector in your own environment.

When running in service mode on Kubernetes, a self-hosted connector maintains an ongoing connection with C1, automatically syncing and uploading data at regular intervals. This data is immediately available in the C1 UI for access reviews and access requests.

Resources

• GitHub repository: Access the source code, report issues, or contribute to the project.

Step 1: Set up a new Xero connector

1. In C1, navigate to Apps > Connectors and click Add connector.

2. Search for Baton and click Add.

3. Choose where to add the connector: Create a new app, or Add to an existing app (then select the app).

   If you’re creating a new app, choose whether to link it to an application discovered from your identity provider: select Yes and pick the IdP application, or No to continue with just the connector.

4. Set the connector’s Name and, optionally, a Description.

5. Click the pencil icon next to Owners to choose who can configure and manage this connector.

6. Click Add. The connector is created and its configuration page opens.

7. In the Settings area of the page, click Edit.

8. Click Rotate to generate a new Client ID and Secret.

   Carefully copy and save these credentials. We’ll use them in Step 2.

Step 2: Create Kubernetes configuration files

Create two Kubernetes manifest files for your Xero connector deployment:

Secrets configuration

# baton-xero-secrets.yaml
apiVersion: v1
kind: Secret
metadata:
  name: baton-xero-secrets
type: Opaque
stringData:
  # C1 credentials
  BATON_CLIENT_ID: <C1 client ID>
  BATON_CLIENT_SECRET: <C1 client secret>
  
  # Xero credentials
  BATON_XERO_CLIENT_ID: <Xero app client ID>
  BATON_XERO_CLIENT_SECRET: <Xero app client secret>

See the connector’s README or run --help to see all available configuration flags and environment variables.

Deployment configuration

# baton-xero.yaml
apiVersion: apps/v1
kind: Deployment
metadata:
  name: baton-xero
  labels:
    app: baton-xero
spec:
  selector:
    matchLabels:
      app: baton-xero
  template:
    metadata:
      labels:
        app: baton-xero
        baton: true
        baton-app: xero
    spec:
      containers:
      - name: baton-xero
        image: public.ecr.aws/conductorone/baton-xero:latest
        imagePullPolicy: IfNotPresent
        env:
        - name: BATON_HOST_ID
          value: baton-xero
        envFrom:
        - secretRef:
            name: baton-xero-secrets

Step 3: Deploy the connector

1. Create a namespace in which to run C1 connectors (if desired), then apply the secret config and deployment config files.

2. Check that the connector data uploaded correctly. In C1, click Apps. On the Managed apps tab, locate and click the name of the application you added the Xero connector to. Xero data should be found on the Entitlements and Accounts tabs.

Done. Your Xero connector is now pulling access data into C1.