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Connect to Xero

Setup Explainer

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0. Prerequisite

Ensure you have

Xero Custom Connection⁠

setup first. This is free to try via the Xero Demo account but a paid service for connecting to an organization. For reference the cost of a custom connection in US as of writing is $5 per month (Feb 2026) During the configuration step you’ll need to allow the following scopes:

accounting.transactions

accounting.reports.tenninetynine.read

accounting.reports.read

accounting.settings

accounting.journals.read

accounting.budgets.read

accounting.transactions.read

accounting.contacts

accounting.contacts.read

assets

assets.read

files

files.read

projects

projects.read

accounting.attachments

accounting.attachments.read

accounting.settings.read

Once you setup the custom connection you’ll get a Client ID and Client Secret which you’ll need to enter in Coda.

1. Click Insert in the upper right of your Coda Doc

2. Search for “Xero” and select “Xero 2.0 by Amir Banihashemi”

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3. A new window will pop-up and we can click “Add to doc”

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4. Since this is our first time we want to select “Add New Account”

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You can always add the Xero Demo Company to test out feature with out impacting your organization

You can connect multiple Xero organizations

5. We are taken to the Xero Login Page where we enter our credentials

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6. Next, we need to give Xero Pack permission to integrate with our Xero organization.
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7. Finally, the last two pop-ups will ask who can view Xero data and who can edit the Xero data.

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9. Congratulations 🚀 We can now access all the wonderful building blocks Xero 2.0 Pack has to offer. Any time we need a new building block we can go to “Insert” or access them via the “/” command on a the canvas.
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Want to print your doc?
This is not the way.

Try clicking the ··· in the right corner or using a keyboard shortcut (

CtrlP

) instead.

Connect to Xero

Setup Explainer

0. Prerequisite

1. Click Insert in the upper right of your Coda Doc

2. Search for “Xero” and select “Xero 2.0 by Amir Banihashemi”

3. A new window will pop-up and we can click “Add to doc”

4. Since this is our first time we want to select “Add New Account”

You can always add the Xero Demo Company to test out feature with out impacting your organization

You can connect multiple Xero organizations

5. We are taken to the Xero Login Page where we enter our credentials

6. Next, we need to give Xero Pack permission to integrate with our Xero organization. ​⁠⁠

7. Finally, the last two pop-ups will ask who can view Xero data and who can edit the Xero data.

9. Congratulations 🚀 We can now access all the wonderful building blocks Xero 2.0 Pack has to offer. Any time we need a new building block we can go to “Insert” or access them via the “/” command on a the canvas. ​⁠⁠

6. Next, we need to give Xero Pack permission to integrate with our Xero organization.
⁠
⁠

9. Congratulations 🚀 We can now access all the wonderful building blocks Xero 2.0 Pack has to offer. Any time we need a new building block we can go to “Insert” or access them via the “/” command on a the canvas.
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