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D365 to Xero Integration

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Posted on by Hemant Kumar Sahu

1,825

Hello Support,

I am trying to access Xero APIs in plugin, Could you please help/guide me how to get the access token in a non-web application using OAuth2.0 authentication approach.

I am trying to get an access token, to get access token we need a code,I am not sure how to get the code or initialize it as I haven't found any details to get the code, the below is the url I am following

github.com/.../oauth2

XeroConfiguration xconfig = new XeroConfiguration();

xconfig.ClientId = "yourClientId";
xconfig.ClientSecret = "yourClientSecret";
xconfig.CallbackUri = new Uri("https://localhost:5001") //default for standard webapi template
xconfig.Scope = "openid profile email files accounting.transactions accounting.contacts offline_access";

var client = new XeroClient(xconfig);

//before getting the access token please check that the state matches
//********************************
await client.RequestAccessTokenAsync(code, "yourState");

//from here you will need to access your Xero Tenants
List<Tenant> tenants = await client.GetConnections();

// you will now have the tenant id and access token
foreach (Tenant tenant in tenants)
{
// do something with your tenant and access token
//client.AccessToken;
//tenant.TenantId;
}

Many thanks in advance
Hemant

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MichaelTomar 65 on at

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RE: D365 to Xero Integration

Hi, there are different ways to integrate D365 to Xero, I chose a simple method for myself that does not require coding, a free option is available, try the tool Skyvia
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Community Member Microsoft Employee on at

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RE: D365 to Xero Integration

Hi Hemant,

If you are still stuck with the issue, I'll suggest please have a look at the link below. We have a Connector that helps in a smooth integration between Xero and Dynamics 365 CRM.

Link: www.solzit.com/.../
Hemant Kumar Sahu 1,825 on at

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RE: D365 to Xero Integration

Hi Shahzad,

The below step you need to follow:

1)Generate Code, providing below details, paste the URL in browser, it will be manual process for the first time

login.xero.com/.../authorize openid profile email accounting.transactions accounting.contacts accounting.contacts.read accounting.settings&state=1264

This will give code as query string, store it in your system.

2)Generate Token

Call the below API:

identity.xero.com/.../token

In your code, you are missing below components:

So your code should look like:

private static async Task<string> GetAccessToken()

{

string accessToken = null;

string refresh_token = null;

string baseUrl = "identity.xero.com/.../token

string clientId = "client_id";

string clientSecret = "client_secrete";

var plainText =ClientID:ClientSecret;

var encodedText = Base64Encode(plainText);

using (var client = new HttpClient())

{

client.BaseAddress = new Uri(baseUrl);

// We want the response to be JSON.

client.DefaultRequestHeaders.Accept.Clear();

    string _ContentType = "application/x-www-form-urlencoded";
client .DefaultRequestHeaders.Add("authorization", "Basic " + encodedText);
client .DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue(_ContentType));

// Build up the data to POST.

List<KeyValuePair<string, string>> postData = new List<KeyValuePair<string, string>>();

postData.Add(new KeyValuePair<string, string>("grant_type", "authorization_code"));

postData.Add(new KeyValuePair<string, string>("code", "Code that you get at step 1"));

postData.Add(new KeyValuePair<string, string>("redirect_uri", "redirect_uri"));

   var req = new HttpRequestMessage(HttpMethod.Post, "">identity.xero.com/.../token") { Content = new FormUrlEncodedContent(postData) };
var response = cl.SendAsync(req).Result;
            var stream = response.Content.ReadAsStringAsync();
            if (response.IsSuccessStatusCode)
            {
                var customerJsonString = response.Content.ReadAsStringAsync();

object responseData = JsonConvert.DeserializeObject(jsonString);

// return the Access Token.

accessToken = ((dynamic)responseData).access_token;

refresh_token = ((dynamic)responseData).refresh_token;

}

return accessToken;

}

Keep, the refresh token saved, and next time you need to the same API and change the header
postData.Add(new KeyValuePair<string, string>("grant_type", "refresh_token")
postData.Add(new KeyValuePair<string, string>("refresh_token", "refreshtoken"));

Hope this helps you.

Regards
Hemant
Shahzad Sarang VZS 45 on at

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RE: D365 to Xero Integration

Hi Hemant,

Following is the code i am using but it gives a dialog for user id and password to generate token. whereas i need to generate token in the background so that i can run WebApi requests

private static async Task<string> GetAccessToken()

{

string accessToken = null;

string refresh_token = null;

string baseUrl = "identity.xero.com/.../token

string clientId = "client_id";

string clientSecret = "client_secrete";

using (var client = new HttpClient())

{

client.BaseAddress = new Uri(baseUrl);

// We want the response to be JSON.

client.DefaultRequestHeaders.Accept.Clear();

client.DefaultRequestHeaders.Accept.Add(new MediaTypeWithQualityHeaderValue("application/json"));

// Build up the data to POST.

List<KeyValuePair<string, string>> postData = new List<KeyValuePair<string, string>>();

postData.Add(new KeyValuePair<string, string>("grant_type", "refresh_token"));

postData.Add(new KeyValuePair<string, string>("client_id", clientId));

postData.Add(new KeyValuePair<string, string>("client_secret", clientSecret));

postData.Add(new KeyValuePair<string, string>("scopes", "openid profile email accounting.transactions offline_access"));

postData.Add(new KeyValuePair<string, string>("state", "123"));

FormUrlEncodedContent content = new FormUrlEncodedContent(postData);

// Post to the Server and parse the response.

HttpResponseMessage response = await client.PostAsync("Token", content);

string jsonString = await response.Content.ReadAsStringAsync();

object responseData = JsonConvert.DeserializeObject(jsonString);

// return the Access Token.

accessToken = ((dynamic)responseData).access_token;

refresh_token = ((dynamic)responseData).refresh_token;

//Console.WriteLine("refresh_token: " + refresh_token);

//Console.WriteLine("accessToken: " + accessToken);

GetInvoice(accessToken);

}

return accessToken;

}
Hemant Kumar Sahu 1,825 on at

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RE: D365 to Xero Integration

Sure Shahzad, I will try to help you.

Please share your code if you can or share the error that you are getting with details.

Regards

Hemant
Shahzad Sarang VZS 45 on at

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RE: D365 to Xero Integration

Hi Hemant,

Good to know that it is sorted at your end. I am working through multiple example codes but unable to authenticate Web API requests to Xero via dynamics custom workflow using OAuth2.0

Let me know if you can help in this regards.

Shahzad
Hemant Kumar Sahu 1,825 on at

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RE: D365 to Xero Integration

Hi Shahzad,

Yes, I managed it to work for me. Please do let me what issue are you getting?

Regards

Hemant
Shahzad Sarang VZS 45 on at

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RE: D365 to Xero Integration

Hi Hemant,

I am also stuck with authentication for my Xero integration. Has there been any luck for you to resolve, would appreciate if you can share or guide.

Regards
Hemant Kumar Sahu 1,825 on at

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RE: D365 to Xero Integration

Thanks Mehdi for quick response.

I agree with you, we cant use the external dlls within sandbox but we can make REST API calls.

But currently I am strugglung with authetication, and not able to get access token to make connection with XERO.

Thanks
Hemant
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meelamri 13,204 User Group Leader on at

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RE: D365 to Xero Integration

Hi,

There are some restrictions in CRM Online:

You cannot access any other DLL’s

You cannot call any webservices from within a sandboxed plugin

Please check:

community.dynamics.com/.../understanding-plugin-sandbox-mode

An alternative way is to deploy your plugin as an Azure Function.