This guide details how to purchase the Custom Connection subscription for Xero and invite Webtron to manage the connection, enabling us to connect your Xero account to our Invoicing Compatibility Module inside Vendor+.
This is an essential step for Invoicing through Xero, but if you’re unsure at any point or would like assistance with setting up your Xero account, contact us at support@webtronoa.com.
Create a Xero Account (if you don’t already have one).
Before following this guide, if you haven’t done so already you’ll need to set up a Xero account. To do this, follow this link to Create a Xero Account: https://www.xero.com/au/signup/
Third Party Service (Paid) – Please Note, the Grow plan in Xero is required to use the Webtron Xero Compatibility Module. The tier below Grow, Ignite, limits sendable Invoices to 20 per month.
Step 1 – Purchasing the ‘Custom Connections’ Subscription in Xero.
The Custom Connection gives Webtron access to the APIs necessary to connect Xero to Webtron.
As of March 2025, 1 Custom Connection is an AUD$10 per month subscription.
Follow this link to the Custom Connection page: https://connect.xero.com/custom. (You may be prompted to log in to your Xero account if you aren’t already, if you land on the Xero Dashboard Home page after that, click on the link again)
Then, click the blue ‘Buy Custom Connection’ button.
Xero will now open the checkout menu, under Plan selection, click the white ‘Select plan’ button.
Then click the blue ‘Confirm plan’ button on the right-hand side of the page.
Xero will now request your Billing details, enter in your Company name, Email address and Address Details.
After filling out the Billing details form, click the blue ‘Go to Payment’ button on the right-hand side of the page.
Enter in valid Credit Card Details (if they don’t already auto-fill), this Credit Card will be charged monthly.
After enter your Payment details, click the blue ‘Pay Now’ button on the right-hand side of the page.
You’ll now see the Payment confirmed tick, and below that click on the blue ‘Go to Xero Custom Connections’ button.
Step 2 – Adding Webtron as a Collaborator.
Webtron Setup Assist – As part of our commitment to Technical Support, we’ll run robust tests and verify your Xero connection is acting exactly as you need it to. To this end, we’ll need temporary access to your Xero account, but once the setup and testing phase is complete, you can remove us from your Xero Users list.
After you’ve purchase the Custom Connection, look to the top left of the page and click on the blue ‘Organisation Settings’ link (located under your Company Name).
Inside your Organisation settings, click on the blue ‘Users’ link (second option from the top, inside the left-hand column).
Once inside your Current users list, click the blue ‘Invite a user’ button on the right-hand side.
Add a First Name and Last Name (we recommend using Webtron Support). Then add this Email Address:administrator@webtron.com.au.
Exact Formatting Required – Please ensure you copy and paste the administrator@webtron.com.au email address and double-check it appears identical between here and the Xero Email field.
Scroll down the page and under the Permissions list, tick the checkbox next to ‘Business and Accounting’.
Then look to the bottom-right corner of the page, and click the blue ‘Send Invite’ button.
You should then be returned to the Users page, with 1 pending invitation.
Notify Webtron – We’ll receive an email invitation to join your Xero account, but just in case, we recommend sending us an email at support@webtronoa.com letting us know you’ve sent the invite, as the invitation will expire after 12 hours.
Step 4 – Setup Webtron with Developer Access to enable us to connect Xero to Webtron (via Vendor+).
Webtron Setup Assist – If you find the next steps difficult or would like us to walk you through this process, either by TeamViewer Remote Control or Google Meet, send us an email at support@webtronoa.com, we’d be more than happy to arrange a time to help you.
Click ‘Login’ (it should log you in automatically. If not, you’ll just need to log in with your existing Xero account details).
You’ll next land on the Xero Developer home page, if you don’t land on the My app page, click My app in the top bar, then click on the blue ‘New App’ button at the centre of your screen (or the same option at the top-right).
A pop-up panel will appear, in the App Name field, enter your Business Name with ‘Invoicing’ at the end (e.g. Webtron Invoicing).
Next, below the App name field, inside the Integration type section, tick the ‘Custom Connection’ checkbox.
Then, in the Company or application URL field, type out or copy and paste this link: https://vendor.plus
Lastly, tick the “I have read and agree to the Xero Developer Platform Terms & Conditions” checkbox.
Then, click the blue ‘Create App’ button at the bottom-right of the panel.
You’ll now land on the App Configuration menu. Look to the left-hand side of the page and click the ‘Collaborators’ option.
Then at the top-right of the Collaborators page, click the blue ‘Invite Collaborator’ button.
Leave the Role set to ‘Standard‘, then click the blue ‘Send email invitation’ button at the bottom-right of the panel.
After the pop-up panel disappears, look to the left-hand side of the screen, and click the ‘Configuration’ option.
Look to the centre of your screen, inside the Authorisation section, under Scopes, click on the ‘No scopes selected’ drop-down.
Tick all the boxes starting with ‘accounting’, from ‘accounting.transactions‘ to ‘account.attachments.read‘.
Then, click the blue ‘Save and connect’ button at the top-right of the page.
An authorisation email will now be sent to administrator@webtron.com.au, and we can now begin setting up the Xero Module in Vendor+.
We’ll now connect and test the module, then organise a training session to run you through how to use Vendor+ to Generate your Xero Invoices.
Webtron Setup Assist – after we click the Authorisation link, the Configuration page will say Connected, but we recommend letting us know as soon as you click Save and connect, as the Authorisation link will expire after 12 hours. We’ll be in touch if there are any issues with the link.
Confirm Subscription before Authorization – we will be unable to accept and connect your Custom Connection if your Xero is not already subscribed to the Grow plan. If you aren’t already subscribed to Xero’s Grow plan, you may need to repeat Steps 3 and 4.
Setting up a new Xero Custom Connection
This guide details how to purchase the Custom Connection subscription for Xero and invite Webtron to manage the connection, enabling us to connect your Xero account to our Invoicing Compatibility Module inside Vendor+.
This is an essential step for Invoicing through Xero, but if you’re unsure at any point or would like assistance with setting up your Xero account, contact us at support@webtronoa.com.
Create a Xero Account (if you don’t already have one).
Before following this guide, if you haven’t done so already you’ll need to set up a Xero account. To do this, follow this link to Create a Xero Account: https://www.xero.com/au/signup/
Third Party Service (Paid) – Please Note, the Grow plan in Xero is required to use the Webtron Xero Compatibility Module. The tier below Grow, Ignite, limits sendable Invoices to 20 per month.
Step 1 – Purchasing the ‘Custom Connections’ Subscription in Xero.
Step 2 – Adding Webtron as a Collaborator.
Webtron Setup Assist – As part of our commitment to Technical Support, we’ll run robust tests and verify your Xero connection is acting exactly as you need it to. To this end, we’ll need temporary access to your Xero account, but once the setup and testing phase is complete, you can remove us from your Xero Users list.
Exact Formatting Required – Please ensure you copy and paste the administrator@webtron.com.au email address and double-check it appears identical between here and the Xero Email field.
Notify Webtron – We’ll receive an email invitation to join your Xero account, but just in case, we recommend sending us an email at support@webtronoa.com letting us know you’ve sent the invite, as the invitation will expire after 12 hours.
Step 4 – Setup Webtron with Developer Access to enable us to connect Xero to Webtron (via Vendor+).
Webtron Setup Assist – If you find the next steps difficult or would like us to walk you through this process, either by TeamViewer Remote Control or Google Meet, send us an email at support@webtronoa.com, we’d be more than happy to arrange a time to help you.
We’ll now connect and test the module, then organise a training session to run you through how to use Vendor+ to Generate your Xero Invoices.
Webtron Setup Assist – after we click the Authorisation link, the Configuration page will say Connected, but we recommend letting us know as soon as you click Save and connect, as the Authorisation link will expire after 12 hours. We’ll be in touch if there are any issues with the link.
Confirm Subscription before Authorization – we will be unable to accept and connect your Custom Connection if your Xero is not already subscribed to the Grow plan. If you aren’t already subscribed to Xero’s Grow plan, you may need to repeat Steps 3 and 4.