README

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Laravel package for working with the Xero API

Watch a video walkthrough https://www.youtube.com/watch?v=sORX2z-AH1k

Xero API documentation can be found at: https://developer.xero.com/documentation/

Before you can integrate with Xero you will need to create an app, go to https://developer.xero.com/myapps to register a new app.

For the grant type select, Auth code (web app)

For OAuth 2.0 redirect URI enter the full URL you want to use for connection to Xero from your application such as https://domain.com/xero/connect

Install

You can install the package via composer:

composer require dcblogdev/laravel-xero

Config

You can publish the config file with:

php artisan vendor:publish --provider="Dcblogdev\Xero\XeroServiceProvider" --tag="config"

Encrypt Tokens at rest

You can enable token encryption at rest by setting the following in your .env file:

XERO_ENCRYPT=true

this will use the native Laravel Crypt library to ensure the tokens are encrypted at rest.

Migration

You can publish the migration with:

php artisan vendor:publish --provider="Dcblogdev\Xero\XeroServiceProvider" --tag="migrations"

After the migration has been published you can create the tokens tables by running the migration:

php artisan migrate

.ENV Configuration Ensure you've set the following in your .env file:

XERO_CLIENT_ID=
XERO_CLIENT_SECRET=
XERO_REDIRECT_URL=https://domain.com/xero/connect
XERO_LANDING_URL=https://domain.com/xero
XERO_WEBHOOK_KEY=

Middleware

To restrict access to routes only to authenticated users there is a middleware route called XeroAuthenticated

Add XeroAuthenticated to routes to ensure the user is authenticated:

Route::group(['middleware' => ['web', 'XeroAuthenticated'], function()

To access token model reference this ORM model:

use Dcblogdev\Xero\Models\XeroToken;

Multi-tenancy

To set the tenant call setTenantId and pass in your tenant_id

Once set all calls will use the set tenant.

setTenantId($tenant_id)

Commands

Refresh Token

When using Xero as a background process, tokens will need to be renwed, to automate this process use the command:

php artisan xero:keep-alive

This will refresh the token when its due to expire. Its recommended to add this to a schedule ie inside App\Console\Kernal.php add the command to a schedule.

protected function schedule(Schedule $schedule)
{
    $schedule->command('xero:keep-alive')->everyFiveMinutes();
}

Usage

A routes example:

Route::group(['middleware' => ['web', 'auth']], function(){
    Route::get('xero', function(){

        if (! Xero::isConnected()) {
            return redirect('xero/connect');
        } else {
            //display your tenant name
            return Xero::getTenantName();
        }

    });

    Route::get('xero/connect', function(){
        return Xero::connect();
    });
});

Or using a middleware route, if the user does not have a token then automatically redirect to get authenticated:

Route::group(['middleware' => ['web', 'XeroAuthenticated']], function(){
    Route::get('xero', function(){
        return Xero::getTenantName();
    });
});

Route::get('xero/connect', function(){
    return Xero::connect();
});

Once authenticated you can call Xero:: with the following verbs:

Xero::get($endpoint, $array = [])
Xero::post($endpoint, $array = [])
Xero::put($endpoint, $array = [])
Xero::patch($endpoint, $array = [])
Xero::delete($endpoint, $array = [])

The second param of array is not always required, its requirement is determined from the endpoint being called, see the API documentation for more details.

These expect the API endpoints to be passed, the URL https://api.xero.com/api.xro/2.0/ is provided, only endpoints after this should be used ie:

Xero::get('contacts')

Is Connected

Anytime you need to check if Xero is authenticated you can call a ->isConnected method. The method returns a boolean.

To do an action when a Xero is not connected can be done like this:

if (! Xero::isConnected()) {
    return redirect('xero/connect');
}

Disconnect

To disconnect from Xero call a ->disconnect() method.

The disconnect will send a POST request to Xero to revoke the connection, in addition, the stored token will be deleted.

Xero::disconnect();

Typically you only want to run this is there is a connection, so it makes sense to wrap this in a ->isConnected() check:

if (Xero::isConnected()) {
    Xero::disconnect();
}

Contacts

Xero provides a clean way of working with Xero contacts.

To work with contacts first call ->contacts() followed by a method.

Xero::contacts()

List Contacts

To list contacts call the contacts()->get() method.

Xero docs for listing contacts - https://developer.xero.com/documentation/api/contacts#GET

The optional parameters are $page and $where. $page defaults to 1 which means being back on the first page, for additional pages enter higher page numbers until there are no pages left to return. The API does not offer a count to determine how many pages there are.

Xero::contacts()->get(int $page = 1, string $where = null)

$where allows for filter options to be passed, the most common filters have been optimised to ensure performance across organisations of all sizes. We recommend you restrict your filtering to the following optimised parameters.

Filter by name:

Xero::contacts()->get(1, 'Name="ABC limited"')

Filter by email:

Xero::contacts()->get(1, 'EmailAddress="email@example.com"')

Filter by account number:

Xero::contacts()->get(1, 'AccountNumber="ABC-100"')

View Contact

To view a single contact a find method can be called passing in the contact id

Xero::contacts()->find(string $contactId)

Create Contacts

To create a contact call a store method passing in an array of contact data:

See https://developer.xero.com/documentation/api/contacts#POST for the array contents specifications

Xero::contacts()->store($data)

Update Contact

To update a contact 2 params are required the contact Id and an array of data to be updated:

See https://developer.xero.com/documentation/api/contacts#POST for details on the fields that can be updated.

Xero::contacts()->update($contactId, $data);

Invoices

Xero provides a clean way of working with Xero invoices.

To work with invoices first call ->invocies() followed by a method.

Xero::invoices()

List Invoices

To list invoices call the invoices()->get() method.

Xero docs for listing invoices - https://developer.xero.com/documentation/api/invoices#get

Xero::invoices()->get(int $page = 1, string $where = null)

Filter by status:

Xero::invoices()->get(1, 'Status="AUTHORISED"')

Filter by contact id:

Xero::invoices()->get(1, 'Contact.ContactID=guid("96988e67-ecf9-466d-bfbf-0afa1725a649")')

Filter by contact number

Xero::invoices()->get(1, 'Contact.ContactNumber="ID001"')

Filter by reference

Xero::invoices()->get(1, 'Reference="INV-0001"')

Filter by date

Xero::invoices()->get(1, 'Date=DateTime(2020, 01, 01)')

Filter by type

Xero::invoices()->get(1, 'Type="ACCREC"')

View Invoice

To view a single invoice a find method can be called passing in the invoice id

Xero::invoices()->find(string $invoiceId)

Online Invoice

For invoices created that have a status of either Submitted, Authorised, or Paid an online invoice can be seen by calling onlineUrl passing in the invoiceId

Xero::invoices()->onlineUrl($invoiceId)

Create Invoice

To create a invoice call a store method passing in an array of invoice data:

See https://developer.xero.com/documentation/api/invoices#post for the array contents specifications

Xero::invoices()->store($data)

Update Invoice

To update an invoice 2 params are required the invoice Id and an array of data to be updated:

See https://developer.xero.com/documentation/api/invoices#post for details on the fields that can be updated.

Xero::invoices()->update($invoiceId, $data);

PDF resources

Some Xero resources support being downloaded as PDF. To do this you can:

$pdfInvoice = Xero::get("invoices/{$invoiceId}", null, true, 'application/pdf');
$pdfInvoice['body']; // will be the pdf as a pdf string for you to write out to storage etc.

Change log

Please see the changelog for more information on what has changed recently.

Contributing

Contributions are welcome and will be fully credited.

Contributions are accepted via Pull Requests on Github.

Pull Requests

Document any change in behaviour - Make sure the readme.md and any other relevant documentation are kept up-to-date.
Consider our release cycle - We try to follow SemVer v2.0.0. Randomly breaking public APIs is not an option.
One pull request per feature - If you want to do more than one thing, send multiple pull requests.

Security

If you discover any security related issues, please email dave@dcblog.dev email instead of using the issue tracker.

License

license. Please see the license file for more information.

dcblogdev / laravel-xero

Maintainers

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