@extends('layouts.main') @section('title', 'Create Xero Accounting Notebook — Prolytics Connect') @section('styles') @endsection @section('content')
{{-- Page header --}}
Back

Create Xero Accounting Notebook

Extract Xero Accounting data to your Microsoft Fabric Lakehouse
{{-- OAuth success flash --}} @if(session('xero_connected')) @endif @if($errors->has('xero')) @endif {{-- Step progress --}}
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{{-- Wizard card --}}
{{-- ── Step 1: Xero Connection ─────────────────────────── --}}
Step 1 — Xero Connection

Select an existing connection or authorise a new Xero organisation.

{{-- Before-you-begin callout --}}
Before you begin — register the redirect URI
  1. Go to developer.xero.com/app/manage and create a free OAuth2 app.
  2. Under Redirect URIs, add exactly the URL below.
  3. Copy the Client ID and Client Secret from the app — you'll need them in the form below.
{{ config('xero.redirect_uri') }}
Trial and Demo Company accounts work fine. The Demo Company at developer.xero.com never expires and is ideal for testing.
@if($connections->isNotEmpty()) {{-- Existing connections --}}
@foreach($connections as $conn)
{{ $conn->tenant_name }}
{{ $conn->name }}
@endforeach
— or connect a new Xero organisation —
@endif {{-- New connection form --}}
Connect New Xero Organisation
@csrf
Client credentials are encrypted at rest and never exposed in logs or API responses.
{{-- ── Step 2: Configuration ───────────────────────────── --}}
Step 2 — Configuration
Lakehouse tables will be prefixed with
@if($selectedWorkspaceId) Workspace set from context. @else @if($workspaces->isEmpty()) No Fabric-linked workspaces found. Please create one first. @endif @endif
Incremental
Only new / changed records (recommended)
Full Reload
Replace all data on every run
How far back to fetch on the very first incremental load.
{{-- ── Step 3: Verify Connection ───────────────────────── --}}
Step 3 — Verify Connection & Discover Entities

Click Verify & Discover to probe each Xero endpoint and check which data your organisation can access with the granted scopes.

{{-- ── Step 4: Entity Selection ────────────────────────── --}}
Step 4 — Select Entities

Only entities accessible with your Xero connection are shown. Greyed-out items were blocked (403) or unavailable (404) for your organisation.

Complete connection verification in Step 3 to see available entities.
{{-- ── Step 5: Schedule ────────────────────────────────── --}}
Step 5 — Schedule

Configure when the notebook should run automatically in Fabric.

{{-- ── Step 6: Review & Create ─────────────────────────── --}}
Step 6 — Review & Create
Xero Connection
Name
Table Prefix
Workspace
Load Type
Entities
Schedule
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@endsection @section('scripts') @endsection