For the standard sign up process: (Sign Up Here). The following documentation is appropriate to the standard sign up process for Xero: available here.
When using your Xero Email (as an SSO), the following information in this document should be of assistance.
The first part of this document details signing up to Tugger, using your Xero login email.
The second part details logging in after previously signing up.
If you wish to contact us for support, this can be done using: [email protected].
SSO Sign Up
To start the sign up process, click on the indicated Sign In with Xero.
This will take you to Xero's login page.
Note: if you don't have an existing Xero account, this process will not work.
Use your normal credentials that you use to sign in to Xero.
After entering the email you use to login into Xero and the associated password, click Login, both of which are indicated above.
Depending on if you have 2Factor enabled in Xero (or not as in the below image) you will need to either authenticate, setup or click 'Not Now'.
Note: Setting up 2Factor Authentication in Xero is beyond the scope of this document.
You should then be presented with the following screen
a) gives the details of the organisation; the example test account is displayed above.
b) is the user account information, again the example above is displayed.
Note: option 'a' and/or 'b' may not be displayed.
To continue with the process, Allow Access needs to actioned, as per the image.
This will return you to Tugger.
Here you will have to complete the sign-up process.
1. Fill in the details as appropriate.
2. For this option, choose 'Partner'.
3. This must be checked, providing you are happy with the T&Cs.
4. Submit when ready.
Once complete, the following screen is displayed.
Here you can add your first connector.
As indicated, 'Add Connector' displays in the available connectors. When ready, select the Xero connector.
The following document details with: adding a connector; setting up reports; publishing reports; and setting up users and workspaces within Power BI Service (Online).
You can now use the Xero Connector Setup Guide, available here - Setting Up a Xero Tug in Tugger and Importing into Power BI.
SSO Log In
To sign in, click on the indicated Sign In with Xero.
Use your normal credentials that you use to sign in to Xero.
After entering the email you use to login into Xero and the associated password, click Login, both of which are indicated above.
Depending on if you have 2Factor enabled in Xero (or not as in the below image) you will need to either authenticate, setup or click 'Not Now'.
Note: Setting up 2Factor Authentication in Xero is beyond the scope of this document.
You should then be presented with the following screen
a) gives the details of the organisation; the example test account is displayed above.
b) is the user account information, again the example above is displayed.
Note: option 'a' and/or 'b' may not be displayed.
To continue with the process, Allow Access needs to actioned, as per the image.
You will then be redirected to: 'Adding your first connector', if you haven't yet set one up (as displayed previously after signing up) and displayed below again for clarity.
... Alternatively, you should have your connectors displayed in: 'My Connectors'.
You may now wish to access the Xero Connector Setup Guide, available here - Setting Up a Xero Tug in Tugger and Importing into Power BI.
As well as setting up a connector, this document also details importing a report template; publishing a report to Power BI Service (online); and setting up Users and Workspaces.
As previously, if you wish to contact us for support, this can be done using: [email protected].
This concludes the Xero SSO guide.