Xero Mailer Suite

This is the Xero Mailer Suite.

This will connect your Xero Accounts subscription to your Microsoft 365 Tenant and give you the ability to send emails from a Shared Mailbox or Mailbox using your own domain rather than the default Xero address of "messaging-service@post.xero.com".

The following MUST be done in your Xero Subscription

Go to the Xero Developer Portal - https://developer.xero.com/ Sign in with your Xero credentials for your subscription. Click the My App tab in the top menu Click the New App button Name the app Xero OAuth M365 Service Select Web App Company or Application URL - Enter your companies website, this MUST start with HTTPS Redirect URI Set this as the website you will deply the built files to with /xero/callback appended Tick the checkbox to accept the terms Click the Create App button

Click Configuration in the left menu Click Copy by Client ID and save the value in AppSettings.json Click Generate Secret and save the value in AppSettings.json In the Login URL enter the website you will deploy the site to followed by /xero/connect i.e. https://yourwebsite.com/xero/connect Click Save in the top right corner

Now select Webhooks from the left menu Tick the Invoices checkbox In the Delivery URL enter the website you will deploy the site to followed by /api/webhook/xero i.e. https://yourwebsite.com/api/webhook/xero Click Save in the top right corner Now Copy the Webhooks Key and save the value in AppSettings.json Click the Send ‘Intent to Receive’ button. Once complete you should see the Status turn green and say OK

Open a new tab in your browser and navigate to the Login URL your configured earlier i.e. https://yourwebsite.com/xero/connect You should then be prompted with a Xero Authentication screen, select the company you want to send emails as and click Allow Access button You will then be returned to your web app with a message that says it was successful Your app is now setup and ready to use.

The following MUST be done in your Microsoft Entra Tenant, this will need to be completed by a Global Admin or Application Admin

Go to the Entra portal - https://entra.microsoft.com/ From the menu on the left click App Registration Create a new App Registration Call it Xero OAuth M365 Service Assign the API Permissions Mail.Send (Application Permissions NOT Delegated Permissions) Grant Admin Consent Generate a Client Secret, make a note of the Client Secret Value BEFORE going to any other screen otherwise this will be lost Enter the Directory (tenant) ID, Application (client) ID, Client Secret Value and User or SHared Mailbox address in the appsettings.json file.

Running as a Cron Job

After publishing the project, you can schedule the invoice reminder job to run daily using cron (Linux):

dotnet /path/to/XeroMailerWeb/XeroMailerWeb.dll --reminderjob

• This will run the job every day at 9am.
• The file _CronJobHelp.txt is generated in the publish folder with this command for your reference.

Be sure to update /path/to/XeroMailerWeb to the actual path where you publish the project.

Developer Guide

Common requirements:

• you have to install .NET Core 8 and use Visual Studio 2022+
• You need to clean then build from within Visual Studio.
• You can also build from powershell

cd /path/to/XeroMailerWeb
.\Build-XeroMailerWeb.ps1