Xero Integration in Dash SaaS

Introduction

The Xero Add-On allows you to seamlessly connect your system with Xero, a powerful cloud-based accounting platform. This integration helps automate the transfer of financial data, including invoices, payments, and other essential records, directly to your Xero account. By setting up the Xero Add-On, businesses can reduce manual data entry, ensure real-time financial updates, and maintain accurate bookkeeping across all operations. Whether you’re managing sales, tracking expenses, or generating reports, this integration provides a more efficient way to handle your accounting tasks within a single, connected workflow.

How to Install the Add-On?

To Set Up the Xero Add-On, you can follow this link: Setup Add-On

1. Setting Up the Xero Add-On

• Go to the Company login page.
• Scroll down to the Settings section.
• Click on System Settings.
• Browse through the list of add-ons and locate Xero Add-On.
• Click on it to open the configuration panel.
• In the configuration screen, fill in the required fields:
  • Enable Xero Integration – Toggle to activate/deactivate.
  • Select Environment – Choose between:
    • Sandbox – For testing and development.
    • Live – For actual, real-time data syncing.
  • Generate Access Token – Click to authorize the connection.
  • Enter the following credentials:
    • Client ID – From your Xero developer account.
    • Client Secret Key – Also from your developer dashboard.
    • Redirect URI – Used during OAuth authorization flow.
    • Tenant ID – Unique ID for your Xero organization.
• Click Save to confirm your setup.
• 

2. Connecting to Xero

• After saving the credentials, go to the Xero dashboard.
• Log in using your Xero account credentials.
• The system will prompt you to authorize the connection and choose the organization.
• Once authorized, the integration will be active and ready to sync data.

3. Syncing Invoices to Xero

• Every invoice created in your system will automatically sync to your Xero account.
• Invoices will appear in the appropriate section within the Xero Sales dashboard.
• This ensures consistent financial tracking, accounting compliance, and smoother bookkeeping.