Xero Integration in Dash SaaS - WorkDo.io

Xero Integration in Dash SaaS

Introduction

Integrating Xero with Dash SaaS revolutionizes financial management by providing a seamless experience in handling accounting and business operations. Through automated data synchronization, users eliminate manual entry tasks, ensuring accuracy and saving valuable time. This integration extends to various financial transactions, including invoicing and payment reconciliation, facilitating effortless maintenance of up-to-date and precise financial records. Moreover, Xero integration enhances visibility and transparency, offering real-time insights into key financial metrics like revenue, expenses, and cash flow. With easy synchronization of invoices and charts of accounts between Dash SaaS and Xero, businesses can efficiently manage their finances, make informed decisions, and drive growth effectively.

Workflow

Installation

Step 1: Super Admin Access:

  • Make sure your super admin has access to your system before you do anything else.
  • Go to the “add-on manager” area of the super admin dashboard.
  • Click the “+” (Module Setup) button to start the setup procedure.
  • You will be asked to upload the ZIP file for the “Xero Add-On.”
  • Remember to enable the module after the setup is complete so other people can buy it.

Step 2: Company Settings Steps:

  • Once the super admin enables the Xero Add-On, company admins can purchase it and gain access.
  • Start by heading to the “subscription plan” page and select the relevant “usage plan.”
  • After that purchase the Xero add-on.

Step 3: How to use the Rental Management Add-On?

  • Once you purchase the Xero add-on, go to system settings and find out the Xero settings.
  • Over there first of all you can select Xero mode by selecting an option between “Sandbox”, and “Live”. Besides that, you will get to a button with the help that you can enable or disable the Xero integration, and there is another button next to it with the help of which you can generate the access token.
  • Below that, you will have to add some important credentials like Xero Webhook Link, Client ID, Client Secret Key, and Xero Company ID.
  • After you successfully add these credentials, go to the Xero dashboard, login with your ID, and you will get to see that all the invoices that you create in Dash SaaS, will be visible on the Xero Dashboard.

So, this is how you can have access to the Xero Add-on in Dash SaaS.

Need more help ?

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