Xero integration

This guide explains how to connect your system to Xero for seamless accounting integration. #

Step 1: Create a Xero Application #

Before configuring the integration in the Back Office, you need to create an app in Xero:

1. Log in to your Xero Developer account.
2. Create a new application.
3. Once created, note down the following credentials:
   • Client ID
   • Client Secret

Step 2: Configure Integration in Back Office #

1. Log in to your Back Office.
2. Navigate to:
   • Restaurant Settings → Integrations
3. Locate the Xero Integration section.
4. Paste the Client ID and Client Secret into the appropriate fields.
5. Click Save to apply the changes.

Step 3: Connect to Xero #

1. Go to the Orders dropdown menu.
2. Select Xero.
3. Click on “Xero Connect”.
4. Follow any on-screen prompts to authorize the connection.

Completion #

Once connected, your system will be successfully integrated with Xero, allowing data to sync between platforms.

Troubleshooting Tips #

• Ensure the Client ID and Client Secret are entered correctly.
• Confirm your Xero app is properly set up and active.
• If connection fails, try reconnecting via the Xero Connect button.