Getting started with Xero integrations

Overview

• Connect your POS or e-commerce platform to Xero and start syncing your daily sales transactions.
• Sales sync
  • On a daily basis, the integration will sync a summary of your previous day’s sales data into Xero generating an invoice.
  • You can customise your preferred sales summary view choosing from a wide array of formats.
  • Capture all payment transactions including gift cards, tips, tax and payment fees.
  • Easily reconcile your sales and payments in Xero.
• For e-signature, view the DocuSign + Xero setup guide.

How to set up an integration

1. Sign into the Amaka dashboard.

2. Click the New integration button and select the system that you wish to integrate with Xero.

3. Authenticate and grant permissions to your account by clicking the Connect new account button. Follow the guided authentication process to grant all relevant permissions.

4. Authenticate your Xero account following the same procedure, then click Save + Continue.

5. Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.

6. Click Save + Continue to finish and activate the integration.

Configuration methods

At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.

• Express
• Advanced
• Guided