Overview of DocuSign + Xero integration
- Connect Docusign and Xero to start syncing your key documents. Every 15 minutes, your Xero documents will be pushed to Docusign, creating an envelope that is automatically sent to recipients for execution.
- This integration is 100% free of charge.
How to set up DocuSign + Xero integration
Register or sign in to the Amaka dashboard to get started.
Click the New integration button and select DocuSign + Xero from the integrations list to commence the setup.
Sign in to your DocuSign account by clicking the Connect new account button underneath DocuSign logo. Follow the guided authentication process to grant all relevant permissions.As part of the authentication process, you will need to select whether you would like the integration to be run on Docusign’s Demo or Production API.
Authenticate your Xero account following the guided authentication process, then click Save + Continue.
Select the Xero document types that you would like to integrate and then click Save + Continue.
Customise the integration for your Xero documents, by selecting from a range of signers, envelope-specific settings and notifications.
Activate the integration and the sync will start running after 15 minutes.
Xero document statuses
There are only certain statuses that trigger the sync. For example, if an invoice has “Awaiting Approval” status, the integration will integrate this document to Docusign and then Docusign will send the envelope to the signatories. However, if an invoice is in draft status, Amaka will not trigger Docusign to send the envelope to the signatories.
Below are the specific statuses for each document that triggers the sync and the changes in the status when an envelope has been signed, declined, voided, and deleted.
|Xero Document||Trigger Status||Change Status (Completed Signature)||Change Status (Declined/Void/Deleted)|
|Invoice||Awaiting Approval||Awaiting Payment||Draft|
|Bill||Awaiting Approval||Awaiting Payment||Draft|
|Purchase Order||Awaiting Approval||Approved||None|
FAQ on how to set up DocuSign + Xero
Find answers to the most frequently asked questions about this integration.