Overview
- 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.
Before you start
- Sign up for a DocuSign account and a Xero account (if you haven’t already).
- Set up relevant users and/or signing groups within Xero or DocuSign if you want to pull recipients from these platforms.
How to setup the integration
- Register or sign into 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 Xero account by clicking the Connect new account button underneath the Xero logo. Follow the guided authentication process to grant all relevant permissions.
- Authenticate your DocuSign account following the same procedure, then click Save + Continue. (Note: 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).
- 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.
After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start a new one.
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 |
Quote | Accepted | None | None |
Bill | Awaiting Approval | Awaiting Payment | Draft |
Purchase Order | Awaiting Approval | Approved | None |
Expense Claim | Approved | None | None |