DocuSign + Xero accounting integration
Automatically sync key documents between DocuSign and Xero to automate the execution process.
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DocuSign + Xero integration
DocuSign has partnered with Amaka to support its customers with an integration that will automate the document execution for key Xero files.
Document sync
The document sync module will automatically fetch documents from Xero, push them into DocuSign for execution by the relevant contact, and finally update the status in Xero once executed. The executed document will be attached as a PDF within the respective Xero files.
| Xero | DocuSign | Xero | ||
|---|---|---|---|---|
| Invoice |  | New Envelope | | Finalized Document |
| Bill | | New Envelope | | Finalized Document |
| Purchase Order | | New Envelope | | Finalized Document |
| Expense Claim | | New Envelope | | Finalized Document |
| Quote | | New Envelope | | Finalized Document |
Designed and certified by CPAs
Our accouting integrations are designed by professional CPAs, tax advisors and certified Xero experts.
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Key documents are fetched from Xero
The document sync module runs every 15-minutes.
Document is pushed into DocuSign
An envelope is created and sent to the relevant contact/s.
Status in Xero is updated once executed
Status can be Awaiting Payment, Approved, Draft or None.
Executed document attached in Xero files
The Certificate of Completion and Signed Document will be attached as a PDF.
Sync is complete and ready for the next cycle
We monitor and verify to ensure 100% accuracy.
Xero connected app
Amaka is trusted Xero partner. Connect your Xero account and start automatically syncing your key documents.
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FAQ on integrating DocuSign and Xero
Support for DocuSign + Xero integration
Help desk
If you have technical issues, our Integration Specialists are ready to help! Visit our Help Desk or book a support session.
