Xero – Ai-Menu Integration Guide

Xero integration with Ai-Menu is set up in two steps:

1. Add Ai-Menu to your “apps” in Xero, which will generate the credentials we need
2. Set up your Xero accounts in Ai-Menu with the same account numbers so the upload maps perfectly

1. Xero setup

1. Login to the Xero Developer portal which is located at https://api.xero.com/Application
   
2. (log into Xero)
3. Press “New app” (top right-hand corner)
   
4. This will open a pop-up window. Enter the following details,
   
   1. App name
      Ai-Menu
   2. Auth code:
      Web app (selected by default)
   3. Company or application URL
      https://www.ai-menu.com
   4. Privacy policy URL (optional)
      (leave blank)
   5. OAuth 2.0 redirect URI:
      http://localhost:5000/signin-oidc/
5. Check the “I have read and agree…” checkbox and press “Create app”.
6. This will take you to the following window.
   
7. Now press “Generate a secret”
   
8. Press on the “eye” symbol next to both the Client ID and the Client Secret, which will show you the actual codes.
   1. Copy both codes into a text document, to then save in Ai-Menu in the next step
9. Press “Save”.

2. Ai-Menu Setup

Secondly, set up your XERO accounts in Ai-Menu. You should have something like this:

This needs to be entered into Ai-Menu, like so:

• Now open Admin app.
  
• Click on Configuration.
  
• Click on Accounting Tab and copy across the account codes from above for the appropriate tenders in the Payment tab under Accounts Section.
• Select Xero under Accounting Integration.
• Copy across the Client ID and Secret from the Xero Dashboard.
  
• Click Submit.