Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
  • Home
  • Xero

Xero Integration Guide 3.0

Written by Vladimir Bigdan

Updated at May 25th, 2021

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Ai-Booking
  • Ai-Menu (Tablet)
  • Ai-Online
  • Ai-POS
    Ai-Lynx
  • ClickSend SMS
  • Deputy
  • Payment Gateway - PayPal
  • Payment Gateway - Stripe
  • Square Reader
  • Trouble Shoot
  • Tyro
  • Xero
+ More

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.

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Xero Integration Complete Guide
Links
  • Home
  • Dealer Login
  • Customer Resources
  • Contact Helpdesk
  • Contact us
  • Privacy Policy
Menu
  • Home
  • Dealer Login
  • Customer Resources
  • Contact Helpdesk
  • Contact us
  • Privacy Policy
Ai-Menu Master Logo
Follow us
Facebook
Instagram
Linkedin
© 2021 Ai-Menu Systems Pty Ltd. All Rights Reserved. Restaurant Ordering Platforms. Website made by a Yakk.

Definition by Author

0
0
Expand