Introduction

Xero integration provides a way to sync your sales, inventory transactions, and house account transactions to your Xero account.

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This guide helps you to set up and run the integration with Xero

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Xero Configuration

The integration requires you to do the mapping between DineConnect and Xero for certain entities. This can be done by creating resources in Xero then link them to DineConnect Xero Integration on the AddOn Add-on page

We recommend that you first create all needed resources in Xero before enabling the integration and starting doing the mapping

Follow the bellow points for a detailed explanation of each mapping section

Items

When you sync sales from DineConnect to Xero, the sync creates an invoice in Xero. The invoice contains Items

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• Sales Item: holds the total amount of Total sales or Individual Sales items should be created for Department Level. If the configuration is done for each department and Xero Item is not available, the DineConnect takes the default Sale Item configuration.

Creating The Items in Xero

1- Log in to the Xero dashboard

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Note: If you didn't select a Sales Account, the integration will not be able to create invoices

Customer

It is a requirement of Xero that each invoice must have an assigned contact. You should create a default contact to be assigned in the invoices generated by the integration

Creating Contact in Xero

1- From Xero dashboard --> Contacts --> New

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Later you can filter reports by tracking category optionsCreating

Tracking Category

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1- From Xero dashboard --> Accounting --> Advanced --> Tracking Categories

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Category Options should be same as Location Code in DineConnect

Payment Accounts

You should create one account for each payment method defined in the dashboard. The payment accounts should either be a bank account or a normal accountCreating

Create Payment Accounts

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1- From Xero dashboard --> Accounting --> Chart of accounts

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Note: if you didn't select the option Enable payments to this account for payments accounts, the integration will not be able to sync payments

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DinePlan Integration

Please ensure you have configured your Xero organization as shown above before enabling the integration

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6c. The Invoice status is nothing but how the invoice should be saved in the Xero. and it has the following status 

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Final Part

All the Configurations are done now. DinePlan will automatically send the Sales Information to Xero whenever the WorkPeriod ends at the Point of Sales. 

Here is a sample Invoice out of Xero

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Here is the Simple Video Flow of Xero

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Log

DineConnect have the facility to track the log. We can track the External Log if the Xero has any issues from Administration → External Logs

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Data Flow Between Connect to Xero

Here is the data flow between DineConnect to Xero

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Frequently Asked Questions

1. How to connect Xero and DineConnect ?
   Please navigate to DineConnect Add on Page and then Click Xero and you will be able to connect to Xero and do the configuration and details are quite given in this document
   

2. What are all it supports in this integration ?
   DineConnect syncs all the sales from Restaurant Portal to Xero by different configuration (Create separate invoice for each payment happened on the day or one invoice for the whole day)
   

3. How to disconnect Xero from DineConnect ?
   Its just easy. Go to Addons page from the DineConnect and you will be able to see the Disconnect Xero Button to do that.
   

4. Is the Syncing on Manual or Automatic ?
   Its pretty automatic and do not need any human interference to do that.