This is a free extension available for anyone

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Introduction

Effortlessly link Davinci AI to Xero, a top-tier cloud accounting platform, to automate and streamline your financial tasks such as invoices. This integration allows you to simplify Davinci AI invoicing right from within Xero.

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Extension Configuration

To be able to use Xero feature, follow these steps to setup Xero Extension.
1

Step 1

Go to the Marketplace in Admin Panel and install Xero extension.
2

Step 2

After installation is completed, go to AI Settings page in Admin Panel and click on Extensions tab there. Click on Xero there.
3

Step 3

Register with Xero:
  1. Go to Xero Developer Portal website and sign up with them in case if don’t have an account with them.
  2. After your logged into your Xero Developer Portal, click on the New App button at center of the screen
  3. Next, enter your App Name and select Web App for the Integration type, and provide your Company URL. For Redirect URL enter following https://YOUR_DOMAIN_NAME/app/callback/xero and click on Create App button once done.
  4. Next, select the Webhooks from the menu panel on the left.
  5. Fill in the webhooks settings as shown below and click on the Save button at the top right corner.
  6. Next, select the Configurations from the menu panel on the left.
  7. Check that your Redirect URL is set as stated on Step 3 earlier, and click on the Generate a secret button. Copy both the Client ID and Client Secret.
    Store your keys securely and never share it publicly. The key can provide direct access to your account.
4

Step 4

To control the settings of Xero exension, return to AI Settings page in Admin Panel and click on the Extensions tab, and select Xero extension. Configuration of Xero is done on this page, there will be no new menu item added in the Admin Panel. Below is the explanation of each field on Xero page.
  • Enter your Xero Client ID
  • Enter your Xero Client Secret
  • Afterwards click on Save button, it will automatically synchronize your users and all newly generated invoices upon checkout, will be stored on your Xero account as well.
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Step 5

Configuration! You have successfully comleted the setup process of the Xero extension.