How to Integrate Xero with Daton

This subtopic provides step-by-step instructions to create Xero integrations in Daton, detailing the prerequisites, the integration process, and important notes.

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Integrate Xero with Daton

1. Signin to Daton

2.Select xero from Integrations page

3.Provide Integration Name Replication Frequency and History. Integration name would be used in creating tables for the integration and cannot be changed later

4.Provide your xero account email and Password.

5.After providing the email and password it prompts for the company, select the company to authorize Daton to periodically extract data from xero.

6.Post successful authentication you will be prompted to choose from the list of available tables

7.Then select all required fields for each table

8.Submit the integration

Workflow

1. Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse

2.Users would be able to edit/pause/re-activate/delete integration anytime

3.Users can view job status and process logs from the integration details page by clicking on the integration name from the active list