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Xero Integration

Step-by-step guide to connect Xero with Organiko.ai

Prerequisites

Before you begin, make sure you have:

  • ✓An active Xero account (any plan)
  • ✓Adviser or Standard user role with accounting permissions
  • ✓Purchase Orders and Sales Invoices configured in Xero
  • ✓Items marked with "Organic" in item descriptions

What Gets Synced

📥Incoming (Purchases)

  • • Purchase Orders
  • • Bills (Accounts Payable)
  • • Supplier information
  • • Item details (item code, description, quantity, unit price)

📤Outgoing (Sales)

  • • Sales Invoices (Accounts Receivable)
  • • Customer information
  • • Item details (item code, description, quantity, unit price)

Connection Steps

1

Navigate to Integrations Page

  1. 1. Log in to your Organiko.ai account
  2. 2. Click Integrations in the top menu
  3. 3. Find Xero under "Accounting & ERP" section
2

Click "Connect with OAuth"

Click the green "Connect with OAuth" button. A popup window will appear with Xero's authorization page.

Note: Make sure your browser allows popups from Organiko.ai

3

Authorize in Xero

  1. 1. In the popup, log in to your Xero account
  2. 2. Select the organization you want to connect
  3. 3. Review the permissions Organiko.ai is requesting:
    • • Read purchase orders and bills
    • • Read sales invoices
    • • Read contact information (suppliers and customers)
    • • Read item and inventory information
  4. 4. Click "Allow access"
4

Verify Connection

After authorization, the popup will close and you'll see:

  • ✓Green "Connected" badge on the Xero card
  • ✓Your organization name displayed
  • ✓"Connected on [date]" timestamp
5

Create a Flow

  1. 1. Go to Flows in the main menu
  2. 2. Click "Create New Flow"
  3. 3. Select Xero as INPUT (for purchases)
  4. 4. Select Xero as OUTPUT (for sales)
  5. 5. Click "Create Flow"
  6. 6. Toggle the flow to Enabled

How Syncing Works

Automatic Sync Schedule

Organiko.ai checks Xero for new purchase orders and sales invoices every 15 minutes.

First Sync (Historical Data)

When you first connect, Organiko.ai syncs the last 90 days of documents.

Organic Product Detection

Items with "organic" in the item code or description are automatically detected.

Troubleshooting

Problem: "Authorization failed" error

Solution:

  1. 1. Make sure you have Adviser or Standard role in Xero
  2. 2. Try disconnecting and reconnecting
  3. 3. Clear your browser cache and try again

Problem: "Token expired" after 60 days

Solution:

  1. 1. Xero OAuth tokens expire after 60 days
  2. 2. Simply reconnect by clicking "Connect with OAuth" again
  3. 3. Your historical data and flows will remain intact

What's Next?

Need help with Xero integration?

Contact Support: support@organiko.ai
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