How to Set Up or Re-Link my Xero Integration

Introduction

The AgriChain platform seamlessly integrates with Xero, allowing you to generate invoices directly in AgriChain based on real-time movement (load) data, which then flows into Xero.

To set this up:

1. Link and authorise the AgriChain-Xero integration.
2. Map your Xero accounts in AgriChain, ensuring your Customer Account details (e.g., Business Name and ABN) match on both platforms.

Key flow details to remember:

• Invoice Amendments: If you create an invoice in AgriChain and need to make changes, always update the invoice within AgriChain. These changes will automatically sync to Xero.
• No Sync from Xero to AgriChain for Invoices: Any amendments to Invoices made directly in Xero will not sync back to AgriChain. To ensure accuracy across both systems, all invoice updates must be done in AgriChain.
• Payment Handling: Xero is the system used for payment processing. AgriChain does not process payments directly. Instead, it receives the payment status (e.g., Paid or Reconciled) from Xero once a payment is recorded there.
  

This help article will guide you through setting up or re-linking your AgriChain-Xero integration.

To Set Up or Re-Link your Xero Integration:

1. Go into your Xero Account (not AgriChain) and obtain your Xero Client ID and Secret (copy both of these).
2. Once you have obtained your Xero Client ID and Secret, log into your AgriChain Account.
3. From your AgriChain Profile Initials in the top right-hand corner of the page, go to the 'Integrations' page.
4. On the 'Integrations' page, go to the 'XERO' tab and enter your copied Xero Client ID and Secret in Item Number 3.
5. Once done, click on the 'UPDATE SECRETS' button.
6. From there, Item Number 4 - 'Authorise AgriChain' will be activated and click on the 'CONNECT XERO' button to proceed.
7. You will then be brought directly to your Xero Account, sign in and authorise AgriChain.
8. Finally, return to your AgriChain Account and start invoicing.
   • Noting that you will need to map your Xero accounts in AgriChain first, ensuring your Customer Account details (e.g., Business Name and ABN) match on both platforms.
   • The ABNs on AgriChain and Xero must match exactly and not have any spaces in between the numbers.

You may also refer to the video below to learn about setting up the Xero integration:

FAQs

I'm receiving 'Re-connect' notifications that my Xero integration has been disconnected. How can I re-link it?

To re-link your Xero integration:

1. Go to the 'Integrations' page from your Profile menu (click on your initials in the top right corner).
2. In the 'XERO' tab, click the 'RECONNECT XERO' button (Item Number 4).
3. You'll be re-directed to Xero, where you can sign in and authorise AgriChain.