# Xero

#### <span style="color: #003366;">**Overview**</span>

Xero, a cloud-based accounting software, aids small and medium-sized businesses oversee financial tasks such as invoicing, payroll, expense tracking, and reporting. This document will guide you through the process of installing the Xero accounting channel on Channels.

#### <span style="color: #003366;">**Obtaining the Credentials from Xero**</span>

For instructions on acquiring credentials from Xero, please refer to our specialized Xero documentation page available **[here](https://documentation.despatchcloud.com/books/accounting-channels/page/xero#bkmrk-product-specific-gui)**.

#### <span style="color: #003366;">**Installing Xero on Channels**</span>

1. <span data-preserver-spaces="true">Navigate to the "Stores" page by selecting the "Stores" button in the left-hand menu.</span>
2. <span data-preserver-spaces="true">You can edit your store details by clicking the pen icon on the right side below the "Actions" section. For a comprehensive understanding of store functionalities, consult our dedicated documentation page, available </span>**[here](https://documentation.despatchcloud.com/books/stores/page/stores)**<span data-preserver-spaces="true">.</span>
3. <span data-preserver-spaces="true">Access the "Accounting Channel" tab at the screen's top.</span>
4. <span data-preserver-spaces="true">Add an accounting channel by clicking the "+ Add" button on the accounting channel page.</span>
5. <span data-preserver-spaces="true">Choose "Xero" from the list of accounting channels.</span>
6. <span data-preserver-spaces="true">Provide the necessary details as outlined below and click "Save":</span>
    - <span data-preserver-spaces="true">**Channel Name:** Specify the name for this integration.</span>
    - <span data-preserver-spaces="true">**Account Nominal Code:** For customers using our Billing API, obtain this number through the Billing API. You can disregard this field if you are not a Billing API customer.</span>
    - <span data-preserver-spaces="true">**Client ID and Client Secret:** Input the obtained Xero developer account credentials into their respective fields.</span>
    - <span data-preserver-spaces="true">**Add Products to Xero:** Enable this option to send system-created products to Xero.</span>
    - <span data-preserver-spaces="true">**Create Nonexistent Products:** Record products in created invoices as the main product if not available on Xero.</span>
7. <span data-preserver-spaces="true">Finalize the integration by clicking the "Connect" button between Xero and Channels.</span>
8. <span data-preserver-spaces="true">Confirm the connection on the Xero page by clicking "Allow access" to proceed.</span>
9. <span data-preserver-spaces="true">Congratulations! Your channel is now successfully connected. Click "Continue" to return to Channels.</span>
10. <span data-preserver-spaces="true">Activate the Xero channel by toggling the switch in the "Is Active" section at the top of the page; ensure it is turned on for proper functionality, as deactivation will render it inactive.</span>

[![](https://documentation.despatchcloud.com/uploads/images/webp/AccountingChannels/Channels_Xero_Integration.webp)](https://documentation.despatchcloud.com/uploads/images/webp/AccountingChannels/Channels_Xero_Integration.webp)