How to Integrate Xero V2 with Daton

This subtopic provides step-by-step instructions to create Xero v2 integrations in Daton, detailing the prerequisites, the integration process, and important notes.

Prerequisites

Before we get started, make sure you have an active Daton and Xero account.

Integrate Daton with Xero v2

1. Log in to your Daton account and search for Xero v2 in the list of Connectors, then click Configure.

2. Enter the following details and click Authenticate:

   • Integration Name

   • Replication Frequency

   • Replication Start Date

   

   Note that the Integration Name will be used to create the integration tables and cannot be modified later.

3. Provide the Xero user email and password to authenticate the integration.

   
4. You will now be prompted to choose accounts associated with a Xero tenant-id from the list. Select the required accounts and click Next.

   
5. After successful authentication, you will be prompted to choose from the list of available tables. Select the required tables and click Next.

   
6. Select the required fields for each table and click Submit.

   

   Note that you will be prompted to select the destination for your account.

7. Select the destination for your Xero data and click Confirm. An integration successful message will be displayed.

Important Note

• Integrations would begin in the Pending state and change to the Active state once the first job successfully loaded data into the configured warehouse.

• Users can check job status and process logs from the integration details page by clicking on the integration name in the active list.

• Users can Re-Authenticate, Edit, Clone, Pause, or Delete the integration at any moment by clicking on settings. You can also adjust the frequency and history of the integration.

• On the Sources page, click Integration to access each table in your integration. The page also shows the state of each table, the last replicated time, and the Reload access buttons.