Xero Connection
For the API between Dwellant and Xero to work you need to grant permission for Dwellant to access data on Xero. We recommend this process is done on a Chrome browser.
From the homepage go to Setup / Data gateway / External System Credentials
You should see Xero in the table and have a Grant permission under select action.
When you grant permission, you will be taken to Xero and need to sign-in. You need to enter you sign in details for Xero. If it gives a verify account warning, try signing into the account normally first, then use the grant permission action again.
Select the organisations you want to sync to dwellant.
Click the Continue button.
Then the External System Credentials table in Dwellant should show the new token.
Xero Setup
Below is a list of data dwellant imports from Xero and how ideally it should be setup on Xero
|
Dwellant |
Xero |
|
Building |
Each building needs to be its own organisation on Xero. organisation name should be the name of the building as this is dwellant building name |
|
Owner/Client |
Organisation legal name should be the client name |
|
Units |
Street address if they are a Xero customer contact is used to create a unit |
|
Xero customer contacts are used as tenants. Archived contacts not imported |
|
|
Schedules |
A tracking category needs to be added with the name “Schedules”. Every option within this is a schedule on Dwellant |
|
Expense Types |
Xero accounts are used as expense types (from the chart of accounts) Archived accounts are not imported |
|
Contractors |
Xero contacts that are suppliers, a bill needs to be added on xero to make them a supplier. Once they are a supplier on Xero they should have a contact ID. |