Xero Account Setup with DreamzCMMS

The Xero integration with DreamzCMMS enables seamless two-way communication between the CMMS platform and the Xero accounting system. This integration allows organizations to securely connect their Xero account with DreamzCMMS, synchronize the chart of accounts, and map key financial accounts such as sales, purchases, and journal entries. By automating data synchronization and ensuring accurate account mapping, the integration helps maintain financial consistency, reduces manual data entry, and supports efficient financial operations directly within DreamzCMMS.

Here is a reference video:

Step By Step Instructions

Section 1: Create a Xero Account

1. Visit the Xero website.

2. Click Get Started.

3. Enter the required basic information.

4. Provide your phone number and select the correct country code.

5. Select your location.

6. Accept the terms and policies.

7. Click Confirm.

8. Open the verification email from Xero and click the verification link.

9. Click Get Started.

10. Create a password and click Activate Account.

11. Enter your Business Name.

12. Select your Industry.

13. Choose your Country.

14. Specify the last day of your financial year.

15. Click Start Trial.

16. Complete any additional setup questions.

17. Your Xero account is now successfully created.

Section 2: Create a Xero Developer Application

1. Go to developer.xero.com.

2. Click Login.

3. After logging in, click New App.

4. Enter the Application Name.

5. Enter the Company Name.

6. Enter the Application URL:

   • Open the DreamzCMMS portal.

   • Copy the portal URL.

   • Paste it into the Application URL field in Xero.

Section 3: Configure Redirect URI in DreamzCMMS

1. Open the DreamzCMMS portal.

2. Navigate to Settings.

3. Under Configuration, click System Configuration.

4. Search for Xero Settings.

5. Expand Xero Settings.

6. Enable Xero settings by selecting Yes.

7. Locate the Redirect URL.

8. Copy the Redirect URL.

9. Paste it into the Redirect URI field in the Xero Developer Portal.

10. Accept the terms and policies.

11. Click Create App.

Section 4: Generate Client ID and Client Secret

1. After the app is created, go to the Configuration section of the app.

2. Copy the Client ID.

   • Store it securely (it will not be shown again).

3. Generate the Client Secret.

4. Store the Client Secret securely.

Important: If the Client ID or Client Secret is not saved, the integration cannot be completed later.

Section 5: Configure Xero Settings in DreamzCMMS

1. Return to the DreamzCMMS portal.

2. Go to Settings → System Configuration → Xero Settings.

3. Paste the Client ID.

4. Paste the Client Secret.

5. Enter the Login URL.

6. Click Save.

   • The Client Secret field will clear automatically for security.

7. Enter the Scope value.

8. Click Save again.

Section 6: Test Connection and Authorize Access

1. In Xero Settings, click Test Connection.

2. If prompted, click Allow Access to authorize the connection.

3. Upon successful authorization, you will be redirected to the synchronization screen.

Section 7: Synchronize Chart of Accounts (COA)

1. Click Sync to start the Chart of Accounts synchronization.

2. Wait for the process to complete.

3. Review the confirmation message showing the number of records synced.

Section 8: Configure Financial Account Mapping

1. Return to Settings → Xero Settings.

2. Configure the required accounts:

   • Journal Debit Account

   • Journal Credit Account

   • Purchase Account

   • Sales Account

   • Sales Invoice Payment Account

3. Select the appropriate Xero account for each field.

4. Click Save.

Completion

The integration between Xero and DreamzCMMS is now successfully completed.
Financial data can now flow securely between both systems, ensuring accurate accounting and reduced manual effort.