Xero Accounts Document Management Integration

May, 2023

infoRouter integrates via Xero private API

Here at Document Genetics, we moved our financial platform from over from Sage to the cloud-based accounting solution provided by Xero.

In the past, we’ve always stored a copy of the Sage business documents (invoices, credit notes, purchase orders) in our infoRouter document management software – this allows rapid searching, keeps the HMRC happy and means we’re not tied to a specific accounting software provider. However, Xero didn’t have an off-the-shelf method to achieve this, so we decided to write our own integration using the using the Xero Private API*.

In a nutshell, we’ve created an app with runs every 10 mins and downloads and publishes all of the newly created Xero documents into our on-premise copy of infoRouter. We’ve configured the app to create an infoRouter folder structure and add the relevant meta-data for each document type – this means documents are stored in a logical hierarchy and can be rapidly found.

If you’re a Xero user and want to add advanced document management to your financial documents, we can certainly help from as little as £25 per month. We can also provide a modified version of our application to write Xero documents to a local shared drive, or another DMS solution (subject to scope).

* Xero Private API – this is a custom self-installed application connecting to a single instance of Xero.

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