# 4. Invoice Integration

### <mark style="background-color:blue;">**Complete the following steps:**</mark>

### <mark style="background-color:yellow;">**1) Xero**</mark>

1. You need to create a Xero account. [https://www.xero.com/ ](https://www.xero.com/)
2. The next step will be to directly create a billing integration on the\
   platform (you must have permissions):

<figure><img src="/files/8fIbmsWyGWsWNHfKmjVr" alt=""><figcaption></figcaption></figure>

3. Select “Xero” from the selection menu:

<div data-full-width="true"><figure><img src="/files/Yt2TELFcrttQdtsgEXYj" alt="" width="563"><figcaption></figcaption></figure></div>

Enter the previously generated Client ID and Client Secret key, and confirm the action by clicking "Confirm".&#x20;

With valid credentials and a redirect URI, you will be redirected to the Xero authorization page. There, you will need to confirm access to your organization.&#x20;

4\. You will be redirected to the Xero authorization page. There, you will need to confirm access to your organization:

<div data-full-width="true"><figure><img src="/files/oB2LBbNMtn8IwaiqzblE" alt="" width="563"><figcaption></figcaption></figure></div>

5. After confirmation and successful access, you will be returned to the\
   billing integration page, where the created billing integration will be\
   displayed:

<div data-full-width="true"><figure><img src="/files/VBjOob7lNbP8LOKqFgtv" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="warning" %}
**IMPORTANT!**\
Your billing integration will be valid for 60 days from the moment of\
creation. If you do not perform any actions related to\
this integration during this period, you will have to reconfirm access to the application!
{% endhint %}

<mark style="background-color:orange;">**Xero App Creating Guide**</mark>

1. This can be done by following the link:\
   [https://developer.xero.com/app/manage/ ](https://developer.xero.com/app/manage/)

and selecting “My Apps”, click on the “New app” button:

<div data-full-width="true"><figure><img src="/files/iQ7sY7jsOK96RHmcNjtX" alt="" width="563"><figcaption></figcaption></figure></div>

2. You should see the following window:

<div data-full-width="true"><figure><img src="/files/kXK0RdqzdpR34TiUDXBK" alt="" width="563"><figcaption></figcaption></figure></div>

3. To correctly create the application, you must enter the following data:<br>

* Integration type: Web app
* App name: \<YOUR APP NAME>
* Company or application URL: <https://platform.droam.com/>
* Redirect URL: <https://platform.droam.com/xero/oauth>&#x20;

4. Click on the “Create app” button. After that, you will be redirected to the next page

<div data-full-width="true"><figure><img src="/files/dcf6wIVVZ1WQVV0qAbvm" alt="" width="563"><figcaption></figcaption></figure></div>

4. Here you can get your Client ID and Client Secret key, which are necessary to add integration on the platform. To do this, go to the "Configuration" tab

<div data-full-width="true"><figure><img src="/files/BAGHANFPyD0eMJacyY0n" alt="" width="563"><figcaption></figcaption></figure></div>

6. Generate your Client Secret key by clicking on the box “Generate a secret” (you can generate a new Client Secret key by performing the same action).

{% hint style="warning" %}
**IMPORTANT!**\
KEEP YOUR CLIENT ID AND CLIENT SECRET!\
This completes the creation of the application.
{% endhint %}

{% hint style="info" %}
You should add this if you want to create documents via WeFact or Xero. However, it's not mandatory, as you can create invoice drafts directly in our platform without using additional integrations.
{% endhint %}

{% hint style="info" %}
As our client, you can submit requests to integrate the platform with new payment systems if the one you need is not listed above.
{% endhint %}

{% hint style="info" %}
If your invoicing software is not integrated, please use the Export feature to transfer all invoices to your invoicing software.
{% endhint %}

<br>


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