You will need to refer to the email sent to you by Access PaySuite that contains your API and SUN information. If you do not have this email or are unsure of which information you need to enter on these screens, contact our Access Digital Assistant for support. If the assistant can't resolve your query, you're connected to a support agent for further investigation.
Sign In to the Middleware
Navigate to the Middleware login page.
Click Sign in with Xero.
Enter your Xero credentials.
To give the Middleware the required access to your Xero account, click Allow Access.
Note: If you have multiple DDCMS accounts to be linked with Xero, use the Select another organisation drop-down and select the organisation required. Click Continue with 2 organisations. To administer the Direct Debit collections for multiple organisations, you will require separate DDCMS accounts for each one. To discuss the available account options and pricing please contact our Sales team before authorising any additional organisations on the Middleware.
To switch between organisations, on the MY ACCOUNT tab, in the top right, use the drop-down and select the required organisation. Follow the configuration instructions in this document for each organisation, and you will be provided with separate API details for each one.
You can disconnect an organisation at any time. Within your Xero organisation settings, go to Connected Apps.
Configuring the Account
Navigate to the Configure Eazy Collect page and complete the following tabs.
On the API tab, enter the Client Code and API Secret provided to you via email. Please take extra care to ensure there are no trailing or leading spaces in either field.
Click Save. The next tab appears.
On the Schedule tab, select your Ad-hoc Schedule.
Note: Selecting a schedule not configured for the Middleware will lead to non-collection of payments.Click Save. The next tab appears.
On the Direct Debit Information tab, enter the Service User Number (SUN) information that has been provided to you as well as identifying information regarding your company.
Click Save. If the configuration has successfully completed, you will be redirected to the Manage Contracts tab with the message 'Successfully saved Direct Debit Information for your Company'.