Xero user permissions — The Xero user who connects the integration must have Standard or Adviser level user permissions in Xero. Users with Sales Invoice only access cannot access the Middleware. This is a requirement set by Xero, as the connecting user must be authorised to use the API.

API credentials — You will need a Client Code (also referred to as an API Key), an API Secret, and Service User Number (SUN) information to complete the Middleware configuration. These are unique to your account and will be provided to you securely. You do not need to source these yourself.

Maximum 10,000 contacts in Xero. Exceeding this may cause errors with the Middleware.

Maximum 1,000 invoices per month. If you raise more than this, the Middleware integration will not be suitable for your account.

Each collection requires a corresponding invoice raised in Xero, which determines the payment amount and collection date.

Monthly, annual, and rolling Direct Debits cannot be set up through the Middleware. If your customers pay a fixed amount on a set date, the Xero Middleware is not suitable for your needs.

Any additional payments not tied to a Xero invoice must be added manually in Access PaySuite DDCMS.

Where a customer has multiple invoices, each invoice will trigger a separate Direct Debit collection.

Xero Integration – Link to your Access PaySuite DDCMS Account

Xero Integration – Link to your Xero account