How to Authorize Xero 如何授权Xero

> This document focuses on the initial setup and verification of the Xero integration. You will learn how to authorize the connection and understand the automated daily data synchronization logic.本文档重点介绍 Xero 对接的初始设置与验证流程。您将学习如何授权系统连接，并了解每日数据自动同步的底层逻辑。

#### 1. Xero Integration & Authorization Xero 系统对接与授权
The initial setup requires authorizing our system to communicate with your Xero account. This is a secure, one-time process. 初始设置需要授权我们的系统与您的 Xero 账户进行通信。这是一个安全的、一次性的过程。

1. **Obtain the Integration URL (获取对接链接)**: Please contact our technical support team to request your unique Xero integration URL. Open this URL in your web browser. 1. **获取对接链接**：请联系我们的技术支持团队索取您专属的 Xero 对接 URL。在您的网页浏览器中打开此 URL。
2. **Log in to Xero (登录 Xero)**: If you are not already logged in, the system will prompt you to enter your Xero admin credentials. 2. **登录 Xero**：如果您尚未登录，系统会提示您输入 Xero 管理员凭证。
![](/media/202605/2026-05-14_171616_6795810.5070665479489443.png)
3. **Select an Organisation (选择组织机构)**: On the authorization screen, click the **Select an organisation** dropdown menu and choose the specific business entity you want to link to your POS. 3. **选择组织机构**：在授权界面上，点击 **Select an organisation (选择一个组织)** 下拉菜单，选择您希望与 POS 关联的具体企业实体。
![](/media/202605/2026-05-14_171733_3826580.9546018797526288.png)
4. **Allow Access (授予访问权限)**: Click the blue **Allow access** button at the bottom to proceed. 4. **授予访问权限**：点击底部蓝色的 **Allow access (允许访问)** 按钮继续。
![](/media/202605/2026-05-14_171805_4825840.41251547059814386.png)
5. **Authorization Successful (授权成功)**: A success page will be displayed, confirming that the data link between the systems has been successfully established. 5. **授权成功**：系统将显示一个成功页面，确认两个系统之间的数据连接已成功建立。
![](/media/202605/2026-05-14_171827_9304820.6855121700014212.png)

#### 2. Verifying the Connection & Sync Logic 验证对接结果与同步逻辑
After the authorization is completed, please log in to the Xero system with the same account and verify the settings. 授权完成后，请打开Xero系统登录相同的账户，验证设置。

1. **Check Contacts (检查联系人)**: In Xero, navigate to **Contacts -> All contacts** on the top menu. You should see a newly created contact automatically named **POS Daily Sales**. 1. **检查联系人**：在 Xero 中，导航至顶部菜单的 **Contacts (联系人) -> All contacts (所有联系人)**。您应该能看到一个系统自动创建的、名为 **POS Daily Sales** 的新联系人。
![](/media/202605/2026-05-14_172155_6821970.9600424946008929.png)
2. **Check Invoices (检查发票)**: 
 * **Where to view (查看位置)**: Navigate to **Sales -> Invoices** on the Xero top menu. **查看位置**：在 Xero 顶部菜单中导航至 **Sales (销售) -> Invoices (发票)**。
![](/media/202605/2026-05-14_172634_3230650.8194216097063427.png)
 * **Sync Logic (同步说明)**: Initially, this section is empty. After a successful connection, our system automatically syncs data every day at **3:10 AM**. It aggregates all orders from the previous day (00:00:00 to 23:59:59) into a single invoice and pushes it under the "POS Daily Sales" contact. (**If there are no orders on that day, no invoice will be generated.**) **同步说明**：默认情况下此处为空。关联成功后，系统会在每天凌晨 **3:10** 自动同步，将前一天 (00:00:00 至 23:59:59) 的所有订单金额进行总和，并在“POS Daily Sales”联系人名下生成一张该日的合并发票(**如果当天没有订单，将不会生成invoice**)。
![](/media/202605/2026-05-14_172802_0588340.9623894767970508.png)