Things to Know Before You Integrate
Enabling the Dx5 + Xero integration will allow DISTILL x 5 to submit financial data relating to inventory and production activities to your Xero account according to the behaviors identified in this manual. Neither FIVE x 5 or the Dx5 + Xero integration intend to provide legal or accounting counsel.
The user alone is responsible for monitoring all accounting activities, including (but not limited to) inventory transactions, invoicing/billing, and account activities. By enabling the integration, the user accepts Fx5’s terms and conditions for use.
Optional Assisted Dx5 + Xero Integration
The Fx5 support team offers an Assisted Dx5 + Xero Integration service package to distilleries looking for additional assistance in integrating their Dx5 system with Xero. For more information on this package, please refer to our website or contact the support team.
This package is not required to enable the integration.
A review of your system with you to make sure everything is ready for the integration
A walkthrough of the integration process from start to finish
A review of best practices in the system and answers to any questions you may have after completing integration
A recorded video of the session to keep as your own internal resource
How to Enable the Dx5 + Xero Integration
The Dx5 + Xero integration is offered to all users as an add-on package to your base DISTILL x 5 subscription. For more information on pricing and adding this integration to your Dx5 system, please reach out to the Fx5 support team.
How the Integration Works
To maintain the fastest-possible performance of Dx5, all Xero transactions are processed via an external queue; this means that while the integration is “live” (i.e all transactions are posted as they’re processed), users may experience a slight delay between completing an action in Dx5 and seeing the associated transaction in Xero. All transactions are recorded in the Xero Logs accessible via Accounting > Overview for monitoring.
In the case of a failed transaction, all information is retained and stored for resubmission. Users may resubmit failed transactions by clicking the icon on the row of the affected transaction.
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