Xero connection

Read-only. It reads your receivables; it never changes your books.

Connect your Xero organisation and Duewick works out who owes what, from your own invoices and payments. It asks only for what it needs to read, and it reads the invoice again before every message it sends.

What it reads

  • Contacts

    Your customers and the contact details held for them in Xero.

  • Invoices and credit notes

    What was billed, when it falls due and what is still outstanding.

  • Payments

    Payments, prepayments and overpayments, so a balance that changes is explained by money, not assumed.

  • Organisation settings

    Details such as your organisation name and currency, to set the plan up correctly.

It also asks to stay connected (offline access) so it can keep your balances current without asking you to log in to Xero every time.

What it never does

  • It does not write to Xero: no edited invoices, no payments marked, no notes added to your books.
  • It does not ask for bank transactions, manual journals, payroll or your Xero files.
  • It does not treat a balance that went to zero as cash unless a payment explains it.

How the connection works

  1. Sign in, then authorise

    Signing in with Xero and authorising access to your accounting data are two separate steps, each shown on Xero’s own consent screen.

  2. Choose the organisation

    If your Xero login can see several organisations, you choose which one to connect.

  3. First read, then updates

    The first read builds the plan. After that it keeps balances current, and it reads each invoice again just before following it up.

If the connection needs attention

Connections can be disconnected from Xero, or expire. When that happens you are told, and the balances you see are labelled with when they were last updated.
  • You can disconnect from your Duewick dashboard, or remove the app from inside Xero, at any time. Disconnecting from Duewick revokes the connection in Xero first.
  • Disconnecting does not delete your history in Duewick: the plan, conversations and evidence stay available.
  • Prefer not to connect? You can upload your invoices instead.

Questions people ask

Does it need my Xero password?
No. You log in on Xero’s own page and approve access there. Duewick never sees your Xero password.
Can it send invoices or reminders from Xero?
No. It reads from Xero. Messages to your customers are sent by Duewick, in your business’s name, within the limits you agree.
Is my Xero data used with AI?
Duewick uses an AI model to read replies and draft messages. How your data is processed, and by whom, is explained in Security and data and the Privacy Policy.

Xero is a trademark of Xero Limited. Duewick connects through Xero’s published API and is not endorsed by Xero.

Connect Xero and see your plan first

Connect Xero or upload your invoices. Duewick works out who owes what and shows you its plan. Nobody is contacted until you agree its limits and switch it on.
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