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How do I monitor events between Lumin and Xero?

Track the status of your document workflows, verify successful syncs, and audit automated events between Lumin and Xero using the Operations dashboard.

  1. From the Lumin home page, head to Documents.Connect Xero 01
  2. Click the Xero mini app.
  3. Click on your Xero organization, which should already be connected.Organization
  4. Select the Operations tab.
  5. In Documents, you will find the documents uploaded in Lumin from Xero.Operations - Documents
    • Xero ID – type and name of document in Xero
    • Trigger Status – document status in Xero
    • Lumin Doc ID – unique identifier for the document after it was uploaded to Lumin. This is a hyperlink; click the ID to access the document.
    • Status – indicates the outcome of the event based on automation rules
    • Created at – date and time the event took place
  6. In Signature requests, you will find information on documents sent for signatures.Operations - Signature Requests
    • Xero ID – type and name of document in Xero
    • Trigger Status – document status in Xero
    • Signature Request ID – unique identifier for the agreement after it was sent for signature in Lumin Sign. This is a hyperlink; click the ID to access the document
    • Status – indicates the outcome of the event based on automation rules
    • Created at – date and time the event took place