What Type Of Support Is Available For Xero?

What Type Of Support Is Available For Xero?


Overview
By adding a Xero connection to your workspace, you can:
  • Automatically import Xero users into your workspace
    • We will detect users who are already present within your workspace 
    • We will only suggest adding missing ones
    • You will be able to review and edit the list of users before adding them
  • Automatically import Xero records (ex: invoices, payments, contacts, etc.) as transactions to your workspace
    • You will need to map fields the first time you import transactions
    • Xero records will be imported as transactions in your workspace
    • Newly created Xero records will be synched to your workspace
      • Modified Xero records will be updated in your workspace
      • Deletion of Xero records will not result in any deletion in your workspace

You can also choose to synchronize Xero line items instead of records. This is useful if you only pay commissions on specific line items.

Adding a Connection
To add a Xero connection:
  • Login to your workspace
  • Go to Settings > Connections
  • Click on Xero



Click on Authorize Access:



Follow the authorization process:



You should see this message:



Adding Users
To add users from Xero:
  • Add a connection as explained above
  • Login to your workspace
  • Go to Users > Add Users
  • Click on Fetch Users for Xero



You will see a list of users within Xero which are not already in Sales Cookie.


Follow the add user wizard. You should see this message.


Adding Transactions
To add transactions from Xero records: 
  • Add a connection as explained above
  • Login to your workspace
  • Go to Transactions > Add Transactions
  • Click on Fetch Data for Xero



You will be asked which type of record to synchronize:



You will see a list of records within Xero and be asked to map fields.



Follow the add transaction wizard. You should see this message.


 
More Information
To learn more about connections, click here.
To learn more about managing synchronizations, click here.
To learn more about importing transactions, click here.

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