This article is to assist in troubleshooting any known issues with the Xero integration and help determine the appropriate steps to resolve them.
Plan Limitations
Certain Xero plans have limitations that can impact the integration between Xero and Auxo Workshop. For example the Xero Starter / Early / Ignite plans have a monthly limit of:
20 Invoices (customer Accounts Receivable invoices)
5 Bills (creditor Accounts Payable invoices)
📝 Note: The invoice date (not the creation date) is used to determine which month an invoice was entered.
If you exceed these limits, you may see an error notification in Auxo Workshop shortly after generating a transaction that exceeds these limits stating:
"Unable to upload invoice {invoice number} to Xero. You have reached the limit of invoices you can approve."
To resolve this issue you may need to consider upgrading your Xero to a higher plan without these transaction limitations.
Other Xero Limits
According to resources in the Xero community forum at central.xero.com and within the developer documentation, Xero recommends staying within the following limits for optimal performance:
1,000 sales invoices (based on 10 line items per invoice)
1,000 purchase bills (based on 10 line items per bill)
2,000 account transactions
2,000 bank statement lines
1,000 lines per statement
Inconsistent Paid / Unpaid Status Synchronisation
If you make changes to an invoice in Xero, these changes are not automatically updated in Auxo Workshop. If a change made in Xero alters the transaction total, this can cause issues with the synchronisation of the Paid/Unpaid status of invoices in Auxo Workshop, as the invoice amounts (and possibly corresponding payments) are no longer in sync.
We recommend you avoid making changes to invoices created by Auxo within Xero, in particular, avoid making changes that alter pricing and totals.
Unable to Upload Customer - Archived
If you see an error in Auxo Workshop along the lines of:
"Unable to upload customer to Xero. The specified contact details matched an archived contact..."
- this means the customer in Auxo is linked to a contact in Xero that’s been archived. Archived contacts can’t be updated through the Xero API.
How to fix it:
Go into Xero and restore the archived contact.
This can also happen if you’ve merged contacts in Xero. When merging, you choose one contact to merge and another to merge into. Xero archives the one you select to merge. If that archived contact is the one linked to Auxo, syncing will fail.
To avoid this, make sure the contact you merge into is the one linked to Auxo.
If needed, restore the archived contact and re-merge in the correct direction.