The integration between Sellar and Xero is not working as I expected. What can I check?
An invoice hasn't been created in Xero
Check that your integration is connected and the correct organisation has been chosen. It should show as 'Connected' in the Xero Integration page.
Make sure the order is at the right status in Sellar. Orders must be Finalised or Dispatched before they move to Xero.
Check if the contact has been archived in Xero by mistake.
The Invoice is going against the wrong Customer in Xero
We match a Sellar and Xero Customer using their names; sometimes, names can be the same. You can edit the mapping between Xero Contacts and Sellar Customers.
Find the correct Customer in Xero and take a note of the URL in your web browser.
Copy the end part of the URL - this is your 'Contact ID'. For example: https://go.xero.com/Contacts/View/ed08db9b-c943-4c87-a830-105cf4d8ab69'
In Sellar, find the Customer the invoice is for in the Customer List. Click on the customer to open their details
Scroll to the bottom of the 'Contacts and info' tab. Click the 'Edit' icon next to 'Customer Mapping' option
Replace the Contact ID with the one you copied from the correct customer's URL earlier and click 'Update'.
If a duplicate customer has been created in Xero, you can archive it.
The wrong product is being used in Xero
If a Product in Sellar and Xero are mismatched, you can edit the Product Mapping.
Find the correct Product in Xero and take note of the SKU.
In Sellar, find the Product in the Product List. First, choose the parent product from the list, then select the product you want to update on the left.
Use the 'Edit' icon next to the product and choose 'Item Details'
Replace the SKU with the correct one from Xero and use 'Update' to save.
Sellar Credit Orders will not appear in Xero:
Sellar Credit Orders appear differently in Xero and require some additional account codes.
Check (and make sure the contact exists) for Waffle Tech LTD. Sellar Credit Orders will not go against the end customer, but against us. Find out more here.
Check that the account code ‘404 - Bank Fees’ is active in Xero. If it has been archived or deleted, the order will not sync to Xero