You use our Xero integration in Upflow, please find below the most frequently asked questions. Anything's missing? Submit a Support request to let us know, so we can assist you and update this article.
How do I disconnect Upflow from Xero?
To disconnect your Xero account, go to your Upflow Settings > Integrations and click "Disconnect Xero".
How often is my data synchronized?
The initial synchronization can take up to a few hours, however when the latter is done, the synchronization will happen in real-time up to a few minutes. Everything you do on Xero will shortly be reflected in Upflow.
What are the synchronization issues that may arise?
If you’re seeing this indicator in your customer detail page or list view, it means that the customer in question is off balance.
If there is an issue un-flagged, please submit a Support request, including the customer/invoice/payment references, and screenshots from Xero.
Why is a customer or contact missing from Xero?
In XERO, contacts have isSupplier and isCustomer flags to identify whether contact is a customer or supplier. In upflow, we don't sync any contact with isCustomer=false or that is archived in XERO.
If a specific contact is supplier only, then isCustomer will be false by default for it and hence, will not imported into Upflow.
You can choose to mark a contact both as supplier and customer, in that case we will import it.
How contacts are marked as supplier or customer?
- if contact has account receivable invoices then
isCustomer=true - If contact has account payable invoices, then
isSupplier=true - If contacts have both type of invoices, both supplier and customer flags will be set to
true
Short summary - we don't import contacts with only account payable invoices (isSupplier=true).
Which phone numbers are imported into Upflow at a customer level?
For now, we only import the phone number filled in the "Mobile" section.
Other
As of today, the integration doesn't support:
- Importing expected payment dates on invoices.