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How To Sync Existing Xero Records to Wisenet

After you have set up your Xero account with Wisenet, you may need to sync existing records. The article outlines the required steps to:

  • Sync Wisenet Learner records to Xero Contacts
    • This will create a new duplicate record if the Learner already existed in Xero
  • Merge the duplicate Keeping the Wisenet generated Contact
  • Once all the merging is completed the Xero Invoices can be Resync’d which will add them to Wisenet
Before you begin:

Required Knowledge: Xero Integration

Required Pre-Steps: Set Up Xero Integration

1

Ensure Wisenet Learners are in Xero Contacts

This step involves syncing the required Learner records from Wisenet to Xero. You can identify a Xero Contact that has been generated by Wisenet by finding the Learner RefInternal number against the Learner. If you do not see this number then it is the old Xero Contact record.

This process will create a new duplicate Xero Contact record if the Learner already existed in Xero. This is required so that you can then merge contacts and keep the Wisenet generated Xero Contact.

There are a number of ways to Sync a Learner to Wisenet

2

Set the correct Wisenet generated Xero Contact

Once the Wisenet generated Xero Contacts are created you can then use the Xero Merge Contact process which will move the Invoice and other Financial details to the correct Xero Contact record.

  1. Navigate to Xero and go to your Contact list
  2. On the Left Menu, Choose All
  3. Make sure the list is ordered alphabetically
  4. Look in the list and go from page to page and see where there are duplicate contacts due to one having the Wisenet Student Number in it
  5. Tick the checkbox against the non-Wisenet contact, then choose Action and select Merge
  6. A popup will show to choose the record to merge this record into. Search for the required Wisenet contact
  7. You should now have one record remaining that is the Wisenet contact.

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3

Resync Invoices to Wisenet

Once all of the merging of Xero Contacts is completed you can now Resync Invoices.

  1. To re-sync Invoices tick the box Resync Invoices. 
  2. Select a date 1 year before you first connected with Xero
  3. Resync Data

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4

Resync Learners – ONLY IF REQUIRED

Once all of the merging of Xero Contacts is completed you can now Resync Invoices.

This step is not compulsary but only required if you have added new Learners since Xero was disconnected.

  1. Tick the box Resync Learners
  2. Select a date prior (but close) to disconnection time.
  3. Resync Data

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