Loading...

Xero Integration FAQ

Welcome to the FAQ page. Here we will try to answer your most common questions about Xero Integration.  If you cannot find your question from the list provided, please leave a comment at the bottom of the page in the ‘Comment’ section with your relevant question and we will update the list if applicable.

Sync is not working from Wisenet to Xero

Please check the following information that could be preventing the record from syncing:

  • The Learner is already in Xero but in “All” or “Archived” folder (within contacts)- Need to search within the “All” or “Archived” folder. If they are there you will need to reactivate them
  • Search for Learner in Contacts. Do not search using the Global search
  • The Learner has “Sync to Xero” ticked
  • The Learner details include correct data in the following fields:
    1. Full name – first and surname
    2. Valid email address
  • If you still have issues and require further assistance please obtain screen shots in a word document of the records that you are having issues with as we cannot login to Xero. Then log a support request.  The more information you provide in your support the easier it will be to assist. At the very least we need:
    • Screen shot of the search for this contact eg. by searching first name
    • Screen shot of the actual contact page
    • Screen shot of the invoice that you should sync (done)
    • Screen shot of any other piece of information that you think would be useful
Sync is not working from Xero to Wisenet

When integration first copies a Learner to Xero it sets this Contact Code to contain RefInternal, later integration uses this Contact Code to match invoice back to Learner in Wisenet.

For invoices synchronisation to work correctly please check:

  • Invoices have been re-synced. See instructions on how to re-sync invoices.
  • Contact against whom this particular invoice in Xero has valid Contact Code. Please pay attention to keep this Contact Code when Merging contacts in Xero
  • Invoice Status is Authorised, Void, Paid or Deleted
  • Invoice is in Xero Invoices Tab in Wisenet against expected Learner
  • If you still have issues and require further assistance please obtain screen shots in a word document of the records that you are having issues with as we cannot login to Xero.  Then log a support request.  The more information you provide in your support the easier it will be to assist. At the very least we need:
    • Screen shot of the actual Contact page in Xero
    • Screen shot of the invoice that you should sync in Xero
    • Screen shot of the invoice tab in Wisenet with invoice list
    • Screen shot of any other piece of information that you think would be useful
Synchronisation errors: ‘Unkown’

Note that field names/descriptions must match exactly when mapping to a drop-down field in Wisenet. If you received an error in the format of ‘<FieldName> unknown’, (e.g. ‘NZCountry unknown’ check that the description in Wisenet exactly matches the field contents in Xero.

Check out the list of Client Field Mapping for Xero
Archived Xero Contacts

We can only resync data for Xero Contacts that are active

Multiple Xero Accounts

We can only synce to one Xero Account

Was this Resource helpful?