Xero
Welcome to the DBSync Xero Connector documentation. This guide provides a comprehensive overview of the Xero Connector, including features, setup instructions, configuration, troubleshooting, and frequently asked questions. Use this documentation to understand, implement, and troubleshoot the Xero integration within the DBSync platform.
Overview
The Xero Connector enables seamless integration between Xero accounting software and other applications or databases. It automates data flows, synchronizes financial data, and streamlines accounting processes.
Features
Bi-directional data sync between Xero and supported applications.
Automated scheduling for regular data transfers.
Custom field mapping between Xero and target systems.
Error handling and logging for troubleshooting.
Pre-built templates for common use cases (e.g., syncing invoices, contacts, payments).
Supported Objects
Contacts
Customers and suppliers
Invoices
Sales and purchase invoices
Payments
Payments related to invoices
Accounts
Chart of accounts
Items
Inventory items
Credit Notes
Credit notes issued/received
Employees
Employee records
Prerequisites
Active Xero account.
DBSync account with appropriate permissions.
Internet connectivity.
Setup Instructions
Login to your DBSync iPaaS with your user credentials.
Add the Xero Connector:
Navigate to the connector detail page for your Xero Connector.
Connect to Xero via OAuth:
On the connector detail page, you will find a "Connect to Xero" button.
Click the button to open the Xero authentication popup.
Authenticate Your Xero Account:
Enter your Xero account email/user ID and password in the popup.
Complete any additional authentication steps required by Xero (such as entering a code sent to your registered email).
Grant the requested permissions to allow DBSync to access your Xero data.
Connection Confirmation:
After successful authentication, your Xero organization name and user details will be displayed on the connector settings page.
This indicates that the Xero connector is now connected to your Xero account.
Field Mapping
Go to Mappings.
Select Xero as the source or target.
Map the required fields between Xero and your other application or database.
Scheduling Jobs
Set up triggers for real-time or scheduled sync.
Define the frequency (e.g., hourly, daily).
Uses Of Xero Connector
Eliminate manual data entry by connecting Xero to other systems supported by DBSync.
Automate business processes to increase efficiency across departments and reduce the need for data reconciliation.
Ensure accuracy for your contacts, items, vendors, and invoice records when moving data in and out of Xero.
Streamline accounting workflows by synchronizing financial data between Xero and your CRM, databases, or other business applications.
Reduce errors and save time with automated data sync and real-time updates across platforms.
Common Use Cases
Sync Xero invoices to Salesforce opportunities.
Import Xero contacts into CRM.
Export payments from Xero to an external database.
Real-time update of inventory items.
Troubleshooting
Authentication failed
OAuth session expired
Reconnect via OAuth
Data not syncing
Incorrect field mapping
Check and update mappings
Permission errors
Insufficient Xero permissions
Update permissions in Xero
API rate limit exceeded
Too many requests
Reduce sync frequency
FAQs
Q: Do I need to create a Xero app or manage API credentials? A: No. Simply add the Xero Connector in DBSync and use the "Connect with OAuth" option to authenticate.
Q: Can I sync custom fields? A: Yes, custom field mapping is supported where available.
Q: How do I handle duplicate records? A: Xero doesn't allow duplicate records for most of its objects. DBSync will display an error message in the logs.
Support
For further assistance, contact DBSync support or visit our community forums.
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