Xero

Here’s everything you need to know about the Xero integration and how it works with the Alternative Payments platform.

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Xero is available for our partners to use with the capability to synchronize invoices to the partner dashboard while seamlessly automating the reconciliation of invoice payments directly within Xero.

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Overview of synced items

The following items are synced from Xero to Alternative when the integration is connected:

Sync Items	Sync Frequency
Invoices	Hourly
Customers	Hourly
Payments	Few minutes
Deposits	Few minutes
Archiving invoices	Hourly
Archiving customers	❌
Delete Payments	❌
PDF Invoices	❌

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Xero sync details

Item	Sync Details
Invoice Status Update	Invoice payment status updated in Xero will sync to Alternative Payments and vice versa. Note: Payment failures will not sync back to Xero and partners must manually revert the status back to unpaid in Xero. If an invoice is paid in the integration and the invoice is updated in Xero after the fact, no further updates will occur in Alternative for that invoice
Changes to Unpaid Invoices	Changes to unpaid invoices (amount and due date) in Xero will sync to Alternative Payments; changes to unpaid invoices in Alternative Payment will not sync back to Xero
Partial Invoice Payments	Any partial invoice payments/credits applied in Xero will reflect in the outstanding balance of the invoice in Alternative Payments
Customer Created in Alternative	Customers created in Alternative do not sync to Xero
Invoices Created in Alternative	Invoices created in Alternative do not sync to Xero. When a payment is received, a stand-alone deposit is created in Xero.
Deleted Invoices and Customers	Invoices and customers deleted in Xero are not archived in the Alternative portal. Partner must delete in Xero then archive manually in Alternative.

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How to connect Xero to your Partner Dashboard

Connect Xero to make reconciliation easy by following these steps:

1. Navigate to Integrations and then click Connect Within your Partner Dashboard, select ‘Integrations’ and then select ‘Connect’ under the Xero module.

1. Select your company Input your company account that should be synced into Alternative Payments and click on 'Allow access.'

1. Confirm your company Verify the company selected to ensure the connection into Alternative is correct and click 'Confirm.'

1. Initial Sync + Set Up Your Accounts In the Integrations section of your partner dashboard, the status will display as "Pending" until the sync process is complete.

   1. Initially, the system will sync the last 12 months of data.

   2. Once this is complete, it will proceed to sync all historical data.

   When the sync is finished, the status will update to "Connected". At this point, you can:

   1. Click Set Up Accounts within the Xero module.

   2. Select Undeposited Funds to record your payments.

   3. Choose the bank account where you receive payouts to record your deposits.

This setup ensures accurate recording and reconciliation of payments and deposits.

You're all set! 🎉

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