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Automatic Customer Update

If you are integrating Rotessa with QuickBooks Online or Xero, there are two automatic integration tools Rotessa has to make your integration more seamless:

  • Automatic customer update - with this tool enabled on your connected customer in Rotessa, the customer's name, address, phone number, and email address from QuickBooks Online or Xero will automatically update the customer in Rotessa.
  • Automatic invoice import - with this tool enabled on your imported customer in Rotessa, invoices created in QuickBooks Online or Xero will automatically import into Rotessa for processing.

Enabling automatic customer update

  1. Start on the customers page in your Rotessa account.

  2. Find the customer for whom you wish to enable automatic customer update. Select the ellipses (three dots) and then select enable automatic customer update.

    Now you will see the integration icon show as an automatic customer update icon.


Disabling automatic customer update

  1. Start on the customers page in your Rotessa account.

  2. Find the customer for whom you wish to disable automatic customer update. Select the ellipses (three dots) and then select disable automatic customer update.

    Now you will no longer see automatic customer update beside the integration icon.


Automatic customer update scheduling

With the automatic customer update feature enabled, Rotessa imports customer information from QuickBooks Online or Xero several times a day, with more frequent updates during business hours.

To manually override the automatic customer update schedule and see updated customer information, select new from the customers page in your Rotessa account, Then select new customer and select integration.