Skip to content
More Support
  • There are no suggestions because the search field is empty.

Integrating with Xero

Integrating Rotessa with Xero allows you to connect your customers and invoices from Xero to Rotessa.

 

Link your Xero account

  1. Go to the Integrations tab of your Rotessa account.
  2. Select Xero, then select Connect to Xero at the bottom of the page.
  3. Log into your Xero account and allow access.
  4. Select a clearing account for invoices processed in Rotessa to automatically reconcile in Xero. This can be changed later from the Integrations page.

Note: For an account in Xero to work as a clearing account in Rotessa, the account must be active and its type must be either Bank or have payments to the account enabled.

 

Connecting customers from Xero

Invoices from Xero can only be imported into Rotessa after you connect your customers from Xero.

To connect a customer from Xero to an existing customer in Rotessa, the custom identifier in Rotessa must match the contact name in Xero. Once matched, go to the Integrations page, select Import Customers, and the customer should show a status of Match Found in Rotessa.

 

Importing Invoices from Xero

Invoices can be imported manually or automatically by enabling automatic invoice import.

If changes are made to an invoice in Xero after it has been imported into Rotessa, it will not update automatically unless automatic invoice import is enabled. To update the invoice in Rotessa, delete the transaction and re-import it from Xero.

 

Troubleshooting

If you're having trouble connecting customers or invoices, try the following:

Reconnect your account

  1. Go to the Integrations tab of your Rotessa account.
  2. Select Disconnect from Xero.
  3. Confirm by selecting Yes on the confirmation window.
  4. Reconnect to Xero.

Check transactions
For a settlement payment to be applied in Xero, the transaction must have been created through the integration. Manually created transactions in Rotessa will not have an invoice in Xero to connect to.

Check the settlement report page to see if transactions were created through the integration — if so, the comment field will contain an auto-generated comment with the invoice number.

Check clearing account
If invoices aren't being marked as paid in Xero after being processed in Rotessa, check that your clearing account is properly set on the Integrations tab. To change it, select Change.