Integrating Rotessa with your Xero account allows you to connect your customers and invoices from Xero to Rotessa.
Linking your Xero account
- Start on the integrations tab in your Rotessa account.
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Select Xero and then select connect to Xero at the bottom of the page.
- Log into your Xero account and allow access.
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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 the clearing account in Rotessa the account status has to be active and the account type either needs to be Bank, Current Asset, or needs to have payments to the account enabled.
Your 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 of a customer in Rotessa must match the contact name in Xero in order to first connect that customer. From there, you will be able to go to the integrations page, select import customers and your customer should show a status of match found in Rotessa.
The process of importing invoices from Xero into Rotessa can be done manually or, they can be imported automatically if you enable automatic invoice import.
If any changes are made in Xero to any invoices imported to Rotessa, it will not automatically update, unless you have automatic invoice import enabled. To update the invoice in Rotessa, delete the transaction and re-import it from Xero.
Troubleshooting Xero integration
If you are having trouble connecting customers or invoices in Rotessa from Xero, there are a few things you can do before reaching out to support@rotessa.com.
Reconnect your account
- Start on the integrations tab in your Rotessa account.
- Select disconnect from Xero.
- Select yes on the confirmation window.
- Connect to Xero again.
Check transactions
For a settlement payment to be applied in Xero, the transaction must be initially created through the integration. If the transaction was manually created in Rotessa it will not have an invoice in Xero to connect to.
Look at the transactions in the settlement report to see if they were created through the integration. In the comment field, there will be an auto-generated comment with the invoice number if it was created through the integration.
Check clearing account
If your invoices aren't being marked as paid in Xero after they have been processed in Rotessa, check to see if your clearing account is properly set on the integrations tab. To change it, select change.
