Preface to Xero Integration

Before integrating between Reseller Marketplace and Xero, we recommend you get acquainted with the following terms and procedures.

Steps to Get Started

A reseller needs to complete the following main steps to get started with the Xero integration:

1. Set up Xero integration: At this step, you need to log in and integrate Xero with Reseller Marketplace using these instructions.

2. Synchronize: Now, you need to synchronize orders and subscriptions between Reseller Marketplace and Xero using these instructions.
   

   Important: Several subscriptions can be synchronized with one invoice; one subscription cannot be synchronized with several invoices.

About Mappings

To ensure that there are no mismatches, and all changes in Reseller Marketplace are synchronized with Xero, the objects in both systems must be mapped. That is, Reseller Marketplace Product Catalog, Customer Catalog, Order and Subscription must be mapped with the respective Xero objects: Services, Company, and Invoice.

There are three ways to map your customers between Reseller Marketplace and Xero, and two ways to map your products between Reseller Marketplace and Xero. Orders and subscriptions are mapped during the subscription synchronization process.

Note: You can also create a Xero product during the synchronization process.