Synchronizing Between Reseller Marketplace and Xero

Synchronizing between Reseller Marketplace and Xero allows a reseller to process order placement and invoicing within the two systems more efficiently.

After the initial integration of Xero with Reseller Marketplace, synchronization tasks are created for every active customer subscription. When a new subscription is provisioned or a change in a subscription occurs, a corresponding task is created for synchronization between Reseller Marketplace and Xero. These tasks are created after clicking Check Changes to update a task list.

Note: If no tasks were created after clicking Check Changes, orders that are no older than one month will be processed. If tasks exist, orders after the creation date of the last task will be processed.

In Ignored Tasksyou can find listed the tasks that are not included for synchronization between Reseller Marketplace and Xero, the reason why they are ignored, the date and time when they were ignored and the option to unignore tasks individually or in bulk.

Supported Subscription Synchronization Scenarios

Subscriptions with the following configurations are supported for synchronization between Reseller Marketplace and Xero:

Scenario Order Type Billing Model Fee Notes for Price Source Selected

New sale

Sales Order

Charge Before Billing Period

Plan Setup

Resource Setup

Plan Recurring

Resource Recurring

Cloud Marketplace: The price is received from the CBC order detail.

Xero: The price is received from the Xero product catalog.

Note: If Align Billing Period with Statement Day is enabled, for recurring fees the price is received from the CBC order detail.

Resource upgrade or downgrade

Change Order

Charge Before Billing Period

Resource Setup

Resource Recurring

Cloud Marketplace: The price is received from the CBC order detail.

Xero: The price is received from the Xero product catalog.

Resource Downgrade

Cloud Marketplace: The price is received from the CBC order detail.

Xero: The price is received from the CBC order detail.

Existing subscription

Billing Order

Charge After Billing Period

Plan Recurring

Resource Recurring

Resource Overuse

Resource Recurring Refund

Cloud Marketplace: The price is received from the CBC order detail.

Xero: The price is received from the Xero product catalog.

Note: If a subscription is billed for a partial period, for recurring and refund fees the price is received from the CBC order detail.

Subscription cancellation

Cancellation order

Charge Before Billing Period

Cancellation Fee

Resource Overuse

Resource Recurring Refund

Resource Setup Refund

Plan Recurring Refund

Plan Setup Refund

Cloud Marketplace: The price is received from the CBC order detail.

Xero: The price is received from the CBC order detail.

Resource usage Billing Order

Charge After Billing Period

Charge Using External Rating

Resource Overuse

Resource Recurring

Cloud Marketplace: The price is received from the CBC order detail.

Xero: The price is received from the CBC order detail.

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