Synchronizing Between Reseller Marketplace and Xero
Synchronizing between
After the initial integration of Xero with
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
Supported Subscription Synchronization Scenarios
Subscriptions with the following configurations are supported for synchronization between
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. |
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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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