Do accounts sync over from Xero to Weighsoft?
Yes, with the integration in place accounts in Xero will be synch'd and new accounts in Xero will be created in Weighsoft.
What fields sync over from Xero?
When an account sync is done from Xero to Weighsoft only the below fields are pushed through:
Xero Field | W5 Mapping | Description |
ContactID (Id) | FinanceId | Xero contact unique identifier |
AccountNumber | AccountNo | Account reference code |
Name | Account Name | Contact/company name |
FirstName | Contact FirstName | First name |
LastName | Contact LastName | Last name |
EmailAddress | Contact Email | Email address |
Addresses[POBOX].AddressLine1 | Address 1 | Address line 1 |
Addresses[POBOX].AddressLine2 | Address 2 | Address line 2 |
Addresses[POBOX].AddressLine3 | Address 3 | Address line 3 |
Addresses[POBOX].City | Address 4 (Town) | City/town |
Addresses[POBOX].PostalCode | Postcode | Postcode |
Phones[DEFAULT].PhoneNumber | Telephone | Primary phone (with area code) |
Phones[MOBILE].PhoneNumber | Telephone 2 | Mobile phone (with area code) |
ContactStatus | Inactive flag | 0 = Active, 1+ = Inactive |
Common Issues
Account Number character limit
Weighsoft has a limit of 15 characters for account numbers. If the account number in Xero exceeds this then the account will not sync across.
Account Prefixes in Weighsoft
If you utilize account prefixes in Weighsoft (a functionality commonly used by multi-company systems) then the accounts will not sync over as the link cannot cater for the change in account number between the 2 systems.
Note: This will be addressed in version 5.543.
API Call Limit
Xero has a very limited umber of "Calls" allowed through it's API link. if that limit is hit then Xero will not allow any more accounts sync to go through.
For more detaisl on this please refer to the "Too Many requests" knowledge article.
Sales Ledger Balance not updating on accounts
At present the Account Balance in Xero is not included in the account sync.
Note: This is addressed in versions 5.541.15+, 5.542.2+ and 5.543+
Account Credit Limit not updating
The Account Credit Limit is not included in the fields that the API sends through to Weighsoft. Therefore credit limits will need to be managed manually within Weighsoft as described in the "Set or Amend Credit Limits" knowledge article