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Why isn't my data flowing into Xero?
Whether it is customers, invoices, payments or stock/purchase order related data that isn't sychronising between Xero and Auxo Workshop as you expect, you should first check you have set up your Xero integration, for more information refer to the Xero Setup KB here as a start point.
Why didn't my customer sync with Xero?
New customers are only uploaded from Auxo to Xero, not the other way around. Auxo is considered the master database for customer data.
When importing from Xero, customers without an email or phone number won't be imported. Also, archived Xero customers won't be imported.
If the customer's Contact Name in Xero doesn't match their First Name, they'll be imported as a company in Auxo, which might cause confusion.
For more information please see the Xero Data Flow KB here and read more on how to Tidy Customer Data in Xero to improve the success rate of data imports.
Why don't I see my Auxo Workshop transactions in Xero?
There are a few possible reasons:
Sync issues: Invoices are created in Auxo Workshop and then uploaded to Xero. If there's a problem with the sync, your invoices might not appear.
Plan limitations: If you're on a Xero Starter/Early/Ignite plan, there's a monthly limit of 20 invoices. If you've exceeded this, new invoices won't upload to Xero.
Duplicate invoice numbers: If you're creating invoices in both Auxo and Xero, you might get sync errors if an invoice number is already used in Xero.
For more information see our Xero - Troubleshooting & Known Issues KB article here.
How do I disconnect from Xero?
See our Disconnect from Xero KB here.
When does the data sync occur?
The data sync is live between Auxo Workshop and Xero. For more information see the Xero Data Flow KB here.
How do I manage debtor accounts or send statements?
Managing debtor accounts is best managed within your Xero account. While you will be invoicing customers from within Auxo Workshop and you may be entering payments either directly into Xero or into Auxo Workshop, all debtor account management should be managed within Xero. Auxo Workshop will send invoices etc to Xero; from there Xero manages the balances and statements etc.
For more information on managing statements in Xero, please see:
https://central.xero.com/s/article/Send-a-customer-statementThere is also a further report in Xero you may find useful for managing debtor accounts:
https://central.xero.com/s/article/Aged-Receivables-Summary-report-New#Newversion
Will customers/suppliers archived in Auxo Workshop also be archived in Xero?
No, deletion (actually, "archiving") of contacts from Xero has to be done in Xero. Archiving customers in Auxo Workshop will only remove them from Auxo Workshop. Read more about archiving Xero contacts here: https://central.xero.com/s/article/Archive-or-restore-contacts