In order to integrate your XERO account to Erply you must first reach out to our support represntatives who will activate the XERO Integraiton plugin on your Erply account. You can reach our support by writing to email@example.com
Once the integration plugin is added to your Erply account you need to perform the following steps:
Once you have completed the authentication process you will be directed back to the Erply backoffice where you must set up your integration by adding account mappings, payment type mapping, tax mappings and configuring the data exchange intervals for the integration between Erply and XERO
In order for the integration to work correctly you must choose XERO for all the below fields:
You must also map together:
To see your current sync status together with last data exchange timestamps for each entity you must navigate to the Sync Status tab.
You also have the option to activate/inactivate the integration, disconnect the integration from XERO as well as initiate a manual sync.
All integration logs are visible by navigating to the Integration Log tab.
From there you are able to see all errors that have occurred together with the exact timestamps, that affected entity and record ID, error message and the direction (from or to Erply). By using the information provided it is easy to resolve all or any issues and re-sync the affected entity records.