Setup your Xero integration options for each financial company here, and once that is done you can seamlessly sync your batch data between Workbench and Xero.
The Xero Integration screen is accessed from the main menu in Workbench under the Administration - Data Transfer folder, and gives you a visual overview of configuration for the selected Financial Company.
The configuration for the selected Financial Company is displayed and modified here, and also to initiate the import sync process with Xero. Data export to Xero is initiated for the respective batch types from Export Control.
If the Xero integration is not setup, refer Getting Started with Xero Integration.
The following checkboxes indicate the optional data to sync for the selected financial company:
The following data are always synced:
Once configuration is complete, data export from Workbench to Xero is initiated for the respective batch types from Export Control.
Xero software was designed for small businesses and as such, comes with a lot of limitations. Xero applies hard limits on various transactions. However, we've observed Xero performance is severely degraded when the number of transactions reaches these numbers:
At Workbench, we're using APIs and able to push more records. However, API calls are also limited. There is no direct translation of API calls to business transactions. i.e. submitting a single invoice requires us to make 3-5 API calls. You can find more information on API limitations here: https://developer.xero.com/documentation/guides/oauth2/limits/
In order to reduce the number of API calls per minute/per hour, we recommend limiting export batches down to 40-50 Invoices, Bills or GL Journal Records.
How do I disconnect from Xero?
In order to disconnect from Xero, navigate to the Xero Integration V2 screen in Workbench and click Disconnect button. Note: Disconnect button is visible only when you're connected to Xero.
What doesn’t your integration do?
Workbench integration does not automatically configure GL Accounts, Payroll Calendars and other Xero Settings. However we do validate Companies ang GL codes to quickly identify a mismatch between Workbench and Xero.
How do I reconcile sales data synced to Xero?
Workbench creates invoices in Xero in "Authorized" status. How you reconcile in Xero will depend on how you've mapped your "GL account" in Activities screen. Please, talk to our consulting team for more info.
When and how does data sync occur? Is it manual, automatic, on login, in real-time. Are there any settings related to synchronizing?
The Sync process occurs automatically every 30 min for data coming from Xero to Workbench. All data from Workbench to Xero has to be exported manually from Export Control screen. The GL Mapping has to be configured on Activities screen.
FAQs:
Process Flow: