Once you have a Xero integration up and running, you will have the option to select which customers and vendors you want to sync.
Syncing Routable vendors / customers to Xero
Have you started using Routable before connecting to Xero? No worries, we can help ensure a smooth transition!
On your integration page you'll see a list of companies that you can sync over to Xero. It will look like this:
To match a vendor / customer
Once clicking the blue "Match" button you'll be given the option to search for the company (vendor/customer) counter-part under the Xero match column.
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Doesn't exist on Xero? No problem.
If this vendor / customer is new to Xero, you can either:
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Add to Xero
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Skip for now (this will keep a record in Routable, but not on Xero).
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Syncing Xero vendors / customers to Routable:
The more frequent case is that you used Xero before you started with Routable, so we’ll help you move your Xero vendors / customers into Routable.
When you connect to Xero, all of your vendors / customers will load.
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⭐ Note: this list can get long... if you need help expediting your
vendor/customer syncing contact us.
To invite a vendor / customer you can click the Invite button. This will send an email to your vendor / customer asking them to fill in their most up-to-date:
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Business info
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Contact info
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Payment method preference
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Tax info (if vendor)
To add a vendor / customer you can click the Add button. This will simply add the contact records that exist on Xero to Routable - now you will be able to send invoices and / or bills to your selected contact.
I don't want to sync a vendor/customer:
No problem, click Skip for now. You'll be able to sync them at a later time, if you'd like.
I'm having trouble syncing my vendor/customer.
If you're running into issues syncing a vendor / customer, please contact Routable Support using the in-app messenger.