Xero: Syncing vendors and customers

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:

• Add to Xero

• 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:

• Business info

• Contact info

• Payment method preference

• 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.