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Improvements to the Xero integration
Improvement
3 years ago

Improvements to the Xero integration

We've made a few improvements to the Xero integration to make order processing even more streamlined.

Settings

Configure how you'd like the integration to handle customer contact details on Xero when they differ from those stored on Sellar. You can do this from the Xero integration page.

Export customer contact IDs

Sellar identifies the correct customer in your Xero account via Xero's 'contact ID'. This was difficult to obtain from Xero directly so we've developed a handy customer export tool - which includes the contact ID. This is great if you're looking to import your customer list into Sellar. This is also available from the Xero integration page.

Pro-forma card payments

When you collect a pro-forma card payment from a customer, upon order confirmation in Sellar, we'll create the invoice in Xero with a status of 'Paid'. 

Avatar of authorThe Sellar Team