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Synchronizing New Subscriptions

To synchronize customer subscriptions between Reseller Marketplace and Xero, complete the following steps:

  1. In your UX1 for Resellers, click Integrations.

     
  2. On the dashboard, click Check Changes to update the list of tasks.

     
  3. Select a synchronization task for your customer with the Sales order type. Click Sync Changes.
    • The Sales order type means that a subscription is new.
    • The Change order type means that the existing subscription is upgraded or downgraded.
    • The Billing order type means that this is an existing usage-based subscription.
    • The Cancellation order type means that this subscription is canceled.
       
       
  4. In the synchronization wizard that opens, map the customer between Reseller Marketplace and Xero. Click Continue.
    • Note: If a customer was mapped before, this step is skipped.

       
  5. Map a product between Reseller Marketplace and Xero. Click Continue.
    • If a product was mapped before, this step is skipped.
    • At this step, you can also add a product to Xero by clicking Add product to Xero in the drop-down menu and configuring its parameters.

       
  6. On this step, select an Invoice or create a new one. Then, check changes to the Invoice.
    • The Invoice line items represent a separate fee that is charged in the scope of the Invoice. You can select a line item and configure its parameters, such as description, quantity, price, and discount, as well as whether to load prices from the Xero or Reseller Marketplace.
    • Important: Invoices with the same billing cycle must be selected here, that is, monthly Invoices for monthly subscriptions, and so on.
    • Important:  The Invoice currency and the currency in Reseller Marketplace must be the same.
  7. Confirm the synchronization by clicking Sync All.
Keywords: Xero