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To synchronize canceled 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 Cancellation order type. Click Sync Changes.
    • Note: The Cancellation order type means that this subscription is canceled. The Billing order type means that this is an existing usage-based subscription. The Sales order type means that a subscription is new. The Change order type means that the existing subscription is upgraded or downgraded.

       
  4. Map a product between Reseller Marketplace and Xero. Click Continue.
    • Note: 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.

       
  5. On this step, select an Invoice. 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.
  6. Confirm the synchronization by clicking Sync.
Keywords: Xero