Synchronizing New Subscriptions
To synchronize customer subscriptions between Reseller Marketplace and Xero, complete the following steps:
In your UX1 for Resellers, click Integrations.
On the dashboard, click Check Changes to update the list of tasks.
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.
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.
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.
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.
Confirm the synchronization by clicking Sync All.