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Integrating Xero Sync Error Message - Xero integration will not work until valid accounts are entered with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
This issue is because of the way that your Xero account is set up. If you look in your Xero Settings, you will either see blank fields (All fields must be filled, even if you are not using this aspect of the integran) or one of the accounts set up will look something like the screenshot below:
As you can see, the Reference number is missing at the front of the Account Name.
This needs to be changed in Xero:
1) Log into Xero
2) Go to Settings - Chart Of Accounts
3) Click on the Account that is missing the code
4) Update the box called "Code" and click Save.
5) Return to Workshop Software and save the Xero integration.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
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