Handle Xero syncronisation issues

If you're having Xero syncronisation issues, the first step is to disconnect and reconnect your Xero account from ROLL. This normally resolves any syncronisation issues and is quick and easy to do. You will also need access to your Xero account to complete this process.

Please note that you won't lose any data doing this.

Steps:

1. Open and log into ROLL in your web browser.
2. Open and log into your Xero account in another browser tab (make sure it's in the same web browser). Note: If you have multiple Xero accounts, please ensure you log into the correct one that you want to integrate with ROLL.
3. From ROLL, go into your general settings and click the "Remove Xero integration" button.
4. Once you've removed your Xero integration, click on the "Authorise Xero" button to reconnect your Xero account. This will bring up the Xero integration page. Follow the onscreen instructions here.

And that's it! It's really easy and generally solves any syncronisation issues.

Invoices that haven't syncronised

If you have any invoices that haven't syncronised with Xero you can push the invoice through to Xero again by opening the affected invoices one by one. When in the invoice, click on the "Save & Close" button. This will send the invoice through to Xero again.

If everything is working as it should, the invoice should syncronise with Xero and the green 'recycle' arrows will show next to the invoice to confirm that it has gone through to Xero.

Do the same with any affected contacts if you need to.

If you're still having problems, please contact us using the "Talk to ROLL" button in ROLL.