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Problem

Data entered (payments, approved invoices, etc) has not synchronised to Xero, or payment data entered into Xero has not synchronised back to Emersion.



Solution

The following reasons may apply if you are entering information into Emersion and it is not being reflected in Xero, or vice versa.

The Poller hasn't run yet

The pollers that push and pull data to and from Xero run on a defined schedule. It is possible that when you entered the data, the poller wasn't scheduled to run for a little while.  To resolve:

The Emersion account and Xero contact are not linked

Emersion accounts and Xero contacts must be linked in order for the data to be synchronised. To resolve, follow the steps in this article.

The invoice or payment to meet Xero's business rules

Data cannot be synchronised if it is not in a state that is acceptable by Xero in accordance with their business rules. To resolve the issue, follow the steps below.

  1. Run the Xero Integration Errors report.
  2. Review the entry and reason for the failure.
  3. Fix the record in question as recommended.
  4. Wait for the system to try and reprocess the object. This may take up to 12 hours. 

The contact in Xero has been archived.

If a contact in Xero has been archived, invoices & payment will not sync and you will see an error in the Xero Integration Errors report like the following: 

Failed pushing completed invoice to Xero due to: Validation Error (The contact with the specified contact details has been archived. The contact must be un-archived before creating new invoices or credit notes.)

Note

A Xero Contact that has been merged with another Contact will also be archived. We recommend against merging contacts until ALL items (invoices, payments, allocations)have been pushed to Xero.

You can restore (un-archive) an archived contact by following the steps outlined in this Xero article.

If the Xero contact has been merged with another contact, you will need to re-associate the Emersion account to the correct Xero Contact.

The connection to Xero has dropped or the configuration is inactive

To resolve, see this article.


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