Xero Sync Troubleshooting

If you're experiencing issues with the Xero integration, this article covers common problems and solutions.

Invoice not syncing to Xero

If an invoice fails to sync:

1. Go to Settings > Integrations > Xero.
2. Check the Sync Log for error details.
3. Common causes:
   • Expired connection — Click Reconnect and re-authorize.
   • Missing contact — The client doesn't exist as a contact in Xero. Create the contact in Xero first, or enable auto-create in integration settings.
   • Currency mismatch — The invoice currency isn't enabled in your Xero organization.
   • Tax rate not found — The Voltasis tax rate doesn't have a mapping in Xero.

Connection expired

Xero OAuth tokens expire periodically. When this happens:

1. Go to Settings > Integrations > Xero.
2. Click Reconnect.
3. Sign in to Xero and re-authorize Voltasis.

Duplicate invoices in Xero

If invoices appear twice in Xero:

1. Check whether both manual and automatic sync are enabled.
2. Disable automatic sync if you prefer to sync manually, or vice versa.
3. Delete the duplicate in Xero.

Mapping issues

If invoice data doesn't map correctly to Xero:

1. Go to Settings > Integrations > Xero > Mapping.
2. Review the field mappings (accounts, tax rates, currencies).
3. Update mappings to match your Xero chart of accounts.
4. Re-sync affected invoices.

Reset the integration

If issues persist:

1. Go to Settings > Integrations > Xero.
2. Click Disconnect.
3. Wait a moment, then click Connect to set up a fresh connection.
4. Reconfigure your mapping settings.
5. Re-sync invoices as needed.

Tip: Check the Sync Log after every bulk sync to catch and resolve issues early. Sync errors don't block other operations — they just prevent individual invoices from reaching Xero.