Integrating Xero Sync Error Message – Associated parent record is not uploaded to Xero 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.
The purpose of this article is to guide the customer on WHY they get this issue and HOW to resolve it: Why does this error come up?: This error comes up because the Supplier or Customer has not synced over to Xero. Therefore, this invoice cannot sync over either. Resolution: 1) Go to the top right hand corner of Workshop Software and press the Xero sync button 2) Enter your email address and press “Ok”. 3) This manual sync should take an hour to complete.Good to Know
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
Frequently Asked Questions
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.
What if this does not resolve the issue?
If the problem persists after following the steps above, contact the Workshop Software support team. They can investigate further and help resolve the issue.
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