Xero data displaying in Dwellant

Key Data Exchanges

Properties and Owners

Dwellant Accounting Properties are Xero Organisations

Dwellant Accounting Owners are the Xero Organisation Legal Name

To switch between organisations use the drop down in the top left.

To modify the organisation name or legal name, go to the Settings option on the menu. Settings / General / Organisation details

It seems that Xero have no test system, but every customer has a Demo Company.

If a property is not created in Dwellant you may need to revoke and grant permission again. 

Tenants and Units

Xero Contacts that are Customers are Dwellant Accounting Tenants

Postal Address - "Correspondence Address"
Street Address - "Unit Address"

Street address is required for the user to be imported.

Archived contacts are not imported.

Xero Contacts are classified as Customers and/or Suppliers. To make a Contact a Customer add an Invoice to the Contact.

Schedules and Expense Types

A Tracking Category needs to be added named “Schedules”. Every option within this is a Dwellant Accounting Schedule.

Accounting / Advanced / Tracking Categories

Every Schedule is linked to every Expense Type.

Xero Accounts are Dwellant Expense Types.

Accounting / Advanced / Chart of accounts

Bank Accounts are not included. The code given is used as the external id.

Archived Accounts are not included. But if an Account is active in any organisation then it will be included.

Every Expense Type is linked to every Schedule.

VAT Types

Xero Tax Rates are Dwellant VAT Types

Accounting / Advanced / Tax rates

Contractors

Xero Contacts that are Suppliers are Dwellant Accounting Contractors

Xero Contacts are classified as Customers and/or Supppliers. To make a Contact a Supplier (contractor) add a Bill to the Contact

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Invoice Export

The plugin type is: Xero.InvoiceCreatorPlugin

From Schedule and Direct from Debtor invoices supported.

Approved invoices are sent straight Xero, then they can be found in the Supplier Contacts list of Bills.

Direct From Debtor invoices go to the Customer Contact (accounting tenant) as well as the Supplier Contact.

Each cost assignment for each line item is listed in the Bill.

Troubleshooting

If the contractor external id does not exist in Xero, an exception will occur like this:
“Invoice_821684_Error = Unsuccessful response code: NotFound: , Response Text“