Xero Sync - At a Glance

The sync with Xero eliminates double data entry by automatically sending all information to PayMaker from Xero, and sending back payments made/received in PayMaker.

Here is how sync can enable seamless integratation of payments with Payables and Receivables workflow:

By default, the sync runs automatically once a day. A sync can also be triggered manually at any time.

The following image shows what objects sync and in which direction.

Things to Know

  • All payments must be made/recorded in PayMaker. If making or receiving payments outside of PayMaker, remember to return to {P and mark the bill/invoice as paid.
  • Only unpaid invoices in Xero will sync to PayMaker. Draft, partially- and fully-paid bills/invoices won't sync to PayMaker.
  • PayMaker does not sync file attachments to/from Xero
  • While Items are a two-way sync, Sales Tax is still one way from Xero to PayMaker
  • All unpaid bills and invoices from PayMaker sync to Xero as Awaiting Payment
  • $0 bills will sync from PayMaker to Xero as Paid.
  • AR payments in PayMaker will only sync to Xero if applied to an invoice; overpayments/unapplied payments will not sync to Xero.
  • When initially creating locations and departments, those will sync from Xero to PayMaker and/or PayMaker to Xero. Updates to these items will sync between both systems. Deletions made to these items, however, will not sync in either direction, they must be done in PayMaker manually.
  • If using approvals in Xero, once a bill is approved in Xero it can not be deleted, it can only be voided. Voiding an approved bill in Xero will not sync to PayMaker. The bill will need to be manually deleted in PayMaker.

If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.