Arlo provides seamless two-way integration with Xero to manage your invoices.
Orders are automatically exported to Xero and assigned to your account/GL codes, and payments against the invoices are synchronised back into Arlo.
Credit card orders paid using the Arlo checkout are exported to Xero automatically, and the order is marked as paid in both systems automatically. Orders submitted with alternative payment methods are exported to Xero when the order is approved, or an invoice is sent. The order is marked as unpaid in both systems until you add payments to the order in Xero.
The following table illustrates the field mapping of fields in Arlo with fields in Xero.
Where the billing contact is an organisation
|Organisation's Name||Contact name|
|Organisation's Postal address||Postal address|
|Organisation's Physical address||Physical address|
|Organisation's Main phone||Telephone|
|Order contact’s First Name||Contact person's First Name|
|Order contact’s Last Name||Contact person's Last Name|
|Order contact’s Email Address||Email Address|
|Order contact’s Mobile||Mobile|
|Order contact’s Skype||Skype|
Where the billing contact is an individual
|Contact's Full Name||Contact name|
|Contact's Postal address||Postal address|
|Contact's Work address||Physical address|
|Contact's Work phone||Telephone|
|Contact's First Name||Contact person's First Name|
|Contact's Last Name||Contact person's Last Name|
|Contact's Email Address||Email Address|
With the Xero integration, orders are automatically exported to Xero and assigned to your account/GL codes, and payments against the invoices are synchronised back into Arlo.
Orders from Arlo may fail to export to Xero at times. Arlo will provide you with an error message explaining why the order has not been exported. The following article outlines some common errors and how you can resolve them.
You can see which orders which have failed to export and require attention on the Requires attention order list.
Learn more about troubleshooting Xero integration errors.