Here are some Xero integration-related questions our users have asked over DEAR's lifetime – check here to see if your question has been asked before. Please don't hesitate to contact DEAR Support with any problems or questions.
Q: We have noticed that payments from customers being processed in Xero are not syncing to DEAR and the invoices are still showing as unpaid in DEAR. We suspect that this may be related to our period lock date setting in DEAR. Can you confirm? Is there a way for us to fully sync payments between DEAR and Xero since there are many invoices that are showing as unpaid?
A: Check what dates payments were applied to the invoices since you have a period lock date set in DEAR, which means that invoices dated prior to the period lock date will not be updated. If you want to sync these invoices, remove the period lock date temporarily, then use the Load Historical Data feature on the Xero Synchronisation history page to manually specify the starting date for the full synchronisation.
Q: After I run Sync, I click on "5 customers" (imported to Xero) but it just takes me to the entire list of DEAR customers. So how do I find which customers were synced?
A: You can find the names of the customers on the Xero Synchronisation page, a link to which can be found on the Xero Integration page (see screenshot below). Click on the link, and you will be taken to the customer's record in DEAR. The Xero Synchronisation page keeps a log of all synchronised transactions between DEAR and Xero.
Q: We send out invoices in DEAR and also export attachments to Xero but, during sync, we get errors because some files are not supported. What can we do to prevent this from happening?
A: Not all attachments can be synced to Xero. Email is not synced to Xero. PDF files, on the other hand, can be synced. Those that can't be synced have the status set to Skipped to stop retrying sync as it won't work.
Q: There are products in our catalogue with status=Setup Required after syncing between Xero and DEAR. Since we're not selling these products anymore, I changed them all to "Deprecated" before deleting them. But they always come back, with the same Setup Required status. I've also tried merging them with other like products but to no avail. How do I get rid of these products?
A: You need to delete them first in Xero before you can delete them from DEAR. This is to prevent them from being downloaded all over again when syncing between Xero and DEAR.
Q: There has been a sales invoice raised in DEAR which was synced to Xero with the wrong contact. Contact details in either Xero or DEAR have not been changed recently. Does this problem lie with DEAR or Xero?
A: Upon checking DEAR logs, the correct customer details were forwarded to Xero. Thus, this is a problem on Xero's end. To determine why the invoice in Xero reflected info different from what DEAR uploaded onto Xero, you may need to get in touch with Xero customer support.
Q: The period lock date keeps reverting to 31.1.19, but there is no audit trail indicating who changed it. This has happened twice to me today, and I am really, really concerned that a period is open when it should be closed.
A: Lock dates are synced from Xero settings, so the period lock date in DEAR should match the one set in Xero after each sync. You may have missed changing the period lock date in Xero. Check that Xero has the correct period lock date and try synchronising them again.
Q: To begin using DEAR, should we pre-populate all customer information, supplier information, as well as products into Xero first, then integrate with DEAR? We are a company that also assemble raw materials into a finished product, but since Xero does not deal with this, should we just manually enter them into DEAR instead?
A: When using DEAR, we recommend to run your accounts payable/receivable in DEAR and export the data to Xero. This guarantees the most consistent result. Since our definition of 'product' requires more info than Xero, it makes sense to input (or import from CSV) a products list, as well as customer and supplier data in DEAR.
Q: We're converting from MYOB to Xero & DEAR. The MYOB conversion creates draft invoices in Xero for any open orders from MYOB. Do you know of a way to get the data from Xero into DEAR in a draft order state?
A: Draft invoices can't be imported from Xero to DEAR. You need to authorise an invoice in Xero in order to export it to DEAR.
Q: Because we trade with international customers in USD, we also have a 'Foreign Currency Deposit (FCD)' account where we can accept USD without converting it into local currencies. In Xero, we can specify which account the income/expense will go into (if it's an FCD account, then the currency amount is preserved). Is this functionality supported in DEAR and how can I implement this?
A: This is supported in DEAR. When we send data to Xero, we supply the account name and the amount in the original currency. Xero will know what to do with this info, depending on your settings in Xero.
Q: Under Payment Terms, some of our suppliers pay us according to the scheduled payment table (e.g. 25th of the following month, the date may shift by a few days if it lands at a weekend or on national holidays). How can we enter this into DEAR? In Xero, we were able to specify the date it is due. Is it at all possible to do the same in DEAR?
A: DEAR has a Due date field available. You can enter anything you need on this field.
Q: Our company is trying to sync DEAR invoices to Xero and print out the invoices on Xero. However, Xero does not recognise shipping addresses from DEAR for our Compass Group, which includes multiple customers. Is it okay for us to put the site code and customers' names in brackets after 'Compass Group'? For example: Compass Group (site code Northshore Hospital). In that case, Xero will pick up the shipping address. But we will need to send multiple statements to Compass Group instead of one. Is that okay?
A: You can print invoices from DEAR without any complications. If you opt to use Xero for this task, we don't see any issues with adding any info in brackets after the company name.
Q: I am trying to set up the integration for DEAR and Xero. However, there is no option for Xero in the drop-down list of the integration tab. Could you please help me with Xero and DEAR integration?
A: When you sign up for a trial, you need to use Xero as the accounting application to enable the integration.
Q: I want to amend the way that DEAR is integrated with Xero, so that purchase invoices are transferred as drafts. This is so that when the bookkeeper gets the physical invoice, she can check it and then approve/amend it.
A: To change the status of invoices going into Xero, please go to Integrations > Xero and change the Xero Invoice status from Authorised to Draft.
Q: If I use the invoice online payment service from Xero, will DEAR be able to pick up the payment information from Xero? We are thinking about changing the invoice template using the logo and the link for the payment from Xero.
A: We will definitely be able to pick up payments that are applied in Xero. We have a two-way sync for payments so you can apply payments in either system.
Q: If we change an existing invoice/bill in DEAR that has already synced to Xero, will the syncing process amend Xero, or do we need to make the change in DEAR then manually make the change in Xero too?
A: If you make a change to an invoice in DEAR, it will automatically update that invoice in Xero when you sync. However, you need to make sure that there is no payment applied to that invoice in Xero, because if there is a payment applied in Xero, then you will need to undo that transaction in Xero for the changes to sync over from DEAR.
Q: Do you provide a Demo Company environment for your clients like Xero does? We have an account with you and have integrated with our Xero. There are some very substantial changes happening to the company, and we don't want to see any flow of data into Xero nor do we want any testing data or residual data in our DEAR account before we go live with your system.
A: We do not have a demo account like the one Xero provides. However, you can disconnect your DEAR account from Xero by going to Integrations -> Xero -> Disable Xero Integration on your DEAR account, then reconnect to Xero later using the Xero Connect Wizard. When using the Xero Connect Wizard, you will be given the option to delete all DEAR data before connecting.
Q: The client, on a number of occasions, does special jobs, which require a mixture of inventory items. However, the client just wants to show a one-line description instead of multiple lines. I know about the Bill of Material process, which we use on regular assemblies. I'm thinking of creating an invoice in DEAR with all the items listed – Sync it to XERO, delete all the lines, and put in a one-line description, and not changing the Customer, Inventory # or Amount. Is that OK?
A: DEAR won't update an existing sale task from Xero. So it is safe to do these changes in Xero directly after sync.
Q: The 'Include in Email' field is not pushing data. Why?
A: The 'Include in Email' field for the default contact is redundant, because the Default Contact Email is placed in the 'Email To' fields for all statements.
Non-default contacts with 'Include in Emails' checkboxes will be added to the CC email fields and will receive an email too, but the 'Include in Email' field does not have any sense for the Default contact. When importing a primary contact from Xero, this checkbox is getting unchecked because the default contact doesn't need it.
Q: Can you tell me if there is any way that we can use an add-on to automatically import supplier invoices into DEAR? For example, if we were just using Xero, then we could also use HubDoc or ReceiptBank to upload supplier invoices into Xero and avoid manual data entry.
A: Invoices from Xero and DEAR will sync automatically between the applications seamlessly once integrated. However, if you need to integrate to HubDoc or ReceiptBank with Xero, you'd need to reach out to Xero support. Once that's set up, and any invoices in Xero sync to DEAR, there will be matching records. If you need to connect the above-mentioned apps to DEAR, you can use the DEAR API. Please see the link below; however, you may need the expertise of a developer to get this to work. API Link: https://dearinventory.docs.apiary.io/.