Setup & Troubleshooting

Setup

Take me there

https://app.salesbricks.com/admin/settings/integrations

Open your integration settings

In Salesbricks, navigate to Settings -> Integrations and find the Finance / ERP section.

Choose Xero

Click Connect on the Xero option. This opens the Xero integration page.If the option shows Contact us instead, Xero hasn’t been enabled for your account yet. Reach out to Salesbricks Support to have it turned on.

Start the connection

Click Connect to Xero. You’ll be redirected to Xero to sign in.

Authorize Salesbricks in Xero

Sign in and allow access to the organization you want to sync.Salesbricks uses an OAuth connection to Xero, so your username and password are never stored by Salesbricks. The connection requests access to your contacts, invoices, payments, and organization settings.

Grant access to a single Xero organization. Salesbricks maps one Xero organization to one Salesbricks account, and the connection will fail if the authorized user grants access to more than one org.

Confirm the connection

You’ll land back on the Xero page in Salesbricks with an Active tag. Your integration is complete.

What Salesbricks configures for you

The first time you connect, Salesbricks reads your Xero chart of accounts and seeds a working configuration so invoices sync without any manual setup:

Setting	Seeded value
Revenue account	Your lowest-numbered active revenue account
Payment / bank account	Your lowest-numbered active bank account
Override invoice number	On, so Xero shows your Salesbricks invoice numbers instead of its own `INV-` sequence
Override invoice sales tax	On, so Salesbricks pushes its exact per-line tax rather than letting Xero calculate its own
Credit notes for credits and adjustments	On, so non-cash credits post as Xero credit notes instead of payments
Revenue tax type	Left unset, which keeps revenue lines tax-exempt until you choose a tax type

These defaults are only applied on a first-time setup. Reconnecting later never overwrites choices you’ve made.

Next, review what syncs to Xero and how to configure it.

Managing the connection

Open the actions menu on the Xero card in Settings -> Integrations -> Xero:

Action	What it does
Update config	Opens the integration settings.
Disable syncing / Enable syncing	Pauses or resumes all syncing without removing the connection. Data already in Xero is unchanged.
Remove connection	Disconnects Xero and clears the stored configuration.

Choose View logs on the Xero card in the integrations list to see every sync attempt, including anything that was skipped and why.

Troubleshooting

Start with View sync logs on the invoice, or View logs on the Xero card in your integration settings. Skipped syncs are recorded there with the reason.

Invoice not synced

Potential cause	Resolution
No revenue account could be resolved for a line.	Set a Revenue account in your Xero configuration, or ask Salesbricks Support to add a per-item account mapping.
The customer hasn’t synced to Xero yet.	The contact syncs first. Retry the sync, or check the logs for a contact sync failure.
The invoice is muted and Sync muted invoices is off.	Unmute the invoice, turn the setting on, or sync the invoice manually from its billing statement page.
Sync was disabled for the order or the invoice.	Re-enable syncing from the invoice’s actions menu.
Override invoice sales tax is on but no taxable tax type could be resolved for a taxed line.	Set a Revenue tax type in your Xero configuration, or reconnect the integration so Salesbricks can create a matching tax rate in Xero.

Payment not synced

Potential cause	Resolution
The invoice hasn’t been synced to Xero yet.	Payments attach to a synced invoice. Resolve the invoice sync first, then re-sync.
No payment / bank account is configured.	Set a Payment / bank account in your Xero configuration. Xero requires an account on every payment.
The payment was fully refunded before it synced.	Expected. There is nothing left to allocate.
The payment in Xero is for an invoice that does not exist in Salesbricks.	None. Salesbricks cannot reconcile payments for invoices outside the platform.

Line items aren't mapped to Xero items

Potential cause	Resolution
The brick or plan has no SKU code.	Add a code in your catalog, or turn on Auto-populate missing SKU codes so Salesbricks resolves and saves one for you.
The SKU code is longer than 30 characters.	Xero caps item codes at 30 characters. Shorten the code in your Salesbricks catalog.

Tracking categories aren't applied

Potential cause	Resolution
Tracking categories are off, or no category is selected.	Turn on Enable tracking categories and pick a Tracking category name.
Your Xero org already has two active tracking categories.	Xero allows a maximum of two. Archive one in Xero, or select one of the existing categories.
The order has no account representative.	Assign an owner to the order. Lines sync untagged when there is no owner.

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Setup & Troubleshooting

Setup

Take me there

What Salesbricks configures for you

Managing the connection

Troubleshooting

​Setup

Take me there

​What Salesbricks configures for you

​Managing the connection

​Troubleshooting

Setup

What Salesbricks configures for you

Managing the connection

Troubleshooting