Xero Connect Error Solutions

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Administrator System Administrator	Connect > Xero Connect > Run Connect > Preview screen

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System Administrator

Connect > Xero Connect > Run Connect > Preview screen

Error Message	Edit Option	How to resolve
Card ID is mandatory.	Staff	Click Edit, and add Card ID number to the Staff record. Tip: Only System Administrator and Director access levels will be able to save changes to the staff record.
Card ID is mandatory.	Contact	Click Edit, and add Card ID number to the Contact record.
Email will be ignored as it is not valid	Contact	Click the Edit button and change the contact email address to be a valid format. i.e. robert@paradise.com is a valid email address, and @paradise.com is an invalid email address format. Tip: If a Contact email address is invalid it is coloured with an orange highlight as a warning. The contact will still be sent in the sync, however the email address highlighted will not be sent for the contact.

Error Message	Edit Option	How to resolve
No error, however the 'reference' field is blank.	Project	Edit the 'client reference number' on the Project > General tab, which can be shown as the invoice / credit note reference.
No error, however the 'reference' field shows incorrect invoice text.	Project	Check the invoice note, or invoice / credit note details on the Project > Invoice tab.
Account Code is not valid, A blank account code was generated, review the segment setup. OR Account Code does not exist in Xero.	Contact	If the account code setting is set to 'Generate' and the account segment of 'Contact' was selected then this error can be shown. Resolve this error by Select the Edit Contact option. Check that the 'Account Code' entered on the Contact > General Tab is correct and matches what exists in Xero. Save and Close. Refresh the Preview screen.
Contact 'XXXX' is not in Xero or the list of contacts to be exported.	Contact	Check the Contacts tab of the Preview window, and look for the contact name shown where 'XXXX' is listed above. If the contact is missing the CARD ID entry, this will be shown as missing on the invoice lines tab until the CARD ID error has been resolved. This can also occur if you have skipped the named contact. Add the contact back to the Preview window from the Skipped Contacts List and the error will be resolved.
Account Code is not valid, A blank account code was generated, review the segment setup. OR Account Code does not exist in Xero.	Cost Centre	If the account code setting is set to use the 'Inventory Item' of 'Cost Centre' and the 'From Item' account code option is used, or any other Inventory Item option was chosen and the 'Generate' account code option was selected to use the account segment of 'Cost Centre' then this error can be shown. Resolve this error by Select the Edit Cost Centre option. Check that the 'Account Code' entered on the Cost Centre is correct and matches what exists in Xero. Save and Close. Refresh the Preview screen.
Cost Centre code is mandatory	Cost Centre	Cost Centre was selected as the 'Inventory item' and the account code option of 'from Item' was selected in the wizard. This error will be shown if no 'Code' and 'Account Code' have been entered on the Cost Centre. Resolve this error by Select the Edit Cost Centre option. Enter the 'Code' and 'Account Code' to be used to create the Xero Inventory Item. Save and Close. Refresh the Preview screen.
Account Code is not valid, A blank account code was generated, review the segment setup. OR Account Code does not exist in Xero.	Discipline	If the account code setting is set to use the 'Inventory Item' of 'Cost Centre' and the 'From Item' account code option is used, or any other Inventory Item option was chosen and the 'Generate' account code option was selected to use the account segment of 'Cost Centre' then this error can be shown. Resolve this error by Select the Edit Discipline option. Check that the 'Account Code' entered on the Discipline is correct and matches what exists in Xero. Save and Close. Refresh the Preview screen.
Discipline code is mandatory	Discipline	Discipline was selected as the 'Inventory item' and the account code option of 'from Item' was selected in the wizard. This error will be shown if no 'Code' and 'Account Code' have been entered on the Discipline. Resolve this error by Select the Edit Discipline option. Enter the 'Code' and 'Account Code' to be used to create the Xero Inventory Item. Save and Close. Refresh the Preview screen.
Account Code is not valid, A blank account code was generated, review the segment setup. OR Account Code does not exist in Xero.	Attribute Account	If the account code setting is set to use to 'Generate' account code option and the account segment of 'Attribute' was selected, then this error can be shown if the account code entered on the attribute is incorrect. Resolve this error by Select the Edit Attribute Account option. Check that the code entered in the 'Account' column is correct for the attribute type selected for use as the account segment. The entered account code must match what exists in Xero. Save and close. Refresh the Preview screen.
Account Code is not valid, A blank account code was generated, review the segment setup.	Connect Wizard > Invoices Screen	If the account code setting is set to 'Generate' and no account segment was entered, then this error can be shown. Resolve this error by Returning to the 'Invoices' screen of the Xero Connect Wizard. Enter an account segment to used to generate the Xero Account Code. Click the Preview button in the toolbar, and the wizard will refresh the preview window to show if this update has resolved the error.
Account Code does not exist in Xero.	Connect Wizard > Invoices Screen	If the account code setting is set to 'Generate' and the account segment of 'Fixed Value' was selected, then this error can be shown if the fixed value entered does not match an account code that exists in Xero. Resolve this error by Returning to the 'Invoices' screen of the Xero Connect Wizard. Click the Edit button next to the Account Code setup area. Double click the Fixed account segment shown. Update the Value entered. Save and Close. Save and Close. Click the Preview button in the toolbar, and the wizard will refresh the preview window to show if this update has resolved the error.
Xero Item Code is mandatory	Xero	A Xero Item was selected on the Invoices screen of the Connect Settings, and the nominated Xero item does not have an account code entered within Xero. To resolve this open Xero and use the Settings > Inventory Items function, and add an 'Account for Sales' to the Xero Inventory Item.
An error is shown when exporting an invoice: Invoice ABC123 failed to export: A Contact must be specified for this type of transaction.	Synergy Contact	This error occurs when the contact record in Xero has been archived, and the contact record is still in use in Synergy. To transfer the invoice in Synergy, a new contact record in Xero needs to be created by Connect. This can be triggered in Synergy by changing the CARD ID that is attached to the contact to a new unique number. Complete the following steps: Open the invoice to find out the invoice contact name. Go To Contacts List and open the Contact record. Delete the existing Card ID and save close the contact. Click the 'Edit Card ID's' button in the toolbar. The contact should be shown in the list. Click the 'Auto Assign' button in the toolbar, to give the contact the next available CARD ID number. Save. Re-run connect and the invoice and contact record will be sent to Xero in the sync.

Error Message	Update required	How to resolve
Invoice #XXX does not exist in Xero.	Synergy Invoice	When exporting payments from Synergy to Xero, this error can be shown if the invoice number the payment is linked to in Synergy does not exist in Xero. This can occur if the invoice has been skipped on the Invoice Lines tab of the wizard. Add the invoice back to the Invoice Lines tab to resolve this error. If this invoice will never be sent to Xero, then skip this payment row to allow the Connect sync to complete.
Payment type is mandatory	Synergy payment	The payment type must be entered on each payment entered in Synergy before it can be sent to Xero. This is shown in the 'Reference' column on the export payments tab. This error will be shown when this is blank, as the payment type is required to map to a Xero Bank Account to transfer the payment into. To resolve this error Close the Xero Connect Wizard. Go to the invoice number the payment is for using Projects > Invoice Maintenance. Locate the invoice number in the list. Double click the invoice number to open it, and go to the Payments tab. Enter the Payment Type. Save and Close. Return to the Xero Connect Wizard. Tip: Learn more about entering payments in Synergy.
Invoice does not exist	Xero Invoice	When importing payments from Xero to Synergy, this error will be shown if the invoice number the payment is linked to does not exist in Synergy. This can happen if the payment is for a Xero invoice that will never be entered in Synergy. Resolve this by either entering the missing invoice into Synergy, as assigning the same invoice number within Synergy and Xero to the invoice. Or resolve this by skipping the payment row, as the invoice will never exist within Synergy.

Error Message

Update required

How to resolve

Invoice #XXX does not exist in Xero.

Synergy Invoice

When exporting payments from Synergy to Xero, this error can be shown if the invoice number the payment is linked to in Synergy does not exist in Xero.

This can occur if the invoice has been skipped on the Invoice Lines tab of the wizard. Add the invoice back to the Invoice Lines tab to resolve this error.

If this invoice will never be sent to Xero, then skip this payment row to allow the Connect sync to complete.

Payment type is mandatory

Synergy payment

The payment type must be entered on each payment entered in Synergy before it can be sent to Xero. This is shown in the 'Reference' column on the export payments tab. This error will be shown when this is blank, as the payment type is required to map to a Xero Bank Account to transfer the payment into.

Tip: Learn more about entering payments in Synergy.

Invoice does not exist

Xero Invoice

When importing payments from Xero to Synergy, this error will be shown if the invoice number the payment is linked to does not exist in Synergy. This can happen if the payment is for a Xero invoice that will never be entered in Synergy.

Resolve this by either entering the missing invoice into Synergy, as assigning the same invoice number within Synergy and Xero to the invoice.

Or resolve this by skipping the payment row, as the invoice will never exist within Synergy.

Error Message	Edit Option	How to resolve
No error, however the 'description' field is blank.	Project	If the expense description option of 'Sub Project Note' was chosen in the wizard, then this field can be blank if no text has been entered into the Note field of the Sub Project.
Account Code is not valid, A blank account code was generated, review the segment setup. OR Account Code does not exist in Xero.	Contact	If the account code setting is set to 'Generate' and the account segment of 'Contact' was selected then this error can be shown. Resolve this error by Select the Edit Contact option. Check that the 'Account Code' entered on the Contact > General Tab is correct and matches what exists in Xero. Save and Close. Refresh the Preview screen.
Contact 'XXXX' is not in Xero or the list of contacts to be exported.	Contact	Check the Contacts tab of the Preview window, and look for the contact name shown where 'XXXX' is listed above. If the contact is missing the CARD ID entry, this will be shown as missing on the expense lines until the CARD ID error has been resolved. This can also occur if you have skipped the named contact. Add the contact back to the Preview window from the Skipped Contacts List and the error will be resolved.
Account Code is not valid, A blank account code was generated, review the segment setup. OR Account Code does not exist in Xero.	Cost Centre	If the account code setting is set to use the 'Inventory Item' of 'Cost Centre' and the 'From Item' account code option is used, or any other Inventory Item option was chosen and the 'Generate' account code option was selected to use the account segment of 'Cost Centre' then this error can be shown. Resolve this error by Select the Edit Cost Centre option. Check that the 'Account Code' entered on the Cost Centre is correct and matches what exists in Xero. Save and Close. Refresh the Preview screen.
Cost Centre code is mandatory	Cost Centre	Cost Centre was selected as the 'Inventory item' and the account code option of 'from Item' was selected in the wizard. This error will be shown if no 'Code' and 'Account Code' have been entered on the Cost Centre. Resolve this error by Select the Edit Cost Centre option. Enter the 'Code' and 'Account Code' to be used to create the Xero Inventory Item. Save and Close. Refresh the Preview screen.
Account Code is not valid, A blank account code was generated, review the segment setup. OR Account Code does not exist in Xero.	Discipline	If the account code setting is set to use the 'Inventory Item' of 'Cost Centre' and the 'From Item' account code option is used, or any other Inventory Item option was chosen and the 'Generate' account code option was selected to use the account segment of 'Cost Centre' then this error can be shown. Resolve this error by Select the Edit Discipline option. Check that the 'Account Code' entered on the Discipline is correct and matches what exists in Xero. Save and Close. Refresh the Preview screen.
Discipline code is mandatory	Discipline	Discipline was selected as the 'Inventory item' and the account code option of 'from Item' was selected in the wizard. This error will be shown if no 'Code' and 'Account Code' have been entered on the Discipline. Resolve this error by Select the Edit Discipline option. Enter the 'Code' and 'Account Code' to be used to create the Xero Inventory Item. Save and Close. Refresh the Preview screen.
Account Code is not valid, A blank account code was generated, review the segment setup. OR Account Code does not exist in Xero.	Attribute Account	If the account code setting is set to use to 'Generate' account code option and the account segment of 'Attribute' was selected, then this error can be shown if the account code entered on the attribute is incorrect. Resolve this error by Select the Edit Attribute Account option. Check that the code entered in the 'Account' column is correct for the attribute type selected for use as the account segment. The entered account code must match what exists in Xero. Save and close. Refresh the Preview screen.
Account Code is not valid, A blank account code was generated, review the segment setup.	Connect Wizard > Expenses Screen	If the account code setting is set to 'Generate' and no account segment was entered, then this error can be shown. Resolve this error by Returning to the Expenses screen of the Xero Connect Wizard. Enter an account segment to used to generate the Xero Account Code. Click the Preview button in the toolbar, and the wizard will refresh the preview window to show if this update has resolved the error.
Account Code does not exist in Xero.	Connect Wizard > Expenses Screen	If the account code setting is set to 'Generate' and the account segment of 'Fixed Value' was selected, then this error can be shown if the fixed value entered does not match an account code that exists in Xero. Resolve this error by Returning to the Expenses screen of the Xero Connect Wizard. Click the Edit button next to the Account Code setup area. Double click the Fixed account segment shown. Update the Value entered. Save and Close. Save and Close. Click the Preview button in the toolbar, and the wizard will refresh the preview window to show if this update has resolved the error.
Xero Item Code is mandatory	Xero	A Xero Item was selected on the Expenses Wizard screen, and the nominated Xero item does not have an account code entered within Xero. To resolve this open Xero and use the Settings > Inventory Items function, and add an 'Account for Sales' to the Xero Inventory Item.
Account Code is not valid, A blank account code was generated, review the segment setup. OR Account Code does not exist in Xero.	Expense Type	If the account code setting is set to use the 'Inventory Item' of 'Expense Type' and the 'From Item' account code option is used, or any other Inventory Item option was chosen and the 'Generate' account code option was selected to use the account segment of 'Expense Type' then this error can be shown. Resolve this error by Select the Edit Expense Type option. Check that the 'Account Code' entered on the Expense Type is correct and matches what exists in Xero. Save and Close. Refresh the Preview screen. If this error is still shown for an expense, this indicates that no 'expense type' was entered on the supplier or staff expense in Synergy. Resolve this error by Closing the Xero Connect Wizard. Locate the expense (staff or supplier) and update it to include an expense type. Return to the Xero Connect Wizard > Preview screen. Please note that Invoiced or written off expenses are not able to be edited to have an expense type added. In this case you would need to entered the record manually into Xero, and skip the problem row in the Xero Connect Wizard.
Expense Type code is mandatory	Expense Type	Expense Type was selected as the 'Inventory item' and the account code option of 'from Item' was selected in the wizard. This error will be shown if no 'Code' and 'Account Code' have been entered on the Expense Type. Resolve this error by Select the Edit Expense Type option. Enter the 'Code' and 'Account Code' to be used to create the Xero Inventory Item. Save and Close. Refresh the Preview screen.
Supplier Expense 'XYZ' for $ (ex tax) failed to export: Invoice not of valid status for modification.	Xero	The supplier expense sent in the Sync has already been created manually in Xero. To remove this warning from the Xero sync results, either skip the supplier expense row in the Synergy Xero Connect Preview screen, or delete the supplier expense from Xero to allow the sync from Synergy to add the record.
Supplier expense line(s) in preview show an warning message 'Invoice no exists in Xero'.	Synergy Bill and Xero Purchase	Xero and Synergy allow you to enter multiple Supplier expense (bills) with the same 'invoice #' assigned. However both systems show a warning message when the same number is used, to allow you to review the Bill and make sure that duplicate data is not being entered. Reasons for this warning Supplier bills can also shown with this warning if someone has manually entered the Bill Purchase in Xero, instead of sync'ing the data via connect. Another Supplier Bill has the same invoice number, and this is just shown for a safety check to ensure duplicated data is not being sent to Xero. Synergy has recently been upgraded to the 4.9.4 release, and historical bills sync'd in previous months are showing again with this warning. The interface has changed in this release to match on a 'unique ID' for the bill instead of the 'invoice #'. Due to this Bills previously sync'd will show with this error for the first sync after the upgrade. Contact Synergy Support for more details on this change. Solutions Find the Supplier (Bill) line in the preview that is listed with the error and note down the 'Invoice #'. Go to Xero > Purchases, and look for the invoice number. If the supplier expense (bill) already exists in Xero then either: Skip the line in Connect Preview - as the bill has been manually entered in both Xero and Synergy. If you have just upgraded to the 4.9.4 Synergy release then this bill would have been sync'd in a previous month prior to the upgrade. Skip all the bill lines that already exist in Xero to ensure a duplicate bill line is not sent. Contact Synergy Support for more details on this change. Or if the bill in Xero has the same number but is for a different expense, then leave the warning line in the preview window and send it in the sync. This will create the new bill purchase in Xero.
Supplier expense line(s) in preview show an error message 'Supplier Expenses attached to the Sub Project 'Unallocated Costs' cannot be exported'.	Synergy Bill	Supplier expense (Bills) can only be sent to Xero when they are fully disbursed against a sub project that is not 'unallocated costs'. In addition the bill must be locked to be sent via Connect. To resolve this error On the supplier expense lines tab > click the edit 'supplier expense' button. The supplier expense (bill) opens. Check the disbursement lines to locate the line with the sub project of 'unallocated costs'. Bills can only have this sub project attached when they have not yet been invoiced. This means the line can be updated. Unlock the supplier bill. Update the sub project to be something other than 'unallocated costs'. Re-Lock the bill. Save and close. Back in the Xero Connect preview window click the 'refresh button'. The error message has been removed.
Supplier expense (bills) are not shown in the Connect preview window.	Synergy Bill	Synergy supplier expenses (bills) are only shown in the Connect preview window then they are valid to be sent in the next sync to Xero. To be valid to be sent to Xero a bill must be Fully disbursed - full value is allocated to a project / sub project. The bill is locked (New in 4.9.4 release). The 'Export to Connect' flag is checked on the bill, to allow the export of the data to Xero (New in 4.9.4 release). Add the optional columns into Projects > Supplier expenses (Bills) list to see if the missing bill has been disbursed, locked, and marked as export to connect.
Supplier expense payment preview shows an error 'Unable to match payment to invoice'.	Synergy Bill	The error 'unable to match payment to invoice' is shown when the supplier expense (bill) payment cannot be imported into Synergy. This can occur for some payments after the upgrade to the 4.9.4 Synergy release. The reason for this is that the supplier bills previously matched on the 'invoice #' prior to the 4.9.4 upgrade. After the upgrade is completed for 4.9.4 the matching for supplier bills (and payments) is completed on 'unique id #'. for an interim period this message will be shown. Enter the supplier bill payment by Go to the Xero Connect> Preview > Supplier expense payment lines tab. Locate the bill payment line that cannot be imported. Click the Edit > Supplier expense button on the row. The supplier bill in Synergy opens. Enter the bill payment details shown in the Connect Preview window. NOTE: If you drag the bill window to your other monitor you can see Connect and the Bill details at the same time to be able to easily enter these details. Save and close the open bill. Skip the bill payment row for which you have manually updated Synergy with the details. Repeat for each other bill payment line that has the same error.
Supplier expense (bill) payments are not shown in the Connect preview window.	Synergy Bill	Synergy supplier expenses (bills) payments can only be imported from Xero to Synergy using Connect if they are valid to be imported. If the bill payment is not valid, then it is not shown in the preview window. To be valid to be imported from Xero a bill must be Fully disbursed - check that the bill still has the full value is allocated to a project / sub project. If a user has deleted a bill disbursement line, then this will need to be corrected before a payment can be imported. The bill is locked (New in 4.9.4 release). Payments can only be imported and added to locked bills. Add the optional columns into Projects > Supplier expenses (Bills) list to see if the missing bill has been disbursed, and is still locked.

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