Collaborate Xero Admin to SpyderFlow Administrator
- Collaboration with the SpyderFlow Administrator is recommended as to make changes can require configurations in both Xero and SpyderFlow.
- Also, the SpyderFlow Administrator is recommended to collaborate with the Xero Administrator for same reason.
- Unless the same person is both Xero and SpyderFlow Administrator then that person can do both roles and configurations.
Set up between Xero and SpyderFlow
- Follow processes from Custom Connection | Xero | Overview.
- This will outline from purchase a subscription through to each step needed for setting up custom connection (Xero to SpyderFlow).
Work Orders and Purchase Orders reference format in Xero
- WO invoicing will show by IW reference.
- PO will show by ref number given and trade name etc.
Email Out of Invoices
To email from Xero
- Xero can bulk email – Select all and send to email.
Xero Limits – When Approving Invoices from SpyderFlow
- No more than 5 at the same time
- Minute Limit: 60 calls in a rolling 60 second window.
- Daily Limit: 5000 calls in a rolling 24-hour window
Xero limit issues and fixes
- Invoices can show as failed and need to be reprocessed or cancelled.
- If issues occur collaborate with SpyderFlow administrator to check Incoming and Outgoing Events, to reprocess or cancel invoices.
Related Links
Custom Connection | Xero | Overview
Custom Connection | Xero | Purchase Subscription