Sync Orders from Infusionsoft to Xero

Infusionsoft Set-Up

The integration installs no files on your website. It pulls data from a page on Infusionsoft's website, based on your user information. Here are the steps to integrate:

  1. Login to Connex for Xero.
  2. On the my connections page, choose Infusionsoft.
  3. Click submit.
  4. In the modal dialog, click continue.
  5. Login to Infusionsoft.
  6. Allow access to our app.

You will be redirected to our site to complete your settings.

Invoices and Payments

Our system can pull InfusionSoft payments independent of invoices. An invoice can enter Xero, followed by a payment a few days later. Infusionsoft adds manual payments with a time of 12:00 AM. Our system will add twenty hours to this time, so our system can retrieve it. If you create an order and a manual payment within a few minutes, the payment should sync with the order. Otherwise, please allow up to one day to receive payments in Xero. 

To set-up invoices and payments, go to the settings page of Cloud Cart Connector. Select invoices and payments if paid from the transaction drop down.

Matching Payments

The payment reference number uses the transaction ID, which is a unique ID assigned by your bank. By assigning a unique ID to QuickBooks payments, you can assign multiple payments to the same order:

  1. Invoice 123 in Infusionsoft for $100
  2. Payment 1 for $25
  3. Payment 2 for $75

Our software looks for duplicate payment by the reference number. If you assign the invoice id as the reference number, two things will happen:

  1. You cannot assign multiple payments for the same invoice.
  2. It's possible another payment uses that reference number.

If you pull a transaction detail summary from your merchant account, you can match the payment reference numbers.

InfusionSoft Invoice Id and Order Id

There are two identifers for an invoice in Infusionsoft. The first is an invoice id, which you see by clicking view orders. The second is an invoice number (a.k.a. order id) that you see when print previewing an invoice. Most of the time, these numbers are the same. When you delete orders, these numbers can be different. 

Since we use the invoice number, we recommend showing this field in your orders admin. Here are the steps:

  1. Hover over the top menu and click orders.
  2. Under edit criteria / columns, select invoice id:
     
  3. Note the invoice id and order id columns: 
  4. Next to an order, click view
  5. Scroll to the bottom and click preview invoice
  6. Verify that the invoice id and the invoice number are different.

If you want to use the invoice id as the Xero order number, read this KB article.

Exporting Orders by Id

Our software pulls orders by the order id column. To export a list of orders by their id, follow these steps:

  1. Using the examples above, show the invoice id and order id columns in Infusionsoft.
  2. Login to Connexfx.com.
  3. On the my connections page, click submit.
  4. On the configure page, click order export.
  5. In the order list field, enter a comma separated list of order ids: 
  6. Click save and sync.

If the orders have payments, they will import into Xero at the same time.

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