Documentation Index
Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
Use this file to discover all available pages before exploring further.
1. Xero Account Disconnected
Why this happens: The connection with Xero has expired and needs to be re-authenticated.
Open the app
Open the Xero Integration by Cloudify app from Connected Apps.
Go to Settings
Navigate to Settings and click the Connect/Disconnect Xero button.
Reconnect
Reconnect your Xero account.
Why this happens: A company is either not associated with the deal, or the app settings are not configured to sync when only a contact is associated with the deal.
3. Account Is Not Valid as a Default Account
Why this happens: The sales account mapped under customer default mappings is not suitable for revenue posting. The account must be of type Revenue in Xero.
Open the app
Open the Xero Integration by Cloudify app from Connected Apps.
Go to Customer Default Mappings
Navigate to Settings → Customers → Customer Default Mappings.
Update the sales account
Locate Default Sales Account and select the correct Revenue type account from the dropdown.
Save
Click Save to apply the changes.
4. Product / Line Item Not Present in HubSpot Deal
Why this happens: No line item or product is associated with this HubSpot deal. Xero requires at least one line item to create an invoice.
Add a product directly to the deal in HubSpot, then re-trigger the integration by changing the deal stage back and forth.
Open the app
Open the Xero Integration by Cloudify app from Connected Apps.
Go to Products
Navigate to Settings → Products.
Enable the fallback option
Locate the “Do You Have Deals Without Products?” section and enable the checkbox.
Select a default product
Select a Xero product from the dropdown list.
Save
Click Save to apply the changes.
