If you use Xero this article will explain how to connect Xero to Chaser, explain how the integration works and provide answers to some frequently asked questions of current Chaser customers who use Xero.
Last updated: December 02, 2024
.png?width=688&height=177&name=Frame%201707480122%20(1).png)
Get started: Sign up for a free trial with Chaser
Before connecting to your Xero account, take out a free trial by filling out the following short form: https://www.chaserhq.com/signup
Connect Chaser to Xero
Once the trial is activated, connect Chaser to your Xero account:
- After verifying your email and logging into your Chaser account you will be asked to connect your accounting system. Click Xero and then click Connect with Xero.
- Log in to your Xero account
- Choose the organization you would like to connect to Chaser
- Click Approve and Chaser will launch
- Chaser is now connected to Xero and you can now choose your Chaser account settings
After connecting Xero to Chaser, you can choose your Chaser account settings to tailor your accounts receivable process to best suit your business needs. This includes the business name, country, timezone and currency.
How does the Chaser's integration with Xero work?
Chaser has a direct integration with Xero’s API. When Chaser connects with your Xero account, Chaser is provided with a unique API token that allows access to the Organization and Accounting data in your Xero account. Once Chaser has the API token from Xero, Chaser can request information to be pulled from your Xero account into Chaser. Xero’s API uses OAuth 2.0 to authenticate API tokens.
To have the most up-to-date data, we regularly pull accounting data from your Xero account. These syncs fetch data that has been created or updated since the last sync.
To have the most up-to-date data, Chaser will regularly pull accounting data from your Xero account. These syncs fetch data that has been created or updated since the last sync.
Sync Chaser with Xero
Chaser syncs with Xero once every day and before payment reminder emails are sent out. This ensures that all information is up to date before Chaser emails are sent out.
You can also sync Chaser with Xero at any time in the Chaser app by clicking the Sync now button in the top right of your screen, should you require data to be synced immediately.
What information does Chaser pull from Xero?
Contacts
Through the Xero API, Chaser retrieves your contacts from your Xero account. Chaser pulls through the email addresses, phone numbers, physical addresses and invoices associated with a customer contact in Xero.
Chaser pulls through all the email addresses under a contact in Xero. This means that you can have multiple recipients in Chaser. You can have a ‘Normal’ sender and an ‘Escalated’ sender. You can also get directed straight to the customer in Xero by clicking the 3 dots on the right of the customer and clicking 'Edit in Xero'.
Invoices
Chaser pulls your customer's invoice data directly from your Xero account.
Chaser uses the due date and the creation date from Xero to calculate how many days overdue an invoice is.
You can also go directly to the invoice in Xero from Chaser by going into the invoice page by clicking through an invoice in the Receivables tab and clicking the icon in the top right to View in Xero.
Expected payment dates
Through the Xero API, Chaser can both set and retrieve the expected payment date for an invoice in Xero. This allows you to choose whether or not to chase an invoice before an expected payment date. This means you don't have to worry about stopping or starting chasing disputed invoices.
Troubleshooting
Why am I not able to connect Xero to Chaser?
If you are having issues connecting Xero to Chaser, please ensure that you have a valid Xero login and have the Advisor or Standard user role in Xero.
If you meet the above criteria and are still experiencing difficulties connecting Chaser to Xero, please contact support@chaserhq.com or via live chat.
Why does Chaser not reflect the latest changes in my Xero account?
If changes that you have made in Xero aren’t updating in Chaser, please follow these steps:
- Click Sync Now in the top right corner of your Chaser screen.
- Wait 10-15 minutes. When you sync Chaser with Xero, Chaser checks for all changes in Xero and this can take time.
- Double-check the changes in Xero were completed and have been saved.
- If the problem persists, please contact support@chaserhq.com or via live chat.
Why isn’t my expected payment date not visible in Xero?
If using Xero as your accounting system, the expected payment date will be made available in Xero and saved against the relevant invoice. However, there are cases in which this will not be possible:
- The invoice has a part payment, prepayment or credit note applied against it within your accounting system
- The invoice was created within an active 'lock period' within your accounting system
If these cases occur, the expected payment date will be saved within Chaser but NOT updated in Xero. Chaser will notify you of this.
Why is contact information different in Chaser and Xero?
If some contact information in Xero is different from Chaser then please follow these steps:
- Check that there are no duplicate or archived contacts in Xero. These duplicate/archived contacts could have incorrect information.
- Check that the correct fields in Xero have been filled. For example; check that both first name and last name fields have been filled in.
- Check that Xero has been synced with Chaser recently.
Why did Chaser disconnect from Xero?
When Chaser connects with your Xero account, Chaser is provided with a unique API token that allows access to the information in your Xero account. All API tokens have an expiration date and when they expire, Chaser no longer has access to your Xero account and Chaser will pause chasing activity on your Chaser account.
In these situations, Chaser will notify you that you need to reconnect your Chaser account. To do this, when you log in to Chaser, click the Reconnect to Xero button at the bottom right of your screen.
You will then need to log in to Xero and allow access again, this will provide Chaser with a new API token and your chasing activity will resume.