Even after a successful connection between Tradogram and Xero, data synchronization can occasionally encounter hurdles. Most issues stem from minor discrepancies in how accounts, taxes, or items are named across the two platforms.

Items Not Copying to Xero

If you find that items from your invoices or expenses are not appearing in Xero, the issue is likely rooted in your Default Account settings.

• The Cause: Tradogram requires a fallback account for items that aren't explicitly linked to a GL Account. If your specific GL accounts don't match Xero perfectly, the system defaults to this setting.
• The Solution: Ensure you have selected a valid "Default account for items that do not have a GL Account" in your integration settings. For items to bypass the default and hit specific accounts, those accounts must be an exact match with your Xero Chart of Accounts.

Account Name & Mapping Issues

Mismatched Chart of Accounts is the most frequent cause of synchronization failure.

• Exact Match Required: Tradogram and Xero must have identical naming conventions for GL accounts. Even a small difference in punctuation or spacing will break the sync.
• Character Limits: Tradogram has a 300-character limit for GL Account names. If your Xero account name exceeds this, you must shorten it in both systems to ensure they can synchronize properly.

Tax Code Discrepancies

If your tax calculations appear incorrect or fail to push to Xero, check your Tax Code configurations.

• The Requirement: The "Name" field in your Tradogram Tax Codes (found under Manage Company) must be an identical match to the "Sales Tax Code" in Xero.
• The Solution: Verify that the tax percentages and names are mirrored exactly between the two platforms to allow the data to bridge correctly.

Items Hitting the Wrong GL Account

If items are appearing in Xero but are coded to the wrong account:

• Check Transaction Defaults: Review your transaction-type settings in Tradogram. If a specific item is not mapped to a GL account, Tradogram will push it to the default account you selected during setup.

Strategic Resource

For a visual walkthrough of the setup process, refer to our Xero Integration Video Tutorial.

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