Xero Tasks
A Xero task is a single job that synchronises data with Xero, such as posting an invoice, updating a contact, or recording a payment. The platform queues these tasks and works through them, keeping your billing data and Xero in step.
Overview
Section titled “Overview”When the platform needs to send something to Xero, it creates a task and adds it to the queue. Each task tracks its progress through to completion, so you can see what has synced and spot anything that has stalled. You don’t create Xero tasks by hand; the Xero integration raises them as you bill and take payments.
Key Fields
Section titled “Key Fields”Identification
Section titled “Identification”Basic identification information for this Xero task.
No fields defined for this section.
Xero Task
Section titled “Xero Task”Task configuration and customer assignment for Xero integration.
| Field | Description |
|---|---|
| Xero Task Type | The type of Xero integration task to perform |
| Xero Task Status | Current status of this Xero task |
| Customer | The customer this task is associated with (if any) |
| Dealer Code | The dealer this task applies to |
Xero Task Dates
Section titled “Xero Task Dates”Task timing and completion tracking information.
| Field | Description |
|---|---|
| Added Date | The date this task was added to the queue |
| Completed Date | The date this task was completed |
The Xero Task Dates show when a task was queued and when it completed, which helps when checking that a billing run has fully synced.
Xero Task Types
Section titled “Xero Task Types”A Xero task type is the template for a kind of sync action, such as posting invoices, updating contacts or recording payments. Each type carries dependencies so tasks run in the right order and data stays consistent between the two systems.
Xero Task Type
Section titled “Xero Task Type”Configuration details for Xero task types including names, descriptions, and task dependencies.
| Field | Description |
|---|---|
| Xero Task Type | Internal name identifier for the Xero task type |
| Xero Task Type (Display) | User-friendly display name for the Xero task type |
| Xero Task Type | Detailed description of what this Xero task type does |
Monitoring Xero Tasks
Section titled “Monitoring Xero Tasks”- Open the Xero tasks list from the integration area.
- Check each task’s status and dates.
- For a task that hasn’t completed, review the Xero troubleshooting guidance.
Access
Section titled “Access”- Permission: Users need the Xero Tasks permission to view the queue. Task types are controlled by a separate permission.
Related
Section titled “Related”- Xero: the integration overview.
- Xero - Ongoing Tasks: the day-to-day Xero workflow.
- Xero - Troubleshooting: resolving sync problems.
Want billing that keeps your Xero accounts in sync automatically? see how SAFE Billing Platform connects to Xero