Current TrustFile customers who use Xero with TrustFile are being upgraded to an Avalara in-house-built Connector for Xero. This upgrade is happening behind the scenes, so no action is needed by the customer for the integration change.
The connector will temporarily stop synchronizing on August 11, 2020 and resume syncing again on August 14, 2020. It will synchronize all orders from August 11, 2020 onward.
This integration change may cause customers to see duplicate transactions in their TrustFile accounts if the customer makes edits to transactions previously synced by the old connector following migration to the new Connector (August 11, 2020).
Please follow the steps in the Resolution section to avoid seeing duplicate data.
The Xero with TrustFile connector will temporarily stop syncing on August 11, 2020 and resume again on August 14, 2020. (NOTE: The transactions created in the non-sync timeframe will be synced retroactively.)
The Xero with TrustFile connector will sync all orders from August 11, 2020 onward. New invoices will sync correctly.
However, if you make changes to an invoice from before August 11, 2020--such as editing the tax or issuing a refund--you will need to find the line item that was previously synced and remove it to avoid having duplicate data.
Customers can look at the connector sync logs on the data sources page, as well as their transactions list, to verify syncing is working.
Here is an example:
- On an invoice, you have a line item for an item sold on August 2, 2020 with $50 tax. You have another line item of $40 tax for a total of $90. With the existing connector, this is represented as two separate transactions.
- Sometime after August 11, 2020, you refund the customer for the item sold August 2 with $50 tax. You do not refund the $40 tax for the other item on the invoice. Trustfile will now have a new transaction for $40 tax (the total on the modified invoice).
- Customers need to delete all items from the previous invoice, in this case both the previous $50 and $40 transactions so you only end up with $40 total tax.