FAQ (Xero)

installation & setup common errors below is a list of common errors encountered during installation and setup click on the error to view the cause and immediate troubleshooting steps for a resolution the account matching page is not loading the accounts from my accounting system please confirm you have bank accounts configured in your accounting system no other types of accounts will be shown on this page i have successfully connected an account for bank feeds, but i am not receiving any transactions from past x days there could be various reasons causing this issue no recent transactions it's possible that your bank hasn't sent any new transaction data for the selected date range outdated account mapping if you recently updated your account mappings in the account matching page, you need to update your bank feeds outdated mappings can prevent transaction data from flowing correctly to resolve this, follow the steps in the managing outdated accounts section under disconnect bank feeds page of the product guide authentication issue the authentication between fispan and your xero organization may have broken to fix this, please re authenticate the connection you can find instructions in the configuration section of the product guide common questions below is a list of common questions that arise during the installation process to help ensure a smoother setup do i get an email confirmation when the bank feeds data is pushed to my xero organization? no, currently we don't send any email confirmation after pushing bank feeds data to your xero organization when does the automatic import of my bank transactions trigger? for new connections if you just set up the connection, you don't need to wait we will push your requested transaction history to xero immediately based on the data availability from your bank after connection setup going forward, you can expect your transactions to appear in xero early in the morning, typically between 4 am and 5 am pst processing delays if we run into an error while processing your data, we will automatically try again this might take a little extra time bank delays we can't import your transactions until your bank sends them to us if the bank is late releasing the data, it will be late appearing in xero connecting bank feeds common errors below is a list of common errors encountered when connecting the bank feeds product for xero click on the error to view the cause and immediate troubleshooting steps for a resolution "invalid account the account specified in the request is not valid " when trying to enable a bank account, receiving this error indicates a currency mismatch between the bank account in xero and {{fispan}} verify the currency set for this account in xero, and then contact {{supportname}} to update the currency in {{fispan}} once updated on the {{fispan}} side, please proceed with enabling bank feeds for this account "external id or bank accountid already exists external id or bankaccountid already exists in accountsync with id \[value]" if you encounter this error when enabling an account, it indicates that the bank account is already linked to bank feeds via a different {{fispan}} account to resolve this conflict, you must first disconnect the existing connection please follow the steps outlined in the managing outdated accounts section of the disconnecting bank feeds guide once the account is disconnected, you can try enabling it again if you continue to face issues, please contact {{supportname}} with the specific error details "feed connection failed the accounttoken, accountnumber or accountid is already connected to another xero bank account in the selected xero organisation " if you receive this error, it means the selected xero bank account is already connected to a bank feed through an external provider (not {{fispan}} ) to resolve this, you must first identify the conflicting provider within xero and disable that connection once the account is disconnected from the provider, you can retry enabling the bank feed through {{fispan}} if you continue to experience issues, please reach out to {{supportname}} "unable to authenticate to xero" this error occurs when the connection between your xero organization and {{fispan}} is disconnected or has expired to fix this, please re authenticate the connection using the steps outlined in the configuration section of the product guide once you have re authenticated, you may resume enabling the account disconnecting bank feeds common errors below is a list of common errors encountered when disconnecting the bank feeds product for xero click on the error to view the cause and immediate troubleshooting steps for a resolution "unable to authenticate to xero" if you see this error while trying to disconnect an account, it indicates that the integration between xero and {{fispan}} is broken to resolve this, you must re authenticate the connection using the instructions found in the configuration section of the product guide once the connection is re established, you may proceed with disconnecting the account