The two systems are connected via Xero API (Advanced program interface) which controls the data between the two systems and defines how they behave together.
Clients who self-manage are less likely to encounter problems compared to those that manage for 3rd parties. That is because they simply have to handle the tenant’s statement and are simply posting rents to Xero
The client who manages for 3rd parties will have a steeper learning curve as they post owner statements and most of the issues that arise are because the balance on these statements to do not balance with their counterpart on Xero. For this reason, understanding how the two systems work is paramount to avoid problems and enjoy the user experience.
If the Arthur team has not onboarded the client then it is likely the client will be unaware of the nuances of such a relationship and if unfamiliar with Xero the likelihood is they will cause issues for themselves. Our onboarding service includes 4 hours of training and we highly recommend this approach.
We have created articles below to help you with your decision:
To understand this relationship in detail we recommend you review this article
Please review the checklist article of things to get together in Arthur prior to integrating
To integrate yourself to a clean version of Xero please review this article
To integrate yourself to an existing version of Xero please review this article
This is covered in this article
Please see all further Xero related articles
Any support post-integration will be subject to a cost. Please review this article for pricing
To carry out the integration and provide training please review this article for pricing
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