I’ve integrated Copper with Xero. However, for some companies (in Copper) the invoices are not showing up. There are cases where the name of the company is exactly the same. I’d like to understand what names that I need to ensure are the same between Copper and Xero so that the invoice will show.
Is it ensuring the name of the company is the same between the two platforms? Do I need to ensure at least one of the contacts are in Copper is also in Xero?
Some guidance on how to ensure all the companies reflect the respective in Xero would be appreciated.
Best answer by HarshView original
Copper pulls in from Xero all invoices associated with the email addresses of all people related to that company (not the name of the company)
As such I believe if you ensure that the emails (for the people under a company) are setup correctly in both Copper and Xero, the invoices should then be automatically be pulled in by Copper correctly.
@RoydenH, thanks for posting!