Category: Xero Accounts

When connecting Tradebox to Xero for the first time, you may experience the following error message: Xero OAuth call back failure An unhandled exception occurred while processing the request. Exception: invalid_grant Xero.NetStandard.OAuth2.Client.XeroClient.RequestAccessTokenAsync(string code) This can happen if the email you use to log into Tradebox is not identical to the email that you are logged […]

“The contact with the specified contact details has been archived. The contact must be un-archived before creating new invoices or credit notes“   The above error occurs on posting an invoice to Xero, where the contact record in Xero, the invoice is being posted to, has either been archived or merged with another contact record. […]

Reconfiguring Tradebox to move from Sage 50 Accounts integration to Xero Accounts is pretty straightforward and basically involves uncoupling each Sales Channel from Sage 50 and pointing the channels to Xero Accounts. Before starting ensure that: (a)  You first upgrade your Tradebox to the latest version of the Tradebox software. This is an ESSENTIAL step […]

When creating a Xero accounts link, you may be asked to import a list of your Xero contacts. This is done via CSV import. To obtain a file containing all your Xero contacts, first of all log into your Xero account, then choose Contacts > All Contacts from the menu bar at the top of […]

When trialling Tradebox, users often wish to link Tradebox to their Xero demo company in the first instance to make sure they’re happy with the settings prior to posting any information to the live company. Information on the initial set up can be found here. This article will cover switching over from the demo company […]

One of the most common issues that users encounter is that orders are present in Tradebox but are not posting to Xero. The most common causes for this issue are either that the order is in Query or that Tradebox has exceeded the API call limits that Xero impose within a 24 hour period. Orders […]

When connecting Tradebox One with Xero, you’ll have a choice to make regarding how to treat customer accounts within Xero. Tradebox will always download customer information such as name, billing address, phone number and email address from the marketplace; this information is passed down with each order and Tradebox will use billing name and email address to determine […]

If you are running stock control from either Tradebox or your accounts package, Tradebox requires your product records to be set up within its own product list. If you’re using Xero stock control or posting invoices with inventory items to Xero (either individual or summary), these must be imported from Xero. If your stock control is set […]