Revel and Xero Integration
Basic work flow fundamentals:
- Customer bi-directional - Revel <> Xero (two way sync)
- Item from Revel to Xero
- Purchase Order from Revel to Xero
- Order from Revel to Xero Invoice
DSYNC is a granular integration platform that can be used by smart integrator to map data flows between Revel and Xero.
Connect your Revel Point of Sale application to your Xero accounting. Automate your workflows by integrating your POS with your accounting application.
Note: DSYNC allows you to synchronize order data, customer data and product data between multiple applications such as Revel and Xero.
- Revel to Xero daily sales update - example revenue types e.g. Cash, Amex, Visa etc.
- Revel to Xero Purchase order creation
* Basic Setup only includes fields specified in mapping templates here
What does the Revel and Xero connector do?
|Inventory||✓||Not to Xero|
The above high level grid shows some of the Revel and Xero functionality, please note the are many data elements underneath the above high level categories
In terms of Revel <> Xero integration, DSYNC able to handle customers/contacts/employees, sales orders, and products with inventory data (stock levels).
Full list of supported entities can be found on our website;
(In addition DSYNC have Payroll API connector for Xero which is not listed yet on our website)
Does the Xero connection work globally? For orders and POs (purchase orders) it is the same API base API for other elements like payroll it is different and we would need to build it in.
How hard is the connector to install? The DSYNC platform requires no programming however does require a medium technical level to set up the mapping section. DSYNC offers a paid set up and mapping service for clients who would like the Revel/Xero integration set up. To initiate the setup, we will require a client install form that provides all the key information for setup.
Will Xero be updated if I make a change in Revel to customer details? Yes
What is the process to get started?
Option 1 Self install: Sign up to DSYNC – Follow the wizard to set up Revel and Xero.
How to set up Xero on your DSYNC dashboard:
How to set up Revel on your DSYNC dashboard:
Did you know you can also sync employee data between Xero and Revel?
Can I synchronize Purchase orders from Revel to XERO? Yes you can sync your accepted purchase orders from Revel Point of sale to your Xero system. Integrate purchase orders from Revel point of sale integration to your Xero accounting system. This video shows creation of a PO / Purchase order in Revel and then showing the sync through to your Xero Accounting application.
Option 2 Paid install option- Paid install form - We offer professional services to set up special requirements and custom mapping to accounting systems.
What are the common entities I can integrate from Revel?
Address, Attribute, Company, Customer, Employee, Inventory, Order, Payment, Products, Purchase Order, Tax, User, Vendor. In terms of Revel <> Xero integration, DSYNC able to handle customers/contacts/employees, sales orders, and products with inventory data (stock levels).
What are the common entities I can integrate with Xero? Account, Bank Account, Contact, Employee, Invoice, Item, Receipt. In terms of Revel <> Xero integration, DSYNC able to handle customers/contacts/employees, sales orders, and products with inventory data (stock levels).
Can my developer install for me? Yes, we also work hand in hand with the developer to establish the setup. If you do not have a developer DSYNC can help with paid setup by completing the installation agreements.
Can DSYNC set the connector up for me? Yes, we offer a paid set up service for clients looking to integrate Shopify and Revel. We will require clients to complete two forms
- DSYNC client integration form – This form provides API details for the integration
- Revel client access form – This form allows DSYNC access to the Revel API on client’s behalf
How long does it take to install the Revel /Xero connector? Setup can take less than an hour and will depend on the queue of integrations. .
How does support work? To provide support globally we have assigned representatives in New York, San Francisco and Sydney Australia. Communication via either email with the support concern via the email address Revel@dsync.com please help to list as much detail and screen shots as possible and our team will troubleshoot any concerns.
How hard is the connector to install? The connector can be installed with no programming efforts. The skillset required for our mapping engine is medium technical. Revel will still need you to complete a client access form to obtain your secret API key and API URL. DSYNC can provide you a copy of the Client access form.
How does payment work? DSYNC is a SaaS application with plans offered monthly. Payment is to DSYNC and starts from $25 usd per month. Our sales team can also provide estimates to you based on your transactional data.
How much does the connector cost? Our starter plan for Revel / Xero connector starts at $25 usd per month and allows up to 2.5 GBs of data. The next plan is $100 per month and allows up to 10 GBs of data. With our Junior plan, your monthly data allowance is 2.5GB (Gigabytes) which translates to roughly 2,621 files (JSON, CSV, Excel, etc). The junior plan is perfect for smaller cafes, breweries. Our sales team can also provide estimates to you based on your transnational data. For more information on our plans please see our pricing page.
How do I know how much data I am using? Within the DSYNC dashboard there is a data counter that shows your daily and monthly usage. This feature is available via your free trial.
Can I integrate other systems as well as Revel and Xero? Yes we offer unlimited connections within the platform our cost structure is based on data used.
What is the Revel Client access form? As part of Revels data compliance any systems that integrate with Revels API’s require the client to sign the Client Access form. This form is required for data governance. The DSYNC team can provide a copy of the Revel access form by emailing Revel@Dsync.com
Who is DSYNC and where are they based? DSYNC is an Australian company with sales teams based in New York and San Francisco. In January 2017 Revel and DSYNC formed a partnership to help with eCommerce synchronization. DSYNC’s works with retailers, banks and hospitality verticals to synchronize disparate applications.