Revel and Xero Integration
Basic work flow fundamentals:
Revel > Xero Customer
Revel > Xero Item
Revel > Xero Order to Invoice (individual - Matching product SKUs are required)
Revel > Xero Daily Sales to 1 Invoice (split by payment type)
Revel > Xero Purchase Order
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 Customer > Xero Contact (one way, scheduled – min 1 per minute)
- Revel Product > Xero Item (one way, scheduled – min 1 per minute)
- Revel Purchase Order > Xero Purchase Order (one way, scheduled – min 1 per minute)
- Revel Order > Xero Basic Invoice (one way, scheduled – min 1 per minute)
It’s always better to create a bi-directional job when you are connecting two RT endpoints and then select the direction of data flows on the link itself. When you select that link on the canvas you will get the choice of ‘To Master’, ‘To Slave’, or ‘Both ways’.
- Create a bi-directional job from Revel to Xero
- Choose Revel as the Master
- Set the direction ‘To Slave’
Shared keys – come into play when you work with one-way jobs (where you can visually see the arrows along the link between endpoints). Shared key is there for DSYNC to keep track of entities and switch between create vs update methods. RT endpoints come with this logic out of the box so you don’t have to set this up on bi-directional jobs.
You may also consider using the Basic Invoice in Xero rather than the standard Invoice RT endpoint.
We can also create an invoice in Xero from Revel daily summary; this is once a day creation of total sales amount from Revel to Xero invoice. This can be split by payment type (individual payment types totals as invoice line items).
Things to keep in mind:
- Revel does not have near real-time capabilities. It’s a cron which means it needs schedule and the minimum you can set within the DSYNC application is once per minute
- Revel enforces limits on the number of calls you can make to their APIs – defaults to 1000 calls per day. Once you reach that limit the sync will stop until the “day” resets. This can be rectified by choosing sensible schedule on all sync links (eg. Once every 15 minutes instead of 1 minute).
- Revel connection requires Revel API key & secret, API access is paid a
- Entry level - self install service plans are from $25 usd per month
- Implementation and support plans are from $100 usd per month (1 hour of dev setup and configure)
- You will need to talk to your Revel rep about activating partner connect
- Ongoing fees – SaaS based starting at $25/mth (USD). Limits are based on data processed through our platform and the quota for our Junior plan is 2.5 GB. More on pricing … https://www.dsync.com/pricing.
- There is no downtime at all as the connection is via Revel and Xero APIs respectively
- Fully automated process; synchronization runs as per the schedule set in DSYNC dashboard
- Full visibility on every sync (individual runs) via the history tab in DSYNC
- No manual intervention needed unless any of the requirements change
- Revel to Xero daily sales update - example revenue types e.g. Cash, Amex, Visa etc.
- Revel to Xero Purchase order creation
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.
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).
An example of the Revel / Xero integration set up
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. DSYNC also provide white-label service to strong developers.
Can DSYNC set the connector up for me? Yes, for clients on the implementation plans.
- 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? Developer support is available for clients on the 100+ plans where we include an hour of support each month.
How hard is the connector to install? The connector can be installed with no programming only configuration skills. The skill set required for our mapping engine is medium technical. Revel will still need you to complete the partner connect to obtain your secret API key and API URL.
How does payment work? DSYNC is a SaaS application with plans offered monthly. Payment is to DSYNC and starts from $25 usd per month (self service plan) this is a plan designed for your developer or smart in-house techie. To support this plan we offer online tutorials and documentation.
How much does the connector cost? Our self service starter plan for Revel / Xero connector starts at $25 usd per month and allows up to 2.5 GBs of data this is a DIY plan for developers. The supported plans next plan is $100 per month and allows up to 10 GBs of data and comes with an hour of configuration support each month for more details on our pricing please see our pricing page. 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 order 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.
Is this a two way sync between Revel and Xero? Most of the use cases we see don't require Xero to Revel so in most set ups we don’t push the other way; it’s only creating invoices in Xero from Revel sales. If you do have a requirement for return data we could potentially custom build the flows using the standard API endpoints.
Do I need to activate partner connect with my Revel rep? Yes
Xero to Revel - When invoices are paid in Xero, we need the outstanding invoice on Revel to be adjusted so that it is marked as ‘paid’ and the payment will show on the sales summary report.
DSYNC through our custom integration team can sync XERO to Revel paid per below
Developer FAQs for Revel and Xero:
Would we be able to use manual JSON as "source" to run the reports? to get historical data into Xero? Sure, that’s possible. If it’s one off (not periodical job) you can use the standard API endpoint (source) and take the sales_summary API URL and put a date filter as GET params in. Data layout will be the same, mapping will be the same. You can put it straight into Xero. This can be done on any date range. If you for example wanted one big invoice for all sales for past month you can do it this way also.
I managed to push the Revel sales into xero. Can you explain how does the schedule work? Are we able to run schedule the sales from a backdated to be pushed into xero? The schedule does not go backwards. If you put a day in the past, the cron will run immediately for current date time and then according to the schedule set.
There’s a re-run functionality in the Revel Report system settings where you can enter a day for which you want to get the data. It’s been bit tricky to configure as there are time zone differences (DSYNC, My Account Timezone, Revel Timezone) so a good idea is to have to do +2 days on the ‘Rerun Date’ to get the desired day’s data however it works just fine and gives you data for past day. Keep the re-run date empty for current date (when running daily as per scheduled).
Split by payment types
You can not split by payment type if they have combination of taxable and non-taxable sales. It's a Revel API limitation
If there are taxable and non-taxable sales we can do that split only (2 invoice line items - taxable, non-taxable) as Revel is unable to split taxable and non-taxable sales further by payment type