How does the Integration work?
Through the 5.5 Integration, a range of Revel POS data can be seamlessly synchronised with your Xero accounting file. Each day the integration will synchronise and populate your Xero file with the most recent Revel POS data.
What data from Revel can be integrated into Xero?
How do I setup an integration?
The 5.5 integration is an assisted integration. Currently we do not permit users to setup their own integration due to the large number of configuration settings available. A 5.5 integration consultant will work with you to determine your specific requirements and configure your integration accordingly. During this process the integrations team will also ensure that data is correctly synchronising with your Xero file.
How do I reconcile the data synchronised to my Xero account?
Payments can be mapped to any GL account within Xero. Generally speaking, it is suggested that separate clearing accounts for different payment types be created within the chart of accounts (unless payment types are grouped together because they are deposited in a single transaction (e.g. Visa/Debit/Master card merchant settlement amounts). Once the actual cash funds have been deposited into the bank account the payments can be reconciled against the entries created by the integration.Please refer to the Integration FAQ pdf document for examples of reconciling and cross-checking Revel POS and Xero data.
How do I check my Revel POS data against my Xero data?
Can I change my integration settings after the initial setup is complete?
Can I synchronise pre-existing Revel POS data?
What happens if a mistake is made at the POS and incorrect data is synchronised to my Xero file?