If you're having trouble syncing your Wise account with Xero, don't worry—there are a few simple steps you can take to sort things out.
Here’s what to check in your Wise account's Connection settings:
Make sure your Xero account is still connected with Wise. If it got disconnected, reconnect by following the steps in Managing your Xero connection with Wise.
Make sure the balance you want to sync is connected under Connected accounts. We only sync transactions from balances that are connected. If your balance isn't connected, choose Select and link it to a Xero bank account.
You can only connect one Wise balance with one Xero account within a Xero organisation. If you try to sync two Wise balances with Xero accounts with identical names (e.g., both named "Wise Bank" or “USD”), you'll encounter an error as Xero requires each account to have a unique name within the organisation.
If you previously used a name for an account in a Xero organisation and then archived or deleted it, you can't reuse that name. Choose a unique name for the new account to avoid mapping errors.
If you've removed a Xero bank account, you’ll need to select another account or create a new one. Navigate to Connected accounts and select Edit next to the balance to choose a Xero bank account or set up a new one.
If everything seems connected correctly, check Sync options and status in your Connection settings and select Sync now. You can also choose an earlier start date for syncing up to one year back.
Reasons why sync may not be working
There are a few reasons why your sync to Xero may not be working:
You can only sync your Wise balance to a Xero bank account of the same currency. For example, you can sync your GBP Wise account to a GBP Xero bank account. Double check the currency of the Xero bank account you’re looking for.
You need to have a plan with Xero that allows multi-currency to sync your Wise balances. Please check with Xero to learn more.
If your Xero bank account of the same currency has been removed in Xero, you need to choose another or create a new one.
You or someone else may have disconnected Wise from within your Xero account. Reconnect to start syncing your Wise activity again. Select Reconnect on your Setting page or try again now.
If these don’t seem to be the issue, get in touch with us.