- 01How often does Biorender data sync to Xero?
- Biorender pushes events to Well over its MCP server, so most records land within seconds of the underlying action. Each event is matched immediately and reaches Xero within a confidence window: above 85% it posts, 55-85% queues for review, below 55% is refused.
- 02Will every Biorender record post to Xero automatically?
- Not always. Within seconds of Biorender firing the event, Well scores the record on field completeness, counterparty strength, and policy fit. Above the 85% default auto-link threshold Well forwards the reconciled document to your Xero email-in address and Xero drafts the record from it for you to confirm. Between 55% and 85% the record waits in the review queue with the alternative matches ranked. Below the 55% default review threshold the record is refused and the candidate list kept so you can pin the right entry by hand.
- 03What happens to historical Biorender data when I first connect to Xero?
- Biorender exposes the last ninety days through its API on a connected account. The window Well actually pulls is configurable from the integration settings page; each record is matched against your existing Xero ledger, and re-running the backfill is safe because Well tracks the Biorender record IDs and updates existing Xero entries instead of duplicating them.
- 04How does Well prevent duplicates when posting Biorender records to Xero?
- Every Biorender message has a stable message ID, and Well stores it the moment the attachment is parsed. If the same email is reprocessed (label change, mailbox migration, or a manual rerun), Well recognises the message ID and skips the duplicate, or updates the linked Xero entry if a downstream field changed. Forwarded copies of the same invoice are caught by counterparty-plus-amount matching before they reach Xero.
- 05What happens if a Biorender record fails to post to Xero?
- When a record fails to post to Xero (validation rule, missing field, transient 5xx), Well retries automatically with backoff. Auth failures short-circuit the retry loop and notify the workspace owner; schema rejections are kept on the integration status page with a one-click retry-after-fix action pointing back at the original Biorender record. Nothing silently drops.
- 06How does Well authenticate with Biorender and Xero?
- Biorender's MCP server handles authorisation directly; Well receives an access token through Dynamic Client Registration and never sees raw user credentials. For the delivery side, Well forwards the reconciled document to your Xero email-in address once it clears the matching threshold; Xero creates the draft record from it and you confirm and post it. Well holds no write credential to Xero. Tokens are encrypted at rest and in transit under TLS 1.3. Biorender and Xero together cover multiple regions; Well's storage region is configured per workspace.