Manual Syncing

Owned by Posimente
May 23, 2023
1 min read

Applicable to version 2.0 and newer

If you wish to manually run the batch(es) for syncing data between Salesforce and Xero, you can go to the 'Xero Configuration' tab.

In the Setup tab, at the bottom, there are two buttons.

 

 

Pull from Xero

This button will sync the data of Contact/Account then Invoices then Credit Notes in Xero and update the corresponding Salesforce records.

Sync to Xero

This button will sync the data of the Accounts then the Invoices, then Credit Notes in Salesforce and update the corresponding, or create new, in Xero.