Xero sync setup guide
This guide will walk through setting up the sync with Xero.
Table of Contents
Sync Overview
The following image shows what objects sync and in which direction.
Pre setup requirements
Tracking Categories
- If using Locations and/or Departments, they must be named Location and Department within Xero to ensure proper sync.
Connect the Sync
- Select the sync icon, select Setup
- Select Connect to Xero
- Enter Xero login credentials
- Select the Xero company to sync with, select Allow access
- If you can't select the organisation you want to sync with because it is greyed out, you may need to disconnect an existing Cashflow360 connection first
- In the Xero organisation you want to sync with, go to Connected apps in Settings
- Disconnect any connections with Cashflow360
- Try the sync connection in Cashflow360 again
- If you can't select the organisation you want to sync with because it is greyed out, you may need to disconnect an existing Cashflow360 connection first
- Select simple sync preferences
The sync is now connected.
Accounting Preferences
To set up accounting preferences for reporting and tracking:
- Select Settings
- Under Accounting, select Preferences
- Select the edit icon
- Set preferences
- Select Save
- Select the sync icon and Sync Now to run another sync
The sync setup is now complete.
ACCOUNT SETUP View all
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