Integrating Xero
Integrating Xero with Syncro streamlines your financial processes by automatically syncing invoices, expenses, and payments. This saves time, reduces errors, and provides real-time financial visibility. These in turn simplify bookkeeping, enhance financial reporting, and ease tax preparation.
The table below shows the functionalities of Xero synced with Syncro.
Syncro Functionality |
Xero |
|---|---|
| Live Updates - updates sent immediately | √ |
| One-time export of all Organizations to Xero | |
| Import Contacts from Xero at initial setup | √ |
| Sync Organization records when an Organization is created | √ |
| Sync Organization records when an Organization is updated | √ |
| Sync End Users | + |
| Automatically sync customer databases both ways (Xero ←→ Syncro) | ++ |
| Sync Invoices when updated | √ |
| Sync Invoices to Syncro when updated in Xero | |
| Sync Invoices with $0 totals | √ +++ |
| Void/delete Invoices in Xero when deleted in Syncro | |
| Sync Refund Invoices | √ * |
| Sync Payments | √ |
| Sync Payments from Xero to Syncro | √ |
| Sync Overpayments (a Payment greater than the Invoice amount) | √ ** |
| Sync Partial Payments (multiple Payments to complete an Invoice) | √ |
| Sync Split Payments (one Payment applied to multiple Invoices) from Syncro to Xero | √ |
| Sync Split Payments (one Payment applied to multiple Invoices) from Xero to Syncro | |
| After moving a Payment in Xero from one Invoice to another, sync the change to Syncro | |
| Sync Store Credit as Credit Memo | √ *** |
| Sync Credit Memos in Xero back to Syncro | |
| Sync Purchase Orders (POs) and Bills | √ |
| Sync Purchase Order Shipping Cost |
|
| Sync Purchase Order shipping notes (syncs to delivery instructions field in Xero) and tax | √ |
| Create Purchase Order Bills when PO is marked finished in Syncro | √ |
| One-time export of all Products to Xero | |
| Sync Products (as items) when a Product is created and added to an Invoice | √ |
| Sync Products (as items) when a Product is updated | √ |
| Sync inventory quantity on Stock Takes | |
| Sync Categories | |
| Sync Customer Purchases | |
| Tax Groups support for complex tax configurations |
Notes
- All Sync features refer to syncing from Syncro to Xero unless otherwise noted.
- This is not a two-way sync. The only exception is payments with the setting “Sync Payments from Xero'' enabled in your Xero Settings in Syncro.
Annotations Reference
- * Refund invoices will only sync when the payment method being refunded is mapped to a liability account. When the refund invoice syncs, it will appear as a Credit Note in Xero.
- ** When an overpayment is taken, the applied amount will sync as a payment. The rest will be added as a store credit in Syncro. That store credit will not sync to Xero. When that store credit that came from the overpayment is applied to an invoice, it will sync as a payment on that invoice.
- *** Only manually added store credit will sync as a credit note to Xero. See annotation on overpayments for details on how store credits from overpayments are dealt with.
- + Due to limitations with Syncro End Users, we only support Organizations syncing to Xero.
- ++ Customers sync to Xero when they are created as Organizations in Syncro. Customers added in Xero will not sync to Syncro. If a customer is manually added in Xero, an Organization will then need to be added in Syncro and mapped to the existing Xero customer.
- +++ $0 Invoices will sync only when the invoice is paid. Negative invoices and invoices with $0 line items will not sync.