What Data Syncs

After setting up Syncro's Xero integration, your Syncro and Xero accounts are connected. These two systems will sync information as follows:

• New Customers and updates to existing customers,
• Your inventory list (i.e., your Products and services),
• Invoices and payments on those invoices,
• Purchase Orders (POs) from Syncro to Xero, and 
• POs marked as "finished" in Syncro (creates bills in Xero).

When you create or modify an Invoice, Syncro will sync the Customer and Invoice details to Xero. 

Vendors sync automatically with Xero when they are created in Syncro. If you have vendors in Xero but not Syncro, they will be imported when you import Xero Contacts (Customers).

What Doesn't Sync

The following things may not sync: 

• Invoices with $0 (e.g., empty invoices, and invoices where the line item is discounted 100%), unless they are marked as PAID.
• Refund invoices, or other invoices where the balance is a negative amount (e.g., overpayments). Create refunds manually in both Syncro and Xero to ensure they're aligned.

Access Xero Sync Settings

To access the Xero sync settings page in Syncro, follow these steps: 

1. Navigate to Admin > App Center, click the “Accounting” link, then select the Xero tile. 
2. Click the button displayed to access your Xero settings.

Tip: You may wish to bookmark this page (https://yourdomain.syncromsp.com/xero_settings) for easy access.

Re-Sync Individual Invoices or POs

You can re-sync individual Invoices if, for example, you notice an error on the invoice.

1. Navigate to the Invoices tab/module, then click the hyperlinked number of an invoice to open the invoice's Details page.
2. In the upper right corner, use the Actions button menu to select “Re-Sync to Xero”:
   

Re-syncing Purchase Orders (POs) works similarly:

1. In Syncro, navigate to the Purchase Orders tab/module, then click a hyperlinked number of a PO to display the Purchase Order Details page.
2. In the upper right corner, use the Actions button menu to select “Re-Sync to Xero”:
   

Disable Xero Payment Syncing

You can sync outbound payments, and attempt to sync (inbound) payments into Syncro from Xero.

However, you may prefer NOT to send payments from Syncro to Xero if you:

• Want your bank to automate those payments, or
• Process your Payments in Xero (or another third party software) and you want to log/track them solely in Xero.

To disable payment syncing to Syncro, follow these steps:

1. In Syncro, navigate to the Xero settings page.
2. Check the “Disable Syncing of Payments” box. (This prevents payments made in Syncro from syncing to Xero.)
3. Check the “Attempt to Import Payments from Xero” box. (This imports payments made in Xero into Syncro.
   
4. Click Save Xero Settings.

Syncro runs a scheduled task in the background every few hours. If Syncro discovers a payment that doesn't exist--and the amount exactly matches an open invoice for the same customer--Syncro will import and apply it properly. 

If the invoice amounts don't match, Syncro skips it and your Finance Team can reconcile the payment manually. 

IMPORTANT: This process works fairly consistently, however it can sometimes fail. If it does fail, Syncro will not try again for that same payment. If the payment doesn't sync within 24 hours, you may need to manually reconcile the payment in Syncro. 

Disable Xero Purchase Order (PO) Syncing

Syncing purchase orders between Xero and Syncro ensures seamless financial and operational integration. When a Purchase Order (PO) is created in Syncro, it automatically updates in Xero, reducing manual entry and minimizing errors. Xero PO syncing with Syncro happens by default.

You can check if your POs are synced using the the SYNCED column on Syncro's Purchase Order List page:

If your Purchase Order tracking is in Xero (or another third-party software) but you need to create them in Syncro to make serialized inventory changes, disabling PO syncing ensures that Syncro doesn't sync unwanted data to your Xero account.

If you don't want POs to sync automatically, follow these steps:

1. In Syncro, navigate to the Xero Settings page.
2. Check the “Disable Syncing of Purchase Orders” box: 
   
3. Click Save Xero Settings.

Customer Import/Export

Note: Contacts in Xero are equivalent to Customers in Syncro.

If you have a database of contacts in Xero, you may want to sync them with your Syncro customers to improve our ability to send the data to Xero. 

Since Xero requires that names be unique, doing an import from Xero to Syncro ensures all those names are matched up before data starts flowing.

If you skipped the import step during the initial setup you can come back to it at any time on your Xero Settings page. 

To import your Xero contacts, navigate to Admin > App Center > Xero Accounting > Sync Settings, then click “Import Contacts from Xero.”

IMPORTANT: This can't be undone, so be sure you want these as customers in Syncro.

Exporting Xero contacts happens automatically when you create or modify invoices. Any time you touch an invoice, it queues a sync to Xero.

If you have some invoices in your account that you want to send to Xero, navigate to each invoice and in the upper right, click Actions > Re-Sync to Xero: