Sync Settings — Direction, Defaults and Data to Sync

Sync Settings is step 1 of the setup under your Xero organisation. It decides the shape of everything that follows.

Sync direction

The choice here applies to the connection as a whole, not to individual objects.

TwoCanConnect ships set to One Way on purpose. While you're still mapping fields and deciding what to sync, one-way means nothing you're experimenting with in Salesforce reaches your Xero accounts. Switch to Two Way when you're ready to go live.

Default Xero sales account

When someone creates a product in Salesforce without specifying a Xero account code, this is the account it lands in. Sales is the usual choice.

Setting it isn't optional in practice: without a default, products created outside your normal process fail to sync rather than landing somewhere sensible.

Default Xero purchase account

The same idea for purchase orders: the Xero account a purchase order line uses when the product has no purchase account of its own. Leave it blank and the line is left empty for the user to choose. A purchase order never falls back to the sales account.

Customer types to sync

Xero distinguishes customers from suppliers. This setting decides which of them become Salesforce Accounts:

• Customers Only — the default, and right for most sales-led teams
• Suppliers Only — for purchase-order-led workflows
• Both — when you raise invoices and purchase orders against the same records

Data to sync

Below the direction settings, Data to Sync is a toggle per document type. Anything switched off is ignored by both the historical and the ongoing sync.

A toggle that's greyed out isn't included in your subscription, or hasn't been provisioned yet. If you've upgraded and it's still disabled, get in touch and we'll switch it on.