Xero
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EquifaxThe Configuration Screen Explained
Almost everything you'll set up lives behind the TCC Configuration tab. This is a map of it, so the rest of the documentation makes sense.
The status panels
Two panels sit above the menu on every screen, so you can always see them.
Connection Status shows whether Salesforce can currently talk to Xero, and when the last sync finished. If the connection has dropped, this is where you'll notice first.
Licence Status shows ACTIVE while your trial or subscription is valid. If it reads anything else, syncing stops and the document wizards refuse to open.
The menu
Below the status panels is the menu, and it has a specific shape worth understanding: global settings sit at the top, per-organisation settings sit under the organisation itself.
| Menu item | What's behind it |
|---|---|
| Home | The overview above — sync totals, sync history, connection state |
| TwoCanConnect Configuration | Org-wide settings that apply no matter how many Xero organisations you connect, plus Xero authentication and managing users |
| Your Xero organisation | The setup for that organisation — expand it to see the steps |
| Tools | Utilities you run occasionally rather than configure once — the page layout editor, invoice percentages, the CSV upload tool and the debug log viewer |
| Advanced | Field mapping, advanced settings and the admin overview |
| Help & Troubleshooting | Self-diagnosis, debug logs and logging a case |
Each connected Xero organisation gets its own row in the menu, with its own settings underneath. Connecting a second organisation doesn't change the settings of the first.
The setup steps
Expanding your Xero organisation reveals the setup, numbered in the order you should work through it:
- Sync Settings — direction, defaults and which contact types to sync
- Object Settings — which records flow between the two systems
- Manage Syncing — running the historical sync, then turning the ongoing sync on
The numbering isn't decorative. Object Settings depends on choices made in Sync Settings, and Manage Syncing shouldn't be switched on until both are right — the product enforces part of this, since the ongoing sync won't start until the historical sync has finished.
Sync history
The Home screen lists recent sync runs with their duration and record counts. A run marked Sync Issues rather than Sync Completed is your starting point when something looks wrong — see Why a sync failed and how to retry it.
Before raising a case, take a look at Home. Connection status, licence status and the last sync result answer most questions on their own.