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Syncing Data

How the sync works, instant sync, payments, bills, resyncing a record and reading the history.

12 articles, in the order they're best read

  1. 1How the Sync WorksScheduled runs, what each cycle does, and how the Send To Xero button fits alongside them.
  2. 2Send To Xero and ResyncPush a single record to Xero now with the Send To Xero button instead of waiting for the next sync cycle, and pull the latest copy back with Resync With Xero.
  3. 3What Syncs, and in Which DirectionAn object-by-object reference for what moves between Salesforce and Xero.
  4. 4Products and Stock LevelsKeep Salesforce products aligned with Xero items, and see stock on the record.
  5. 5Payments and Credit NotesSee what's been paid without opening Xero.
  6. 6BillsRead Xero bills into Salesforce for visibility on the record.
  7. 7Reading the Sync HistoryWhat each entry means and how to use it when something looks wrong.
  8. 8Resyncing a Single RecordPush one corrected record without waiting or re-running everything.
  9. 9Running the Sync as a Dedicated UserPoint the sync at an integration user so it survives staff changes and deactivations.
  10. 10Finding Invoices in SalesforceThe packaged list views, what the status colours mean, and the link straight into Xero.
  11. 11Invoice PDFsDownload a Xero invoice PDF, or attach it to the Salesforce record.
  12. 12The Xero Contacts TabSee which Xero contacts exist in Salesforce and which Account each is linked to.

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