How to run a Sync with Xero

In order to run a sync you must have completed the integration between Arthur and Xero, see below for articles on integrating with Xero: This article looks at

1. Manual Sync
2. Scheduled sync

Manual Sync

Step 1 Go To Financials > Go to Xero Screen > Synchronise with Xero > Synchronise  Note: Always run a sync on "All", unless advised otherwise by a Arthur team member. Note: Never tick the "synchronise all records" box, unless advised otherwise by a Arthur team member.  

How to run a Tenancy specific Sync

Go To Tenancies > Choose your tenancy > Select More > Synchronise this Tenancy with Xero

How to view Sync history

 Go to Financials > Synchronise history. 

How to schedule and automatic sync

Go to Financials > Go to Xero Screen > Schedule Synchronise > Configuration  We recommend running the sync early morning between 3am-6am

Attachments (7)

run-sync-1-1....jpeg
51.6 KB

run-a-sync-2....jpeg
32.8 KB

XERO-SYNC-2-....jpeg
41.8 KB

How-to-run-a....png
194 KB

sync-6-1201x466.jpeg
45.7 KB

sync-1-1201x412.jpeg
40.9 KB

sync-3.jpeg
51.1 KB