Understanding The Xero Integration
Your website will need to include the complete functionality of Synergy 8 (Marketing & Commerce). An easy way to determine whether you have this plan enabled is to look for the "Commerce" and "Marketing" links on the sidebar of the dashboard.
Upgrading your plan is a very easy process and normally instant, simply contact us.
Logging in to your Xero account before enabling the integration will also make the below steps easier. If you don't already have a Xero account, you can sign up for one on the Xero website: www.xero.com
What does it Sync?
The Xero integration works by synchronising the following information:
|From Synergy 8||From Xero|
Note: Because deletions are not reflected in either system, you may need to delete entries in both systems.
When Does it Sync?
You can choose to enable or disable automatic synchronisation within the Xero integration configuration page.
Synergy 8 will batch-sync with Xero two minutes after an update takes place within Synergy 8.
For instance, if you updated a member's email address at 2:00pm, and then an invoice is created at 2:03pm. Both changes would be reflected at 2:04pm within Xero.
If no update takes place in Synergy 8, a scheduled sync will take place after one day to download data from Xero.