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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. Timed 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 a run a Tenancy specific Sync

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

 

How to view Sync history

Step 1: Go to Financials > Activities. This will show you all activities in the account

 

Step 2: Go to Financials > Schedule Synchronise. To see a more comprehensive Sync history.

 

 

Step 3: Go to View Log to see details of specific sync.

Scheduled Sync

Go to Financials > Go to Xero Screen > Schedule Synchronise > Configuration 

We recommend running the sync early morning between 4am – 8am.

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