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:

Understanding the Xero Integration

How to Integrate Arthur and a Clean Version of Xero

How to Integrate Arthur and an Existing version of Xero

Xero Integration Checklist

 

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 a specific sync.

 

 

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