Xero Connect Overview

1. Open Xero Connect.
2. Click the Run button in the list toolbar.
3. Click the 'Request a new code' button.
4. A web browser will open. Login to Xero using the email address and password required to access your company datafile.
5. The Authorise Application page will be shown for Xero.
6. Select the company datafile to use in the drop down list.
7. Click the Authorise button.

Click the image above to view the Xero Authorise Application page.

8. Copy the seven digit authorisation code shown on the Xero web page.

Click the image above to view a sample of a Xero Authorisation Code.

9. Paste the code into Synergy in the 'Enter the confirmation code' box.
10. Click Connect.
11. The connection to Xero is now been established for 30 minutes.

Click the image above to see the authorisation code in the Synergy Connect Wizard.

On the Xero Connect Home screen click the 'Disconnect' button to end the current connection to Xero.

Use the General Settings screen to select the 'From Date'. Set the 'From Date' by selecting the calendar button and choosing a date in the drop down calendar, or type the date into the field.

The 'From Date' is used to select which invoices, credit notes, payments, and expenses data will be sent to Xero in the sync. Items created before the start date are not sent.

The 'From Date' in the Xero Connect Wizard looks at the following fields in Synergy:

• Invoice Date
• Credit Note Date
• Payment Date
• Expense Invoice Date
• Cash or Travel Expense Date

Choose if the contact details from Synergy will be sent to Xero. Contacts and Staff sent in the sync are matched on Name and Card ID number. Updates to the contact record in Synergy are also sent to Xero. This keeps both system in sync with each other so that the general contact data will match between Synergy and Xero.

A Card ID is mandatory to be entered in Synergy for each Staff and Contact that are included in the sync. Ensure this is entered on all Synergy Contacts by enabling the Contact Card ID System Setting.

Define what Connect will send to Xero as the Xero Item Code, Invoice Line Description, and Account Code.

Decide if payments will be imported from Xero, or exported from Synergy. Or enable both payment options.

Learn more about Xero Invoices and Payments Settings.

Define what Connect will send to Xero for the Supplier Expense as the Xero Item Code, Invoice Line Description, and Account Code.

Supplier expenses that have been disbursed against a Synergy Project or the <Office> project can be sent to Xero in the sync.

Select if Supplier Expense payment details will also be imported from Xero to Synergy.

Learn more about Xero Supplier Expenses Settings.

Define what Connect will send to Xero for the Staff Cash and Travel Expenses as the Xero Item Code, Invoice Line Description, and Account Code.

The staff expenses interface allows these rules to be configured separately for Project assigned expenses and internal <Office> project assigned expense items.

Learn more about Xero Staff Expenses Settings.

Determine which tax code in Xero matches the tax codes setup in Synergy. A separate mapping option is available for invoices and expenses.

When exporting payments to Xero, determine which bank account in Xero the payments will be interfaced to.

Learn more about Xero Mapping rules.

Tracking categories are used in Xero reports to group similar types of invoice or expense revenue together. Use this mapping window to select which Synergy record types will be mapped to each of the Xero tracking categories.

Learn more about Xero Tracking Categories.