Xero Connect Report

Who Can Use It?	Where Is It?
Administrator System Administrator	Connect > Xero Connect List

Click the Run button located in the top toolbar to start the Xero Connect Wizard.

In the Wizard complete the following steps:

1. Connect to your Xero company datafile.
2. Select the 'From Date' from when data can be sent from Synergy to Xero.
3. Define how Contacts should be exported.
4. Define how Invoices, Credit Notes, and Payments should be exported, and define if Payments entered in Xero should be imported to Synergy.
5. Define how Supplier Expenses should be exported.
6. Define how Staff Expenses (Cash & Travel transactions) should be exported.
7. Select how tax codes in Synergy should be mapped to tax codes in Xero.
8. Select which bank account payments exported from Synergy should be mapped to in Xero.
9. Preview the data that will be sent to Xero, and correct and errors that are displayed.
10. Run the Connect sync to Xero.
11. Check the results of the Sync in the Connect Report.

The Connect report keeps track of when each sync to Xero was run, what information was transferred, and which settings were selected in the Wizard. Use the list filter to control which Xero Connect Reports are displayed in the list. By default the last 10 Connect sessions are displayed.

The Xero Connect report is divided into 5 sections.

Use the list filter to control how many report for the Xero Connect Sessions are displayed. The list will display sessions for all users that have run Xero Connect for the open Synergy database. The filter is located in the top toolbar in the right corner of the toolbar.

The following options are available:

1. Last 10 sessionsThe last 10 Xero Connect session reports are displayed. This is the default filter applied to the list.
2. Sessions for todayView any Xero Connect sessions that were completed on today's date.
3. Sessions this weekView any Xero Connect sessions that were run in this calendar week.
4. Sessions this monthView any Xero Connect sessions that were run in the current month.
5. All sessionsView a list of all Xero Connect sessions that have been completed.

1. Date + time and the datafile nameEach sync report displays the date and time that Connect was run, and which Xero company datafile the sync transferred the data to/from.
2. InformationThe Synergy username and computer name used to run Connect is stored.
3. Records SuccessfulA summary of each item added to Xero is displayed.
   Contacts - The Synergy contact name and card ID number.
   Invoices - The invoice number and invoice value (inc tax).
   Credit Notes - The credit note number and credit note value (inc tax).
   Payments - The payment value of (inc tax) for the invoice number the payment is linked.
   o
   Supplier Expenses - The invoice number and expense value (inc tax).
   Staff Expenses - The value of the expense (inc tax), the staff member who entered the expense, and the expense line description selected.
4. Settings - Which settings from the Xero Connect Wizard were selected are shown. Each selection from a drop down list, or a check box selected, or a date select are remembered as a reference for every sync to Xero. This allows you to check which 'From Date' was selected for the sync, and which account the invoices, payments, and expenses were configured to be transferred to in Xero.
5. TimeThe total time that the Xero Connect sync took to complete is displayed.