What is Xero Connect?
Use the Xero Connect to transfer your Synergy data for invoices, credits, invoice payments, bills, bill payments, and staff expenses to your Xero company database file.. The following Synergy items can be synced with Xero:
- Credit notes
- Invoice payments
- Invoice contacts
- Inventory items
- Bill payments
- Staff expenses (cash and travel expenses)
Use the settings in Connect to customise how your data appears in Xero, and control which accounts and bank accounts the data is linked to after connect has transferred the data.
|Setup required before use
|Who can use it?
|Where is it?
Connect to accounting > Xero Connect
Tip: Learn more about how to resolve error messages that can be shown in the Xero Connect preview tab.
Here's how to set up the integration between Synergy and Xero Connect.