· Step 1. Select Yes at "Sync from system to Xero" to allow data to be synchronized from CRM system to Xero à then select Save.
· Step 2. Create customer, invoice, payment in CRM system
● Step 3. Go to Management menu under the Xero integration module to synchronize data.
Customers and transactions will automatically sync from CRM to Xero based on cron configuration on your server.
Or you can also manually synchronize each customer, invoice, payment. Note: you must synchronize the customer first à then synchronize that customer's invoices à payment will only be synchronized after the invoice has been synchronized.
If a customer or transaction is updated again on CRM
, you can synchronize it back to Xero by clicking 
If status is “Synchronized”, the data has been synced to Xero.
If status is “Not synchronized yet”, the data has not been synchronized to Xero. If synchronization or resynchronization fails, you can know the reason for failed synchronization in the "Error message" column.
