· Step 1. Select Yes at "Sync from Xero to system " to allow data to be synchronized from Xero to CRM system à then select Save.
· Step 2. Create customer, invoice, payment in Xero
· Step 3. Go to Management menu under the Xero integration module to synchronize data.
Customers and transactions will automatically sync from Xero to CRM based on cron configuration on your server.
Or you can also manually synchronize each customer, invoice, payment and expense. Note: you must synchronize the customer first, then synchronize that customer's invoices. Payment will only be synchronized after the invoice has been synchronized.
If a customer or transaction is updated again on Xero, you can synchronize it back to CRM by clicking on "Synchronize data from accounting system" button.
Transactions downloaded from Xero to CRM also have a status of "Synchronized".
Note: if you click on “Run Cron Manually” data will be synchronized from CRM to Xero, and from Xero to CRM.
