Sync documents to Xero
Send existing invoices and purchase orders to Xero in bulk, or push a single document again.
New and saved documents go to Xero on their own. Use Sync to Xero for documents created before you connected Xero, or to retry several at once.
Before you start
- Xero must be connected. Sync to Xero only appears once it is.
- You need permission to edit finance.
Sync several documents
- Go to Finance.
- Tick the rows you want to send. Invoices and purchase orders can be mixed.
- Click Sync to Xero in the selection bar.
Push one document again
- Find the row on Finance.
- Click the circular arrow beside its Sync badge. On Synced rows, hover to see it.
What happens next
- Up to 20 purchase orders and 20 invoices are sent per press, unsynced ones first. Anything beyond that stays ticked, so press Sync to Xero again to continue.
- A message sums up the result, for example "3 of 5 synced to Xero, 1 locked in Xero, 1 failed — see the Sync column".
- The badges update. Hover over any Failed badge to see why.
- Sending an invoice also sends any payments recorded while Xero was off.
Good to know
- If Xero isn't connected you'll see "Xero is not connected for this studio. Connect it in Settings → Integrations, then sync."
- Syncing changes the copy in Xero. Earlier versions in Xero aren't kept.
- To remove a document from Xero, void or delete it.