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This article explains how to connect Silverfin with Xero to synchronise accounting data. Once the connection is established, any changes made in Xero will sync with Silverfin.
Table of contents
- Method 1: Add new file
- Method 2: Set up synchronisation in existing client file
- Does Silverfin support sync of documents from Xero?
To establish a connection with Xero for syncing, it’s recommended to add the Xero sync either when creating a new client file using the ‘Add new client’ wizard or when transferring an existing sync.
Method 1: Add new file
- When adding new file at answer 'Directly from the bookkeeping system' to the question 'Where do you want to fetch the data from'?
- Select Xero or XeroTB from the drop-down menu.
- When you click save and continue you will be redirected to the accounting software login page. You need to log in with the credentials of the user who has access to the file you wish to sync.
Method 2: Set up synchronisation in existing client file
- Go to the file and click on the ' Edit client' button.
- Click on the 'Sync' tab.
- Click 'Set up Sync'.
- Choose one of the provided synchronisation scenarios. If you choose the first scenario, you will be promoted to set up sync transfer date.
- Choose Xero or XeroTB from the list of available synchronisations.
- When you click save and changes you will be redirected to the accounting software login page. You need to log in with the credentials of the user who has access to the file you wish to sync.
Does Silverfin support sync of documents from Xero?
Silverfin supports syncing documents. Once a document is linked to a transaction in Xero, it will appear in Silverfin as well. Depending on the number of documents, it may take some time for all of them to become visible in Silverfin after the sync is complete.