User roles  Admin staff contributor External contributor ✗ Pulse user

This article explains how to set up synchronisation with Xero sync during the creation of a new client file in Silverfin. Once the connection is established, any changes made in Xero will automatically sync with Silverfin.

Steps to Set Up Xero Sync During Client File Creation

To establish a connection with Xero, it’s recommended to add the Xero sync when creating a new client file using the ‘Add New Client’ wizard.

  1. Answer 'Directly from the bookkeeping system' to the question, 'Where do you want to fetch the data from?'
  2. Select Xero or XeroTB from the drop-down menu.
  3. Click Save and Continue. You will be redirected to the accounting software's login page.
  4. Log in using the credentials of a user who has access to the file you wish to sync.

Permissions for Creating Client Files

New client files can be created by admin users or internal users with the necessary permissions. Admin users must grant these permissions in the user settings.