User Roles Admin✗Staff contributor ✗External contributor ✗Pulse user 

This article explains how to set up synchronisation with Xero while creating a new client file in Silverfin. Once the connection is established, any changes made in Xero sync automatically with Silverfin. If the client file already exists, see How can I set up synchronisation with Xero in an existing file?

Table of contents 

How do I set up a Xero sync when creating a new client file?

To establish a connection with Xero, we recommend adding the Xero sync while creating the client file, using the Add new client wizard.

  1. Click Start in the left panel, then click Add new client.
  2. In the File setup step, under Data source, choose Bookkeeping sync.
  3. Under Bookkeeping system, open the drop-down menu. To create a new connection, choose Connect to Xero or Connect to Xero - Trial Balance only (FX). To reuse a connection that already exists in your firm, choose it under Existing syncs.
  4. If you want the sync to start from a specific date, go to the Advanced section, tick Only start syncing from a specific date and fill in Select date. We recommend choosing the start of a financial year.
  5. Click Save & Continue. You will be redirected to the Xero login page.
  6. Log in using the credentials of a user who has access to the file you want to sync.

Who can create client files in Silverfin?

  • New client files can be created by admin users, or by internal users who have been granted the necessary permissions.
  • Admin users can assign these permissions in the user settings.

What user permissions are required in Xero to set up a sync?

  • To set up a Xero sync, the user must have Standard access with write permissions. A user with read-only access cannot set up the sync.
  • If you have questions about user permissions in Xero, please contact Xero support.