| 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.
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.
- When adding new file 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.
New client files can be created by admin users or internal users with the necessary permission to create files. This permission must be granted in the user settings by an admin user.