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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.

Table of contents 

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.

User permissions in Silverfin for creating client files

  • 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 will not be able to set up the sync. 
  • In case of questions related to user permissions in Xero, please contact Xero support.