How do I resync with Xero?

You can easily sync your organization and related records, avoiding the need to manually enter data in Xero or Vtiger CRM.

You can sync data in one of the following three directions:

• Sync Xero data with Vtiger - This is a one-way sync. It moves Xero data into Vtiger CRM.
• Sync Vtiger data with Xero - This is a one-way sync. It moves Vtiger data into Xero.
• Sync both ways - This is a two-way sync. It transfers Xero data into Vtiger CRM and vice versa.

Follow these steps to set up syncing:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Organizations/Products/Invoices/Payments by following the paths below:
   1. Main Menu > Essentials >  Organizations
   2. Main Menu > Inventory > Products/Invoices/Payments
4. Click Sync.
5. Select Xero and click Settings.
6. Enable syncing for a module by selecting the checkbox in the Enable Sync column.
7. Select a sync direction from the drop-down menu.
8. Map your Xero account details.
   1. Accounts are created as a picklist field in the Products and Payments modules.
   2. To sync Payment records, ensure that the Payment Status is Received and the related Invoice Status is Approved/Paid/Partially Paid.
9. Click Save Settings.
10. Click Sync Now.