View a report of the 'History' for what data was sent to Xero in each Connect data sync, by who and when. See what data was not sent to Xero using the 'Skipped record' tab. Items can be skipped if they have an error that needs to be resolved before the data is sent to Xero.
Setup required before use | Who can use it? | Where is it? |
Assistant system administrator System Administrator
| Connect to accounting > Xero Connect > History Connect to accounting > Xero Connect > Skipped records |
What is Xero Connect history and skipped records?
History tab in Xero Connect keeps track of what information has been imported or exported to Xero. This allows you to keep track of when each sync was run, which Synergy user ran the sync and when. The duration for each Connect sync to complete is recorded.
Expand a sync results row to see a list of all the records sent to Xero. This can be useful if you are troubleshooting Xero and need to find out when a particular item was sent. If a record is missing from a sync results then check the skipped records tab. The skipped records tab is where all the items excluded from the sync are listed. Items can be skipped because the user knew the data was not ready to go to Xero, or because there was an error showing on screen that they needed to resolve. Using the skipped records tab the user can add the items back into the next sync to Xero.
Why use Xero Connect history and skipped records?
View the which records were sent to Xero in each Connect sync, and which data has not yet been sent.
Details available
History
The Connect history tab keeps track of when each sync to Xero was run, which user ran the sync, and what information was transferred.
When you open the history tab for Connect the following details are shown on each sync report row:
Who ran the sync - The name entered on the users staff record is shown.
When the sync was run - The date and time that the sync was run by that user.
Processed records - The number of items that successful transferred to Xero. These items can be invoices, credit notes, invoice payments, invoice contacts, inventory items, bills, bill payments, or staff expenses.
Failed records - The number of items that failed to be transferred to Xero. These items can be invoices, credit notes, invoice payments, invoice contacts, inventory items, bills, bill payments, or staff expenses.
Sync duration - This shows how many minutes or seconds that the sync took to run and process all the records. This lets you see the average time each sync takes to run to send your Synergy data to Xero.
Tips:
If a sync run contains failed items the entire row is shown in red.
Click on a row to expand it to see the details of the items that were processed, or failed in that sync run.
The last 10 sync sessions or sync runs are shown in the history tab by default.
Expand any sync row to see the details of the particular sync. Each sync to Xero can transfer the following items:
Invoices
Credit notes
Invoice contacts
Inventory items
Invoice payments (Import or export)
Bills
Bill payments
Staff expenses
The image below shows an example of details that have been sent to Xero.
Tip: An audit of the settings applied for the sync is kept on the settings tab in Connect.
Skipped records
The items can be skipped from within the Preview tab. Some rows are linked and if one is skipped, then the other must also be skipped. For example if the invoice line is skipped then the invoice payment that is being exported to Xero must also be skipped.
Items are skipped in the preview window when the items show an error that the user has to go and fix, or if the user manually selects to skip the items from the current sync. Use this skipped records tab to see which items have been skipped, and add them back to the next sync run.
When you adjust the export from date forward, items in this tab that are earlier than the export from data will not be shown. This list only shows the items that are skipped in the current export from period.
Open the Xero Connect > Skipped records tab.
Check the box for each group that you want to add back to the sync preview.
Save.
Open the Xero Connect > Skipped records tab.
Click on a group row to expand and view the contacts. Grouping rows are shown for invoices, credit notes, import payments, export payments, bills, bill payments, or staff expenses.
Check the box for each item within the group that you want to add back to sync preview.
Save.