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Getting started with Xero Connect
Getting started with Xero Connect
Updated over a week ago

What is Xero Connect?

Use the Xero Connect to transfer your Synergy data for invoices, credits, invoice payments, bills, bill payments, and staff expenses to your Xero company database file.. The following Synergy items can be synced with Xero:

  • Invoices

  • Credit notes

  • Invoice payments

  • Invoice contacts

  • Inventory items

  • Bills

  • Bill payments

  • Staff expenses (cash and travel expenses)

Use the settings in Connect to customise how your data appears in Xero, and control which accounts and bank accounts the data is linked to after connect has transferred the data.

Getting started

Setup required before use

Who can use it?

Where is it?

Assistant administrator

System administrator

Connect to accounting > Xero Connect

Here's how to set up the integration between Synergy and Xero Connect.

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