Xero can be accessed for 30 minutes at a time to synchronise your data e.g. Invoices to Xero or Clients from Xero.
To access Xero, simply select the Xero icon from the profile menu (in the top right corner):
Enter your Xero credentials:
Allow access:
Connect the correct organisation on FlowLanes:
Once you have successfully connected to Xero, you can synchronise data between FlowLanes and Xero. Your connection status will be displayed in the header bar of FlowLanes:
Once connected to Xero, Clients, Suppliers, Purchase Orders, Invoices, and Account Codes can be synchronised between Xero and FlowLanes.
Sync Clients from Xero:
Sync Suppliers from Xero:
Sync Invoices to Xero:
Sync Purchase Orders to Xero:
Sync Account Codes from Xero:
Remember to set the income and expense accounts after synchronising account codes from Xero, navigate to the Manage page in Admin to setup:
Sync Inventory to Xero:
