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Syncing Data from Xero

Overview

As well as posting information from Vinsight to Xero, you will also want to sync information, such as payments made and currency conversions, back into Vinsight from Xero.

In this document:

Syncing Information From Xero

To sync information from Xero, simply select the sales order(s) you wish to update, from the Sales Order list, and click “update from Xero.”

UpdateFromXero

This will sync payment information from Xero, updating the “Date Paid” text box on the individual sales orders as well as updating Vinsight’s ‘unpaid’ sales order list.

In addition, for orders using a foreign currency, Vinsight will take the exchange rate used by Xero for that order, to ensure reporting in Vinsight is consistent with your information held in Xero.

To update an individual Sales Order, simply select ‘Update From Xero” from the “Actions” drop down list.

SalesOrderUpdateFromXero