Home → Integrations → Xero → Syncing to Xero
5.11. Syncing to Xero
To sync your invoices and credits in your items queue you must go to Main Menu > Accounts > Xero.
Once the Xero page is open hover over the Choose Account button. This will provide you with the Xero accounts that have been set up to connect with in RubiCRM. Most clients will only have one Xero account to select from. Select the account and the integration will begin to run.
If you wish to only integrate invoices to a specific date then enter a date into the date field.
For security reasons, you need to reauthenticate your connection with Xero every 30 days.
If you need to reauthenticate the connection to Xero then a login window to Xero will open. More information on authentication with Xero can be found here.
When the integration runs a popup will show within RubiCRM showing you the integration progressing. Leave this popup open until the integration has completed its run.
Once your invoices/credits have synced a copy of the invoice/credit with the invoice/credit number allocated by Xero will be sent by email to your client or your internal team depending on how you have requested your integration be set up.