Home → Integrations / Bolt-Ons → Xero → Syncing to Xero
7.11. Syncing to Xero
To sync your invoices and credits in your items queue you must go to Main Menu -> Accounts -> Accounting Integration.
Once the Accounting Integration page is open, click the Run Manual Syronisation 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, so the CRM will not provide you with options and will choose the only active account.
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, you will see the progress as it is happening.
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.