Xero Integration FAQ's
A few summary FAQ's to help understand the limitations and processes of the AgentNous <> Xero connection.
- How to disconnect from Xero
- If you want to disconnect your Xero account, please go to Settings > Integrations and select the 'Discount from Xero' button.
- Integration Limitations
- Integration limitations can best be understood by viewing the Data Flow diagram.
- How do I reconcile Transaction data synced to Xero?
- Transactions are reconciled using native Xero tools; AgentNous provides feedback on reconciled activities in the Money screen.
- When and how does data sync occur?
- Data is synchronised persistently through interactions in the application using WebHooks and will update data in line with the Data Flow diagram when information changes.
- How to perform a manual data sync.
- A manual data sync can be run from the Money screen by clicking "Sync Now" at the top of the page.