You can also use quick actions in the product Modify view to sync any specific products manually. If you leave the sync off, Scoro will only sync the products and services included on the financial documents.Products can be synchronized in both directions but only one way at a time.Use the Enable/Disable checkbox in front of each category to define which data is included in the synchronization.

To do this, select the company you want to link from the drop-down menu, then click the blue Allow access button.Īfter connecting Scoro to Xero, the next step is to configure the way the information is shared between the two systems. In your Xero account, you will need to authorize Scoro to access the information in Xero. If not, you will be prompted to log in to Xero first. If you are already logged in to Xero, select the organization and authorize the integration. Note! For historic data migration please contact our Support Team. Note! The connection between Xero and Scoro cannot be activated if all currencies used in Xero are not activated in Scoro. To connect your Xero account with Scoro, go to Settings > Site settings > Integrationsand switch on Xero Accounting. Note! Xero integration is not included in every Scoro plan, so please check out the comparison table on our pricing and plans page to see where it's available. You've probably already read our pointers on what is synced between Scoro and Xero. Here's a step by step guide to setting up the integration, as well as some helpful information on how Scoro and Xero work together once connected. How to add QuickBooks invoice link into Scoro PDF or email template Syncing prepayments between Scoro and Xero Tracking category sync from Xero to Scoro

Video: Getting started: Connecting Scoro & Xero Video: Getting started: Connecting Scoro & QuickBooks Online

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