Load historical transactions from Xero

Load historical transactions from Xero

Cin7 Core normally loads new/updated data to and from Xero during the syncing process between Cin7 Core and the accounting application.

In case there's a need to overwrite data from Xero, the Xero Integration page in Cin7 Core features a Load Historical Data function which allows loading of historical changes/documents/transactions from Xero to Cin7 Core, starting from a specified custom date which must not be more than one year before the current date.Transactions up to one year old can be loaded.

Load historical data

  1. In Cin7 Core, navigate to Integration → Xero.

  2. Click Sync History.

  3. On the Xero Synchronisation page, click the Load historical transactions button. Transactions up to one year old can be loaded.

  4. Select the starting date for the changes to be imported from Xero, then click Start Sync.

  5. Once the sync process is completed, all historical changes/documents/transactions from Xero will be loaded into Cin7 Core.

Verify missing transactions

Sometimes this function does not bring every transaction through from Xero. This may be because of rate limits imposed by Xero as large volumes of data are downloaded. Verify if all transactions are imported correctly using the Reconciliation with Xero report.

In this report, documents that exist only in Cin7 Core or Xero will have the status Missed. Documents that are fully matched between the two systems will not appear in the report.

If Reconciliation with Xero shows missed documents, try to load historical data again.

 

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