Sync historical transactions with Xero
During synchronization, Cin7 Core syncs items with Xero that were created or updated since the last sync. You may need to download information from Xero, or export information to Xero, from before the last sync date. You can download historical data up to a year old, and there is no age limit on exported data.
Prerequisites
Download historical transactions
Download items and transactions to Cin7 Core from before your most recent sync.
Open the Xero navigation from any page in Cin7 Core
Click Sync history.
Click Load historical transactions.
Select a Starting date. You can download transactions up to one year old.
Click Start sync.
Export historical transactions
Export items and transactions to Cin7 Core from before your most recent sync.
Select Integrations from the main menu, then Xero.
Go to Export historical data from Cin7 Core to Xero.
Select a starting date.
Click Export historical transactions.
Verify missing transactions
Sometimes this function does not bring every transaction through from Xero or Cin7 Core. 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 download or export the historical data again.
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB
- Publish to everyone.4.log-2010416261.zip30 KB