How to update your Xero data
This help note will show you how to sync a Xero organisation as well as change your sync options. For more info on how Calxa integrates with Xero refer to Calxa and Xero.
This includes the ability to perform manual syncs for real-time reporting, ensuring your reports always reflect the most current data from Xero.
To add a new Xero organisation refer to Add a Xero Organisation.
To reconnect an existing Xero organisation refer to Reconnect a Xero Organisation.
TABLE OF CONTENTS
Sync Now
In addition to the automatic sync you can also trigger a manual sync at any time.
Navigate to:
Reports -> Report Tools -> Organisation Sync
or
Settings -> Organisation Settings -> Organisation Sync
Identify the Organisation you wish to Sync in the list of Organisations and click SYNC NOW.
Sync Settings
Calxa provides options that can speed up your organisation sync process by excluding selected data such as the business units and budgets.
Organisation Sync -> choose the Organisation -> Click Overflow menu ...
Choose Sync Settings
Alternatively, you can access the Sync Settings from the General Settings
Navigate to Settings -> Organisation Settings -> General.
Sync Settings -> CONFIGURE SYNC SETTINGS
Sync Options
Business Units to Sync
Xero Tracking Categories sync to Calxa as Business Units. See Business Unit Configuration to configure which categories to sync and optionally define combinations to sync intersecting Tracking Categories.
Choose an organisation from the Selected organisation drop-down.
Click Business Unit Configuration
Set the Business Unit Configuration to include the Tracking Categories you wish to Budget and Report on.
Multi-Currency Transactions
Enable this option if your company has transactions in multiple currencies. During the sync Calxa will conduct some additional steps required to reconcile key values related to unrealised gains and bank revaluations.
Unrealised Gains/Losses & Bank Revaluations:💡
refer to the Calxa and Xero help article for more details on how Calxa handles unrealised gains and losses.
Budgets to Sync
Enable this option and set the below options to sync your Xero budgets into a read only budget in Calxa.
Select budgets: select the Xero budgets to sync. All selected Xero budgets will be synced to a single budget in Calxa, therefore you can select only one budget per Xero tracking option. See budgeting by business unit to understand how Calxa allocates business unit budgets to a single version.
Financial Years: limit the number of years synced to reduce the sync time. In most cases the Current & Previous Year will be sufficient.
Tip: 💡use this option to import your Xero budgets and then copy the data to an editable version in Calxa. See Use your Accounting System Budget in Calxa for more details.
Daily Sync Settings
By default all Organisations will automatically sync daily, with any notification emails being sent to the Subscription Owner. See the Daily Auto-Sync help article for full details.
