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Maintaining an up-to-date accounting system is critical for any business. Brevity has comprehensive two way integration with Xero. This allows for easy synchronisation of customers, invoices for both funding claims and invoiced services, and payroll data.



Brevity allows you to sync data from and to Xero. 

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Field Mappings: Brevity to Xero

The following table outlines the default mappings when transferring data from Brevity to Xero. 


Brevity Field
Xero Field


I. Client
a. Namea. Name
b. Email addressb. Email address
c. Client idc. Client Id
d. Addressd. Address
e. Phone numbere. Phone number


II. Employee
a. Namea. Name
b. Date of birthb. Date of Birth
c. Email addressc. Email address
d. Start dated. Phone number
e. Phone number
d. Address


III. Invoice
a. Datea. Date
b. Due dateb. Due date
c. Total c. Total
d. Total Taxd. Total Tax
e. Invoice ide. Invoice Id
f. Client Idf. Client Id


IV. Funding Claim
a. Datea. Date
b. Due dateb. Due date
c. Totalc. Total
d. Total taxd. Total tax
e. Client ide. Client id


V. Timesheet
a. Start datea. Start date
b. End dateb. End date
c. User idc. User id







Field Mappings: Xero to Brevity

The following table outlines the default mappings when transferring data from Xero to Brevity.


Xero Field
Brevity Field


I. From Account
a. Namea. Name
b. Codeb. Code
c. UIDc. UID


II. From Customer
a. Namea. Name
b. Email addressb. Email address
c. Phone numberc. Phone number


III. From Employee
a. Namea. Name
b. Date of Birthb. Date of Birth
c. Emailc. Email
d. Start dated. Start date
e. Phone numbere. Phone number
f. Addressf. Address


IV. From Tax
a. Namea. Name
b. Tax typeb. Tax type








FAQ


When and how does data sync occur?
Data is manually synced by you via the Xero sync screen. You will decide when to transfer information between systems, and initiate the sync from within Brevity.





Can I sync to multiple Xero accounts?


It is not recommended to sync multiple xero accounts but if there is a need to, you will need to disconnect and reconnect to the relevant account before syncing. 




How do I disconnect my Xero connection?
On the Xero sync screen there is a button in the top right that allows you to disconnect your Xero connection. Disconnecting will not reset any setting in Brevity. You can reconnect again at any time.





Setting up Xero:

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