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| The Xero mapping section allows you to connect your instance to Xero (using the connect button in the top right) as well as change the default mappings between Brevity and Xero. |
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1. To sync data to and from your Xero account, there are templates to use in order for the data to be saved on correct tables and fields.
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You can connect your Xero account with Brevity in order to import clients, employees, invoices and timesheets data or vice versa. In order to sync data, we go to Administration>Sync Xero. Choose the data you would want to sync and it would transfer all information. All information from Xero would now be found on Brevity.
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Field Mappings: Xero to Brevity
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Xero Field | Brevity Field |
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I. From Account |
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a. Name | a. Name |
b. Code | b. Code |
c. UID | c. UID |
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II. From Customer |
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a. Name | a. Name |
b. Email address | b. Email address |
c. Phone number | c. Phone number |
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III. From Employee |
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a. Name | a. Name |
b. Date of Birth | b. Date of Birth |
c. Email | c. Email |
d. Start date | d. Start date |
e. Phone number | e. Phone number |
f. Address | f. Address |
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IV. From Tax |
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a. Name | a. Name |
b. Tax type | b. Tax type |
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