Follow the step by step guide to connect to your XERO account and sync data:
1. Click on the username that can be found on the upper right corner of Brevity Software.
2. Click on the settings from the dropdown menu.
3. It will open the settings page of Brevity, Click on the Integration tab to open the integration page.
4. Click on the XERO Enable Button to Enable the XERO in your Brevity.
5. In Brevity, go to the .
6. Click manage and select XERO mapping from the top menu.
7. Click connect to Xero
b. Sign in with your logins
c. Click allow access and you will now be redirected to the Brevity page.
d. It would now say you are connected.
8. Go to the Brevity website to sync data in Xero.
9. Select Sync Xero from the Administration menu.
10. Select to Xero, if you want to sync Brevity data to Xero or select from Xero if you want to sync data from Xero.
11. Select all the mapped entities from the list which needs to be synced.
12. Click continue to see the data preview.
13. All the data for the selected entities are shown in tabs, you can click the tabs to see the entity data.
14. If there are validation errors, then those are highlighted in red, you need to correct them before the sync otherwise those records will be skipped during data sync.
15. Click sync data to start with the data sync process.
16. The status of the data sync will be shown in the next screen.
