How to Enable XERO Integration

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.

6. After enabling the XERO in your Brevity. You can start syncing by going to the Administration from the Main Menu and then clicking on the Sync XERO from the sub menu.

7. Click Connect to Xero

a. It will ask you to input your XERO account. Sign in with your XERO username and password.

b. Click allow access and you will now be redirected to the Brevity page.

9. Select Sync Xero from the Administration menu.

10. It will show you the XERO data sync page. You can select several options in syncing the Xero to this page. 

Sync Data - You can select if you want to sync from XERO to Brevity or Brevity to Xero.

Select Records to Sync - This section will give you three options.

         a. ALL - You can select all which will sync all the record even if it is already synced. Take note that this will double the record in XERO

         b. Updated Only - This option will check for any updated records and it will sync to Brevity or XERO.

         c. Unsynced Only - This option will never sync the data from Brevity or XERO.

Select Entitied to Sync - You can select different sections from Brevity or Xero. You need to select an entity if you are syncing the data from Brevity or XERO.

11. Click continue to see the data preview.

13. 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. The status of the data sync will be shown in the next screen.