1. In Brevity, go to the System setup from the top navigation menu.
2. Click manage and select XERO mapping from the top menu.
3. 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
4. To sync data to and from your Xero account, there are templates to u.se in order for the data to be saved on correct tables and fields.
5. Mappings
a. Xero entity name
b. Brevity system entity/table
c. Xero entity fields
d. Brevity system entity fields
e. Primary Brevity entity
f. Key fields
6. Steps to setup new mapping
a. Select primary entity from the dropdown list (e)
b. Select system entity (b), you will see that its fields will be auto populated in (d) dropdowns
c. Map Xero entity fields with Brevity entity fields (c) > (d), select appropriate fields from the list, also note that fields marked with * are mandatory while others can be skipped.
d. If for any reason you are not able to map Brevity field to Xero field, then there is optional static input field present besides (d), you can enter/select your static value and that will be used when data is synced.
e. Key fields acts as primary fields that determine uniqueness of the records while the data is synced so that there are no duplicate records in the system, these key fields are used to determine whether to update or insert record while the data is synced to/from Xero.
f. Save mappings once all the fields are mapped.
g. You can anytime come to this section to modify the entity mappings.
7. Go to the Brevity website to sync data in Xero.
8. Select Sync Xero from the Administration menu.
9. Select to Xero, if you want to sync Brevity data to Xero or select from Xero if you want to sync data from Xero.
10. Select all the mapped entities from the list which needs to be synced.
11. Click continue to see the data preview.
12. All the data for the selected entities are shown in tabs, you can click the tabs to see the entity data.
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.
14. Click sync data to start with the data sync process.
15. The status of the data sync will be shown in the next screen.
