What Information Transfers to Tradify When Connecting Xero?

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Settings

Topic

Learn more about what information comes over when you're setting up Tradify and Xero's two-way sync.

Instructions

After integrating with Xero, only invoices generated post-integration will seamlessly synchronise from Tradify to Xero. Any invoices predating this integration won't automatically transfer unless manually initiated. To send them to Xero, access the specific invoice, navigate to Options, and select "Send to Xero."

 

Additional Information

For more information on using Tradify and Xero together:

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