Auto Sync
What is Auto Sync?
Auto Sync is the "set it and forget it" feature. Once enabled, EasyBiz will automatically push orders to Xero the moment they are created or updated. You do not need to click any buttons.
đź“Ť Where to find this setting? Go to Settings > Business Portfolios. Click your business > Click the three dots for Xero > Settings. Scroll down to the Auto Syncing section.
How to set up Auto Sync
1. Go to the Auto Syncing tab in the Xero Integration settings.
2. Click Add Auto Syncing.
3. Select Sales Channel: Choose where the orders are coming from (e.g., "POS" or "Online Store").
4. Select Location: Choose which branch this applies to (e.g., "Clementi Branch").
5. Contact Mapping: Option A: Choose "Auto-match by name". This tells Xero to look for an existing customer with the same name. If none is found, it will create a new contact automatically. Option B: Choose "Manual Select Xero Contact" if you prefer to group all sales from this channel under a single generic contact (e.g., "Walk-in Customer") to keep your Xero contact list organized.
6. Click Add.
7. Once added, your specific sales channel configuration will appear in this list, confirming that auto-sync is successfully active.
The Workflow
Once active, the process is seamless:
- Create an order on your sales channel. (In the video guide above, we demonstrated this using the POS).
- Wait a few seconds.
- The order appears in Xero automatically.
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