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Manual Sync

Manual Sync

What is Manual Sync?

Manual Sync acts as a backup tool. It allows you to force-push orders from a specific date range into Xero.
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 Manual Syncing section.

When should I use Manual Sync?

  • Historical Data: You just installed Xero today, but you want to sync your sales from last month.
  • Error Recovery: If your internet connection failed during a sale and an order didn't auto-sync, you can use Manual Sync to push it through later.

How to use Manual Sync

1. Go to the Manual Syncing tab.

1. Go to the Manual Syncing tab.

2. Click Add Sync Request.

2. Click Add Sync Request.

3. Select the Sales Channel and Location you want to sync.

3. Select the Sales Channel and Location you want to sync.

4. Select the Date Range (Start Date and End Date).

4. Select the Date Range (Start Date and End Date).

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.

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 Submit Sync Request.

6. Click Submit Sync Request.

7. You will receive a notification that the sync request has been submitted.

7. You will receive a notification that the sync request has been submitted.

8. Once processed, the status bar will show that the sync is complete.

8. Once processed, the status bar will show that the sync is complete.

9. You can now see your synced data.

9. You can now see your synced data.

warning:
API Limits Xero limits how much data can be sent at once. If you need to sync a large timeframe (e.g., a full year of sales), please break it down into smaller batches (e.g., month by month) to prevent the sync from timing out or failing.

The Workflow

Once active, the process is seamless:

  1. Create an order on your sales channel. (In the video guide above, we demonstrated this using the POS).
  2. Add a manual sync request for the specific sales channel and select the date range.
  3. You can check the status in the history log. Once it says "Completed," your data is in Xero.

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