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This article explains how to connect Silverfin with Xero in an existing file. Once the connection is established, any changes made in Xero will automatically sync with Silverfin.
To establish a connection with Xero in an existing file, follow the below steps:
- Go to the file and click on the ' Edit client' button.
- Click on the 'Sync' tab.
- Click 'Set up Sync'.
- Choose one of the provided synchronisation scenarios. If you choose the first scenario, you will be promoted to set up sync transfer date.
- Choose Xero or XeroTB from the list of available synchronisations.
- When you click 'Save changes' you will be redirected to the accounting software login page. You need to log in with the credentials of the user who has access to the file you wish to sync.
