Syncing Xero Connected Organizations

This guide provides essential steps for effectively syncing your Xero and Salesforce organizations, streamlining your financial processes. It offers clear instructions for troubleshooting connection issues and selecting the correct organizations to avoid costly mistakes. By following this guide, users can ensure a smooth integration, enhancing data accuracy and operational efficiency. Whether you're setting up a new connection or managing existing ones, this resource is invaluable for optimizing your integration experience.

Timothy Gentet-Kell-O'Brien
9 steps
29 seconds

Salesforce

Metisphere

Sync Connected Orgs

Navigate to <https://login.salesforce.com/lightning/n/xis__Sync_Connected_Orgs> and log into your Salesforce instance. If you are already logged in, please use the App Launcher to navigate to the "Xero Setup" App.

Click "Sync Connected Orgs" if you are not already on this Tab

If you see this warning, then you may have missed a step in the setup. This only appears if your Salesforce Org is unable to connect to your Xero Org. If this is the case, please follow [this](https://scribehow.com/shared/Setting_Up_Xero_Auth_Provider_with_Salesforce_Integration__F_0-ih65T5idn25e6W0q5Q) Scribe before continuing.

Select a Default Org to sync with

You will always require a Primary Org to sync with, the below will define which Org you will be connecting with.

Click on the "Default Org" picklist

The below list will show each Xero Org that has been authorised in prior steps, you may see multiple Orgs here, please be precautious which one you select to ensure you are not integrating a Salesforce Sandbox with a live Xero instance, or visa-versa

Select your Xero Org from the picklist, we named ours "Demo Example Org", so you will see different options

Configure Org based Settings

Click "Configure Org Settings"

Click on the "Xero Org" picklist

Select your Xero Org from the picklist, we named ours "Demo Example Org", so you will see different options

Leave the rest of the settings as they are, you should not need to modify these, unless you are doing a custom build, or you would like to turn off the ability for you to receive Webhooks (messages from Xero when a record is created or updated)

Click "Save"

Syncing Xero Connected Organizations

Timothy Gentet-Kell-O'Brien
9 steps
29 seconds

Salesforce

Metisphere

Sync Connected Orgs

Click "Sync Connected Orgs" if you are not already on this Tab

Select a Default Org to sync with

You will always require a Primary Org to sync with, the below will define which Org you will be connecting with.

Click on the "Default Org" picklist

Select your Xero Org from the picklist, we named ours "Demo Example Org", so you will see different options

Configure Org based Settings

Click "Configure Org Settings"

Click on the "Xero Org" picklist

Select your Xero Org from the picklist, we named ours "Demo Example Org", so you will see different options

Click "Save"