This article will guide you through performing a sync from CoreBridge to Xero.
These steps should only be performed if you have gone through a 1st sync with a CoreBridge support agent. If a first sync has not been performed, following these steps may create erroneous data in Xero.
- In CoreBridge, navigate to Accounting Module > Accounting Export > Setup tab.
- Click the Connect to Xero button.
(your system will look like one of these screenshots)
- A browser window from Xero will open. Enter your Xero credentials and click Log in.
- If presented with more than one Xero company, choose the company your CoreBridge system syncs to.
- Click Allow access for 30 mins.
Your system must be authorized before performing a sync. See "A. Authorize"
- Click the Sync tab then click Begin Sync.