Sync data from Xero
Bring the chart, contacts, invoices, bank transactions and journals from Xero into MYLEDGER, one area at a time or all at once, with status and history.
The problem it solves
Rebuilding a client's Xero data in another system by export is tedious.
How it works
- Choose what to sync, or sync everything.
- Watch the status.
- Review the history of past syncs.
What your practice gets
- Xero data without exports.
- Selective or full sync.
- History kept.
Questions accountants ask
What can be synced?
Chart, contacts, invoices, bank transactions and journals.
Can I sync one area only?
Yes.
Is there history?
Yes.
Related features
Features that work alongside sync data from xero.
Connect a Xero organisation
Connect a client's Xero organisation, check the connection, switch between organisations and disconnect.
Xero account mapping
Map the MYLEDGER chart to Xero accounts manually, automatically or with AI, and create missing accounts in Xero.
Start fresh from Xero
Reload the MYLEDGER chart from Xero for a client with no postings yet.
Automatic updates from Xero
Changes in Xero trigger incremental updates in MYLEDGER, so data stays current.
Reliable Xero connection
The Xero connection handles sign-in renewal and Xero's usage limits so syncs and pushes complete reliably.
Push journals and transactions to Xero
Validate, then push manual journals or bank transactions to Xero, with batches, history, status refresh and the ability to revoke.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.