Sync rules

Syncing Accounts from Autotask to Contacts in Xero
The unique identifier between Accounts/Contacts in Autotask and Contacts in Xero is the name. We don't store the IDs between the two syste...
Thu, 26 May, 2016 at 4:04 PM
How do I specify which Contact details get synced to Xero?
In Autotask, there are Accounts (Companies) and Contacts.  Xero doesn't support this, so we send across the Account details, and pick the first...
Tue, 31 May, 2016 at 4:50 PM
Syncing payments from Xero back into Autotask
Regardless of what plan you are on, any invoices that are paid in Xero are only synced back as paid into Autotask once a day. Invoice must be pai...
Fri, 4 Nov, 2016 at 10:12 PM