CRM: How to re-sync client to Xero

OVERVIEW: This can be necessary when you are unable to sync an invoice to Xero. You can tell this when the error message in the invoice detail shows something like this:

HOW TO:

1. Go to the Client List at https://creatorapp.zoho.com/100rails/goscaffold/#Report:Clients_List
2. Search for the Client you are having issues with by clicking the column header for Client Name and Search
3. Right-click on the client that you are having syncing issues with and choose "Clear SYNC"
4. Go to XERO and Double check you have exactly the same Client name in Scaflog and Xero
5. Right-click again on the same client and choose "SYNC to Accounting"

Your client should be connected again to Xero and your invoice should sync across.

If this doesn't work please contact a Scaflog support team member at support@100rails.com. Please include the invoice number and send a screenshot to assist our team.