TormanoConnect Xero once and your contacts and money records stay in step in both directions.
Connecting
Go to Settings > Integrations > Xero, click Connect Xero, and approve Tormano in Xero. You can disconnect from the same page at any time. If you manage several Xero organizations, you may occasionally be asked to reconnect.
What syncs
- Contacts, both ways. Changes on either side reach the other within a few minutes.
- Donations, deals, and grants, into Xero. Donations arrive as bank transactions; deals and grants arrive as invoices. Nothing is duplicated.
- Invoice payments, back into Tormano. When a Xero invoice tied to a deal or a grant is paid or voided, Tormano updates that record and adds a note to its timeline.
Keeping it current
Syncing happens on its own. The settings page also has Push to Xero and Pull from Xero buttons and a history of what has run.
Removing the integration
Click Disconnect on the Xero settings page. Syncing stops until you reconnect.