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Linking guide

Xero Linking Guide, what is transferred between Xero and ERP Go?

Updated over 3 weeks ago

The following is a brief summary of the interactions and direction of data movement between ERP Go and Xero.

Each of the above interactions are a manual process, meaning that performing specific actions within ERP Go will trigger that interaction.

Accounts are shared between ERP Go and Xero, the creation or update of accounts in one system is replicated in the other.

This requires the use of the import/export options located within the Xero integration of ERP Go .

Invoices/Credit Notes are transferred from ERP Go to Xero, this takes place at the point of updating an invoice/credit note or invoice batch status to Posted.

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