When you create purchase orders on Klipboard connect your account to Xero. Once you have completed this it will then automatically sync across the purchase order from Klipboard upon creation of that purchase order to Xero.

However, for edits between both systems, the sync process from Xero back to Klipboard is not automatic. To update Klipboard with any edits made on Xero you need to do a manual sync. For purchase order status updates or purchase order line item edits, you must click on the "Sync with Xero" button located on the Xero Integration page on Klipboard.

The sync process will then begin and check for updates on Xero and update Klipboard accordingly. Whilst the sync process is in progress do navigate away from the page.

We advise doing this periodically to ensure both systems are in sync with each other.

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