How to Sync Xero with MessageDesk

Learn how to sync your Xero contacts with MessageDesk.

Josh avatar
Written by Josh
Updated over a week ago

MessageDesk Syncs Contacts and Invoices Both Ways, in Real-time with Xero

Learn how to connect your MessageDesk workspace to a Xero account.

Connecting your Xero Account

  1. Navigate to Settings

  2. Select 'Plugins'

  3. Click 'Xero'

  4. Click 'Connect to Xero' to connect your accounts and sync data with authorization through your Xero Account.

  5. Your accounting data including contacts and invoices will begin syncing with MessageDesk once the connection is established. MessageDesk will send you a notification once the sync is complete and successful.

Manually Triggering a Sync with Xero

This can be done to troubleshoot any issues you may have syncing invoices. This includes invoices not being updated.

Start by navigating to the "Plugins" module in your left-hand MessageDesk navigation.

Click on "Xero" to edit the connection settings.

To sync your already connected MessageDesk workspace with Xero click "Sync Now".

MessageDesk will then dispatch a manual sync request to fetch your contacts and invoices from Xero.

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