What is Manual Sync?
Manual Sync acts like a time machine. It re-pushes historical orders that already exist in EasyBiz into Xero.
When to use Manual Sync?
🗓️ Onboarding: You just connected Xero today, but you want all your sales from last month to appear in your accounts.
🛠️ Xero Sync Recovery: Orders were saved in EasyBiz, but an internet outage prevented them from syncing automatically to Xero. Once you are back online, use Manual Sync to "force push" those existing orders.
Do not try to sync a whole year at once. It will take too long.
Best Practice: Sync in small batches (e.g., one week or one month at a time) to ensure everything goes through smoothly.
Where to find this setting?
Go to Settings → Integrations. On the Xero card, click Sync to open the Xero Sync page. You can also choose Manual Syncing from the menu of a row in the Auto Syncing section of Xero Settings (click Manage on the Xero card). It then uses that row's sales channel and contact.
Choosing the contact
A sync request asks which Xero contact the invoices go to, in the To Contact list. The choices are the same as for Auto Sync: the sales channel's name, Auto match using Agent Billing Name (B2B only), By name with phone, By name with ID, or Manual Select Xero Contact. Choosing the Right Contact Matching Method for Your Business explains each one. Use the same choice as your Auto Syncing row for that sales channel, so each customer's invoices stay under one contact.
How to use Manual Sync
On the Xero Sync page, click Add Sync Request.
Under To Xero Organization, choose your Xero organization. Then choose the sales channel under From Sales Channel (for B2B, also the Invoice Sync Option) and the contact option under To Contact. If you started from a row's Manual Syncing, these are already set.
Choose the Sync Date Range.
Click Sync to followed by your Xero organization's name.
Check the progress
The list on the Xero Sync page shows each request. When the spinner stops, the sync is finished, and the synced count shows how many records reached Xero. Click a request to open Syncing Status and see why a record failed or was skipped. Troubleshooting Your Xero Sync explains the common reasons.
What's Next?
Now that you have both auto and manual sync covered, continue to Customizing Invoice Numbers to control how invoice numbers are generated so they match your accounting conventions.