How to set up automatic synchronization

Once you finish the connection and setup, we recommend testing Synder with several transactions to make sure everything looks good (remember you have a free trial once you create a new account in Synder).  Once testing is done, you may be confident that automatic synchronization will save your time on manual data entry. The auto-import option is […]

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How to sync historical transactions

Manually you can import as many historical transactions from the payment system as needed (the time range of how far back you can go can vary based on your plan). Note: you are given 1 month of historical data import on a trial. Please check out this guide to learn about Synder automatic synchronization mode. […]

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Reconcile your checking bank account in Xero

In this guide, you will learn how to reconcile your sales platforms transactions synchronized by Synder to your Checking bank account in Xero. There are two ways to do it: Automated way using Payouts feature (more accurate) Manual way (creating transfers manually from the Bank Feed) 1. Automated way using Payouts feature (more accurate) 1) […]

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Automatic Xero clearing account reconciliation

When Synder integrates the payment processor with Xero accounting it creates a Clearing bank account (a so-called Holding account) for the temporary storage of synchronized transactions (the same way as the payment processor holds the money for some time before paying them out to your bank). Auto-reconciliation feature allows to mark all the synchronized income […]

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Can Synder sync transactions in multiple currencies to Xero?

The answer is Yes. Synder will sync transactions in foreign currencies to a clearing account in your Xero Chart of Accounts and then transfer the funds to your checking account. The setup for all transactions to be put into one account is ready by default, so there is no need to do anything besides synchronizing […]

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