ProcureDesk syncs master data from Xero and synchronizes transactions to Xero, ensuring data consistency between the two platforms.
Overview of Master Data Sync
There are two methods to sync the data:
1. On-Demand Sync
Manual Syncing: The on-demand sync allows you to manually sync data from Xero to ProcureDesk whenever needed.
2. Nightly Schedule Sync
Automated Syncing: The system automatically syncs the data once every day, eliminating the need for manual syncing.
Next Step
For details on syncing transactions, refer to the section on How to Sync Transactions with Xero.