Once you have a Xero integration up and running, you will have the option to select which bank accounts you want to sync.
Syncing the bank accounts on Routable to Xero:
To get started, you will first need to select which Routable bank account(s) you would like to sync to Xero.
Preview:
To match a bank account, simply search for its counter-part under the Xero match column and click the Confirm match button.
Note: You will need to add all bank accounts on Routable (that are not on Xero) to proceed. We want to make sure your data is always up to date!Syncing the bank accounts on Xero to Routable:
If you want to add a bank account that exists on Xero (and not on Routable) head to your Bank Connections Settings tab. You'll be able to add a bank account quickly!
Preview:
I'm having trouble syncing my bank account. What should I do?
If you're running into issues syncing a bank account, please contact us and a representative will be in touch.