🔄 Troubleshooting Xero Sync with Client Hub

After connecting Xero to Client Hub, transactions from your selected Xero account should sync into the appropriate Client Workspace. If you're not seeing expected transactions, this guide will walk you through common troubleshooting steps and how to test the connection.

🔁 How to Manually Sync Xero Transactions

Client Hub automatically syncs new transactions from Xero every 10 minutes. If you need to sync immediately:

1. Open the Client Task panel in the workspace.
2. Click the Actions icon (⋯) at the top.
3. Select "Sync transactions from Xero" to bring in the latest Spend Money transactions from your designated account.

📅 Common Sync Issue: Transaction Date

If a transaction isn’t appearing in Client Hub, it may be due to the transaction date:

• Transactions must be dated after the Xero-to-Client Hub connection was established.
• This is especially important for transactions created from the bank feed—they won’t sync if they’re dated before the connection date.

🧪 How to Test the Connection

To confirm your Xero connection is working properly:

1. In Xero, do not use a bank feed to test the sync.
2. Instead, click the “+” icon and manually create a Spend Money transaction.
3. Make sure the transaction is assigned to your target account (the one selected in Client Hub).
4. In Client Hub, open the Client Task panel and click the Actions icon (⋯).
5. Select "Sync transactions from Xero" to pull the transaction into the workspace.

If the transaction appears in Client Hub, the integration is working as expected.