User Roles who can connect Xero to Xenett
To connect the Xero file with Xenett, you need to be either of the below users under Business and Accounting:
Advisor
Standard
Email Notification from Xero
Email notifications are managed by Xero and not by third-party applications. In any case, Xero doesn't send any emails while connecting with Xenett.
Sync with Xero
When the client is added to Xenett, initially, it does full sync to import all the information available from the general ledger. Once the initial full sync is completed, subsequently CDC sync will only import the changes since the last sync, which is much faster. If you make some changes in Xero, you should initiate a quick sync available on both the Dashboard and Clean-up Mode screens.
Xenett brings data for the last 15 months from the present date. It syncs the below data from the accounting system:
Transactions
Masters (Vendors, Customers, Accounts)
General Ledger
Reports (Profit & Loss, Balance Sheet)