How do I sync historical orders or purchases?

Introduction

Connex for Xero can import historical orders or change existing orders, based on a settings change. 

Can I preview a list of orders?

In your Connex for Xero account, hover over the settings gear icon and click reports. Click order previewer. You can view orders by a date or a list of order numbers.

Historical Orders

Connex uses a scheduled task system to pull orders. By default, the system pulls orders from current install date into the future. If you want to do orders from the past, follow these steps:

  1. Login to Connex.
  2. Expand sync manually.
  3. Change the sync dates or enter a comma separated list of order numbers: sync_order.jpg


Please note: The order list field will take precedence over the highest and lowest field. If the order list is blank, and the number range is zero, then the dates on the transaction tab are used.

Historical Purchases

Here are the steps:

  1. Login to Connex.
  2. Click configure.
  3. Expand sync purchases.
  4. Change the sync dates: sync_po.jpg
  5. Click sync now.

     

 

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