Synkle performs a one-off download of all your files stored in Xero to Google Drive. It includes those files that have been attached to individual transactions but can’t be seen in the Files section of Xero. It’s that smart!
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No. Synkle specialises in downloading only the documents (receipts, bills, invoices etc) that you have stored as Files in Xero Inbox to Google Drive.
G Suite, is a cloud-based productivity suite that helps teams communicate, collaborate, and get things done from anywhere and on any device. It’s simple to set up, use, and manage, so your business can focus on what really matters.
In order to use Synkle, Synkle requires access to Google Drive. If the Google administrator for your company has disabled 3rd party Google Drive apps from accessing the company’s Google Drive, you will receive an error during the sign up process.
Please ask your Google administrator to enable “Allow users to install Google Drive apps” via the Google Apps control panel. For further details please refer to G Suite Administrator help documentation from Google.
If you have not been moving files to a sub-folder in Xero BEFORE you attach them to a transaction they are stored in Xero only against the transaction. They cannot be seen in the Files Folder in Xero, which makes it very difficult to search and view them in Xero!
Synkle helps you find these files again and now they are in Google Drive, makes them searchable using the standard search functionality in Google Drive.
Synkle is currently limited to 4100 per day due to restrictions with the Xero API. If you require more than this, please talk to us at firstname.lastname@example.org. We can download your files for your over multiple days.
All of your folders and files in Google Drive can be shared using the standard Google Drive functionality. You can share individual files or entire folders with specific people or with more than one person using a link. This makes it easier to provide other members of your Organisation access to files that they need, without giving them access to your Financial system. It also allows you to keep your files in a central repository and know that all members of your team are working on the right version of the file!
For details on how to share files in Google Drive please see Google Support – Share files and folders
Yes! When you generate a Quote, Invoice, Purchase Order or any other PDF document in Xero you can save this file to your Synkle – Xero Organisation folder under a sub-folder for that client. Making it easy for you to see all your related client files in 1 central storage location.
Synkle only stores the key information required to keep your files and folders in sync between Xero and Google Drive. We do NOT store a copy of your files.
If you experienced an error during signup there may be some crossed wires between Xero and Synkle. Please log into Xero and remove Synkle from your list of connected apps and try the sign up process again.