What data is synced between Planyard and Xero

Once the Xero integration is active, Planyard automatically syncs key financial and project data to ensure consistency across platforms. Here’s what’s included in the data exchange.

1. Approved costs
   • All approved cost documents in Planyard are sent to Xero.
   • Each entry includes a reference back to Planyard, so you can easily trace and review the original document.
2. Chart of accounts
   • Planyard imports your Xero chart of accounts.
   • When setting up a project, you can assign each budget item in Planyard to the appropriate Xero account.
   • This ensures that all costs are correctly categorised when sent to Xero.
3. Tracking categories
   • Tracking categories from Xero are synced with Planyard.
   • You can assign these to your Planyard projects to help segment and track costs in Xero.
4. Contacts
   • Contact data is synced in both directions.
   • Planyard pulls contact details from Xero and sends contact info back as needed during cost document submission.

Note: All data transfers happen automatically once the integration is enabled—no need for manual exports or uploads.