ION to Xero

Getting started

Follow the instructions below to automatically sync data between ION and Xero:

1

Create an ION integration

First, create an ION integration following the instructions here. Configure your data fetch, specifying:

• The types of data you want to fetch (parts, files, change orders, etc).

• Fetch frequency - this is either scheduled, eg. every 1 hour, 10 minutes, etc., or event-driven via webhooks.

2

Create a Xero integration

Next, set up a Ramp integration, following the instructions here. Configure your data fetch, specifying:

• The types of data you want to fetch (purchase orders, contacts, etc).

• Fetch frequency, for example every 1 hour, 10 minutes, etc.

Violet will need to fetch whichever data you wish to be synced from ION (eg. purchase orders).

3

Configure sync workflow

Head to Workflows to configure your sync, including desired trigger, property mappings, business logic, etc.

Observability

To learn more about monitoring performance and health & status of your data syncs, head to Observability.