Once authorized with Xero, you will have to link your SINC data with Xero data. The Submit Projects Sheets tab is disabled until the 3 necessary connections are made :

  • SINC Staff with Xero Users
  • SINC Jobs with Xero Projects
  • SINC Cost Codes with Xero Tasks

Step By Step Guide : 

1.) To Link SINC employees to Xero Users

For each member of your SINC staff (on the left side), you should select the corresponding Xero User member from the drop down menu (on the right side) in order to link them. Note that Xero Users are not your Xero employees.

Once the authentication process is a success, you will be shown the following screen.

Under the Project Users  tab, click on Select Project User  dropdown box in order to select the correct Xero User (on the right side) that is to be linked with the SINC staff (on the left side).

You can then navigate to Projects List tab to link SINC Jobs with Xero Projects by clicking on the Go to Projects List  button on the top in project users tab or click on the Projects List  tab directly.

You can also unlink the users if they have been incorrectly unassociated by clicking on the unlink  button.

2.) To Link SINC Jobs to Xero Projects

Under the Projects List  tab, similar to Projects Users tab you will see a list of SINC Jobs, for which the corresponding Xero Projects are to be selected from the drop down menu.


Click on
Select Project  dropdown box to select the correct Xero Project (on the right side) that is to be linked with the SINC Job (on the left side).

You can then navigate to Project Tasks tab to link SINC Cost Codes with Xero Tasks by clicking on the Go to Projects Task  button on the top in projects lists tab or click on the Project Tasks  tab directly.

You can also unlink the projects if they have been incorrectly unassociated by clicking on the unlink  button.


3.) To Link SINC Cost Codes to Xero Tasks
Upon linking at least one Xero Project the disabled Project Tasks Tab will be enabled. 

Under the Project Tasks  tab, click on Select a Project to choose a project for which you want to link the tasks for.

Click on Select Task dropdown box in order to select the correct Xero Task (on the right side) that is to be linked with the SINC Cost Code (on the left side).
Here, Unassigned  is a special Cost Code for Jobs having no Cost Codes linked to them. Incase you want to submit project sheets for a job with no cost code, you may link a Xero Task to Unassigned cost code.

Upon linking at least one Xero User, Project and Task, the disabled Submit Projects Sheets tab will be enabled. You can then navigate to the Submit Projects Sheets  by clicking on the Go to Submit Timesheets  button on the top in project tasks tab or on the Submit Projects Sheets  tab directly.

You can also unlink the cost codes if they have been incorrectly unassociated by clicking on the unlink  button.

Note: 

  • Project Tasks tab remains disabled until one Xero Project has been linked to a SINC Job.
  • Submit Projects Sheets tab remains disabled until one Xero User, Project and Task is linked.
  • Incase you want to submit project sheets for a job with no cost code, you may link a Xero Task to Unassigned cost code under Project Tasks tab.
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