Occasional Delays in Syncing with Xero Practice Manager

Issue

On occasion, there may be delays in the sync between Xero Practice Manager and FYI. 

Cause

With its move to OAuth, Xero has introduced restrictions on the synchronisation with FYI. 

Sync requests are placed into a queue to be processed within FYI. Once processed, the FYI platform requests the data from Xero Practice Manager and updates your practice data accordingly. When there are a large number of sync requests, a queue backlog may occur, affecting synchronisation times.

This means that, in certain scenarios where the daily rate limits have been reached, it may take more than 24 hours to sync data from Xero Practice Manager to FYI.

Solution

Minimise Sync Queue Backlogs

To minimise a queue backlog for sync requests, please consider the following:

• Do not request a sync multiple times. Each time a sync is requested, another request is added to the backlog, which decreases system response times. As each of these synchronisations occurs, the number of available requests will be reduced. Once the Rate Limit has been reached, no further synchronisations can be performed that day. Refer to Xero Rate Limiting.
   
• Update all Job States in FYI directly. If deleting a Job State in Xero Practice Manager, the Job State must be manually archived in FYI. Refer to Managing Job States. 
   
• Where relevant, sync only what is needed at that time (for example, Clients, Jobs, Users, or Tax Returns). Refer to Running a Manual Sync with Xero Practice Manager.
   
• For practices on the Elite plan with FYI selected as the Practice Management solution, FYI will be automatically enabled as the Primary Source for Client Data. Refer to Synchronising Clients, Staff, Jobs, Time, Tax Returns with Xero Practice Manager.

Reconnect to Xero

If data appears to have stopped synchronising altogether, you can reset the connection to Xero Practice Manager.

Refer to Resetting your connection between FYI and Xero Practice Manager.