What the integration does not do

The Profitdiagnostix integration is a very simple integration as it is a one way integration that only makes a copy of the financial data in your Xero system. It does not alter your Xero data in any way. You therefore cannot use this integration to alter or modify your Xero data in any way.

The sync process only copies the names and codes of your general ledger accounts and the monthly values in your Profit and Loss and Balance sheet. It does not copy other data such as contacts, customers and invoices.