What PSA systems does upSync support?
Currently, upSync supports Autotask as the PSA source. Support for additional PSA systems may be added in future.
What accounting systems does upSync support?
Currently, upSync supports Xero as the accounting destination. Support for additional accounting systems may be added in future.
Does upSync sync in real time?
By default, upSync is not real time — you choose when to download invoices from Autotask and when to sync them to Xero. However, you can enable Scheduled Sync on the Autotask settings page to have upSync automatically download recent invoices on a regular schedule. Even with scheduled sync enabled, you still control when invoices are pushed to Xero.
Can I sync invoices from multiple Autotask accounts?
Each upSync account connects to one Autotask account and one Xero organisation. If you need to sync from multiple Autotask accounts or to multiple Xero organisations, please contact support to discuss your requirements.
Does upSync modify invoices in Autotask?
upSync only reads invoice data from Autotask. The only write operation it performs (if enabled) is writing the Xero invoice number back to the corresponding Autotask invoice after a successful sync. No other data in Autotask is changed.
Can I use upSync to sync purchase orders or bills?
No. upSync syncs sales invoices only. Purchase orders and supplier bills are not currently supported.
What happens if I accidentally sync an invoice twice?
If you are using Autotask invoice numbers as Xero invoice numbers, Xero will return a duplicate invoice number error and the second sync will fail. If you are using Autotask IDs or letting Xero assign numbers, a second invoice will be created in Xero. To avoid duplicates, check the invoice status before resyncing — invoices already marked as Synced should not be selected again unless you intend to re-create them.
Is my data secure?
Yes. upSync stores all API credentials and OAuth tokens encrypted using industry-standard encryption. We do not store Xero passwords. Stripe handles all payment card data — upSync never has access to your card number. The application runs on a secured server with HTTPS enforced for all connections.
How do I update my company name or email address?
Go to Profile in the navigation menu. You can update your name, email address, and company name from the Profile page.
