Sync records with scheduled jobs 

Sync records with scheduled jobs 

SFX/Xero sync in Salesforce runs under a specific user assigned to scheduled jobs. If this user is deactivated, the scheduled jobs will stop working, causing sync failures.  

This article explains the steps to ensure sync continues smoothly when a user assigned to scheduled jobs is deactivated.  

 

Issue  

  • If the user assigned to SFX/Xero scheduled jobs is deactivated, the sync will not run.  

  • Existing scheduled jobs cannot be reassigned to another user.  

  • ​

Steps to Resolve the Issue  


Step 1: Delete Scheduled Jobs Assigned to the Deactivated User  

  1. Go to Setup → Scheduled Jobs.  

  1. Locate the scheduled jobs assigned to the deactivated user ( SFX Sync 1, SFX Sync 2, SFX Sync 3, SFX Sync 4).  

  1. Click Del to delete the jobs .  
      

Grouped object  
  

  

Step 2: Login as an Active User with Permissions  

  • Ensure there is an active Salesforce user with the necessary permissions.  

  • This user will take over the SFX/Xero sync responsibilities.  

  

Step 3: Reconnect the Active User to Xero  

  1. Log in to Salesforce using the active user account.  

  1. Navigate to the SFX Setup page.  

  1. Click the Reconnect to Xero button.  

  1. You will be redirected to the Xero login page – log in with your Xero credentials.  

  1. After logging in, select the appropriate Xero organization.  

      Click Save to complete the connection.  

      After successfully connecting , click "Sync Xero Invoices" button – After successfully connecting, sync Invoices, which will recreate jobs with his login userid 

 

Grouped object 

 
  

Note: Once this is done, the system will automatically create scheduled jobs under the active user’s profile.  

 

 

  

Step 4: Verify Scheduled Jobs  

  1. Go to Setup → Scheduled Jobs.  

  1. Confirm that new scheduled jobs are automatically created under the active user.  

  1. Check that the Next Run Time and job status are correct.  

  

Step 5: Test the Sync  

  • Perform a manual SFX/Xero sync to ensure everything works as expected.  

  • Check logs or sync results to confirm no errors occur.  

  

  

 

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