Xero settings

Xero settings

Your Xero settings let you choose how much information to download and export, configure tracking categories, download contacts unassociated with sales and purchases, and more. We recommend carefully checking your Xero settings before starting to sync transactions.

Prerequisites

General settings

These settings allow you to manage most of your Xero integration. You can quickly view your connection status and how Cin7 Core handles your payments, invoices, journals and more.

Xero invoice status

Determines Xero status for invoices and credit notes (purchase invoices, sale invoices, and consolidated sales) exported from Cin7 Core. Xero invoice status can be Draft or Authorized. You can edit draft invoices in Xero.

Payments

Determines if payments are synced from Xero to Cin7 Core, from Cin7 Core to Xero, or synced in both directions.

Note that if this is set to Sync both ways or Pull from Xero, Cin7 Core will not import payments from consolidated invoices. If payments exceed the total invoice amount in Xero, these are not exported. Removing or undoing payments also means re-exporting all payments for the consolidated invoice.

Set the direction for payment synchronization between Cin7 Core and Xero. Payments can be synced both ways (from Xero to Cin7 Core, and from Cin7 Core to Xero) or only in one direction as desired.

Export purchase orders

Enable or disable purchase order export from Cin7 Core to Xero.

Purchase invoices or bills are always exported to Xero.

Show journals on cash basis reports

When Cin7 Core exports COGS and manual journals, this value is added to Xero’s manual journal record (ShowOnCashBasisReports property).

Treat all Xero contacts as customers

Enable Treat all Xero contacts as customers to download contacts that are not associated with a purchase or sale to Cin7 Core as customers. When disabled, contacts unassociated with purchases or sales are not downloaded.

Contacts are always downloaded from Xero to Cin7 Core when they are associated with a sale invoice or purchase invoice (bill). Contacts that download with a sale invoice are created as customers in Cin7 Core, while contacts downloaded with a purchase invoice are created as suppliers.

Tracking category 1 and 2

These are tracking categories. You can include additional tracking information with transactions exported to Xero.

Download items

Enable to download items from Xero to Cin7 Core. Xero items are equivalent to Cin7 Core products.

Xero requires less information to create an item than Cin7 Core. Downloaded items have status Setup required in Cin7 Core if mandatory information is missing.

Products in Cin7 Core are always exported to Xero.

Download invoices

Enable to download purchase and sale invoices from Xero to Cin7 Core. Downloaded sale and purchase invoices are converted to sales and purchase orders in Cin7 Core with an authorized invoice.

Requirements:

  • Invoice must not be downloaded already

  • Sale invoice number must be unique in Cin7 Core

  • Purchase invoice number must be unique for supplier

Purchase and sale invoices are always exported from Cin7 Core to Xero.

When this setting is enabled, you will see additional Xero settings:

You need to enable this setting if you want to automatically download your Xero contacts associated with an sale invoice or purchase invoice (bill) to Cin7 Core.

Authorize stock received

Enable Download invoices to see this setting.

Enable to authorize stock receipt for purchases downloaded from Xero to Cin7 Core. This does not allow changing the default location.

When disabled, you will need to receive stock manually. This lets you change the default stock receipt location.

Download location

Enable Download invoices to see this setting.

Select a location for purchases and sales downloaded from Xero. This location is used by default for receiving stock (purchases) and picking stock (sales).

Automatic fulfillment

Enable Download invoices to see this setting.

Select a fulfillment mode for sales downloaded from Xero.

If there is not enough stock on hand to pick the full quantity of products in an order, pick is not authorized regardless of fulfillment mode.

  • No picking imports an authorized but not picked order. Pick, pack, and ship must be authorized manually.

    • This option means you can still override soft stock allocation when picking, for example picking a different batch/serial number in a product with a Specialcosting method.

    • This option lets you change the default sale picking location.

  • Auto pick imports an authorized order with authorized pick. Pack and ship must be authorized manually. This option is best when you are picking, packing, and shipping your own products.Cin7 Core lists items to pick according to their costing method, then you take those products and continue to pack and ship to customers.

  • Auto pick + pack imports an authorized order with authorized pick and pack. Ship must be authorized manually. This option is usually chosen when you use a 3rd party shipping service, where you ship multiple orders to them in one bulk box.

  • Auto pick + pack + ship imports an authorized order with authorized pick, pack, and ship. This option is usually chosen when orders and fulfillments are processed elsewhere but you use Cin7 Core to record accounting, inventory, and order information.

Export attachments

Enable to export sale attachments and purchase attachments to Xero with associated sales and purchase invoices.

Sync options

Sync options manages how you sync and when. You can quickly view your Synchronization status and easily review any errors during the last sync (if any).

Autosync

When you enable Autosync, Cin7 Core will automatically sync with Xero with the timing you set up. This lets you easily set up a regular schedule that keeps your data in sync.

Consolidate transactions

You can enable Consolidate transactions to group your transactions together. Decide how you want to group transactions, export all customers, manage journals and money tasks.

Sales channel sync type

You can control how transactions are consolidated depending on sales channel (or store). You can select Individual or No sync for each sales channel and transaction from this table.

Advanced settings

Sometimes you need to do a little extra with your Xero integration. In the Advanced settings you can manage and export your COGS, change your Xero organization, Disconnect from Xero, and Export historical data.

COGS maintenance

Cin7 Core creates COGS entries automatically when a sale shipment is authorized. These are exported to Xero on your next sync.

If you have found discrepancies or other errors in COGS, you can use COGS maintenance to void COGS in Xero for a selected period, and re-export the correct COGS values.

 

 

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