Sync purchases with Xero

Sync purchases with Xero

Purchase invoices or bills can be synced in both directions between Cin7 Core and Xero. Purchase invoices are always exported from Cin7 Core to Xero, and can be optionally downloaded from Xero to Cin7 Core.

Prerequisites

Sync purchases from Cin7 Core to Xero

Sync purchase orders

Purchase orders are optionally exported to Xero from Cin7 Core according to your Xero settings. Purchase order sync may fail if associated products or suppliers have not successfully synced.

Sync supplier deposits

Supplier deposits in Cin7 Core are synced to Xero and your supplier deposit account, but are not associated with a specific purchase invoice or supplier. This requires a supplier deposits account that can accept payments.

When a supplier deposit is applied to a purchase order, it is synced to Xero as Money spent to the supplier deposit account.

Cin7 Core keeps the record of how much has been paid to each supplier and for which invoice. When the purchase is completed, the deposit amount can be applied as payment.

Sync purchase invoices

Purchase invoices must be authorized to sync from Cin7 Core to Xero. Purchase invoice sync may fail if associated products or suppliers have not successfully synced.

Export field mapping

Cin7 Core Xero
General fields
Supplier name Contact name
Invoice number Invoice number
Xero invoice status

Status
Invoice date Date
Invoice due date Due date
Customer currency Currency code
Currency conversion rate Currency rate
Line items
Product code Item code
Name, Comment Description
Price (after discount) UnitAmount
Account code Account code
Tax rule Tax type
Total Line amount
Tax inclusive / exclusive Line amount types
Invoice ID Invoice ID
Tracking category See Tracking categories

Sync purchase payments

Invoice must successfully sync before payment can be synced. If invoice sync is skipped or failed, a linked payment will not sync.

Sync purchase attachments

Purchase attachments are optionally exported from Cin7 Core to Xero with associated authorized invoices.Export attachments to Xero must be turned on in your Xero settings.

  • Not all attachments are supported. For example, while PDFs are supported, emails are not.

  • All existing attachments for a purchase are exported to Xero on your next sync if the invoice is authorized. If the invoice is unauthorized, attachments are exported on the next sync after authorization.

  • New attachments for a purchase are exported to Xero on the next sync if the purchase invoice is authorized. If the purchase invoice is unauthorized, attachments are exported on the next sync after authorization.

  • When a new advanced purchase is created with several invoices and several attributed attachments, the attachments are exported to each invoice in Xero.

  • Once you have exported an attachment to Xero, deleting the attachment in either system will not delete the attachment in the other system. You must delete attachments manually in Cin7 Core and Xero.

Sync purchase invoices from Cin7 Core to Xero

Invoices authorized in Xero are optionally downloaded to Cin7 Core. Load invoices from Xero must be turned on in your Xero settings and you must select a purchase location.

Purchase invoices are downloaded to Cin7 Core as a purchase order with authorized order and invoice. You can authorize stock receipt automatically or manually depending on your Xero settings.

FAQ

Can't allocate credit note to purchase invoice

When you allocate a credit note to a purchase invoice or bill in Xero, this is not synced back to Cin7 Core. This is because Cin7 Core does not support allocating a credit note directly to the purchase invoice.

You must first transfer the credit note amount to a supplier deposit in Core, and then use the supplier deposit to pay the purchase invoice inCin7 Core, then sync the transactions to Xero.

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