Connect Cin7 Core and Xero
Connect Cin7 Core with Xero to integrate your inventory management with your accounting system. If you are already using Xero, the Connect Wizard lets you quickly and easily connect to Cin7 Core.
Prerequisites
Base currency in Xero and Cin7 Core must be the same.
Xero account
Create required accounts in Xero
Users will need the Integration: Accounting - Xero permission in order to connect to Xero.
Create Xero accounts
Before connecting Xero to Cin7 Core, you must add some accounts in Xero. The Xero Connect Wizard will import these accounts into Cin7 Core. You can view the Cin7 Core Chart of Accounts (read-only) by selecting Settings → Reference Books → Financial → Chart of Accounts.
Our Xero integration has some required accounts that must exist before you can use the Xero Connect Wizard. YOu can also create some optional accounts.
Connect to Xero
The Xero Connect Wizard will set up the integration between Cin7 Core and Xero.
In Cin7 Core, select Integration, and then Xero.
Select Connect to Xero.
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Select if you want to keep your data in Cin7 Core. If you have a trial account, you may want to remove your existing Cin7 Core data.
WelcomeIf you select No, you can choose if you want to:-
Delete all data from Cin7 Core
This will delete all information including products, customers, suppliers, transactions, and opening balances.
Delete all transactional data from Cin7 Core
This will delete sales, purchases, transfers, production orders, and other transactions. You can optionally decide to delete products, customers, and suppliers. This will not delete Reference book data.
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Sign into your Xero account.
Click Allow Access to let Cin7 Core access your data.
Now you have connected your Xero account. Next, you need to import and map your data.
Account mapping Xero to Cin7 Core
After you have connected Xero in the Xero Connect Wizard, Cin7 Core will map your Xero accounts. You can also update your accounts in the Chart of accounts.
Choose a Xero account for each Cin7 Core account. Each Cin7 Core account must be mapped to a unique Xero account. The wizard will try to match accounts with the same settings (e.g. both are asset accounts).
If you don't have a matching Xero account, you can create a new account in Xero. Show the new account in the Xero Connect Wizard by selecting Reload accounts from Xero.
If there are accounts in Cin7 Core you want to remove from this page, you will need to archive them, then Delete unused archive accounts. If an account has been used for a transaction, supplier, or customer before, it cannot be deleted or removed from this page.
Select Continue.
Account mapping rules
Xero and Cin7 Core have some rules that ensure the integration runs smoothly. Your accounts must fit specific account types to map successfully.
| Account name | Mapping requirements |
|---|---|
| Inventory control |
Must map to an Asset account. Not allowed to:
|
| Inventory discrepancy |
Must map to an Asset or Expense account. Not allowed to:
|
| Goods received not invoiced |
Must map to a Liability or Asset account. Not allowed to:
|
| Goods invoiced not received |
Must map to an Asset account. Not allowed to:
|
| Cost of goods sold | Must map to an account with the Expense class. |
| Default revenue | Must map to an account with the Revenue class. |
| Tax liability | Must map to an account with the Current Liability type. |
| Work in progress |
Must map to an Asset account. Not allowed to:
|
| Customer credit |
Must map to a Liability or Asset account. Not allowed to be a Xero system account. |
| Supplier deposits | Not allowed to map to the Bank account type. |
| In-transit | Not allowed to map to the Bank account type. |
| Gift card liability | Must map to an account with Enable payments to this account turned on in Xero. |
| Current year profits | Must map to an account with the Equity type. |
| Realized currency gains | Must map to Xero System account: REALISEDCURRENCYGAIN. |
| Unrealized currency gains | Must map to Xero System account: UNREALISEDCURRENCYGAIN. |
| Payment clearing | Must map to an account with the Bank type. |
Tax rates and customers/suppliers
After mapping your accounts, you can map your tax rules and import your customer/supplier data.
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Choose the equivalent Xero tax rate for each Cin7 Core tax rule. The wizard will match if the tax rate is the same amount as the tax rule (e.g. 10%) and the sale or purchase properties are equal.
If you don't have a matching Xero tax rate, you can create it in Xero. Show the new tax rate in the Xero Connect Wizard by selecting Reload tax rules from Xero.
Click Continue.
You can choose whether to import customers or suppliers. If you want to skip the import for now, you can import your customers and suppliers with a CSV at any point.
Select Continue. You will then see a summary of the items that will be imported or mapped between Cin7 Core and Xero.
Select Complete. This data migration process is irreversible and your Cin7 Core transactions will use the new Xero accounts.
Connect to another Xero organization
If you decide to connect Cin7 Core to a different Xero organization, you will be walked through the Xero Connect Wizard to finish account and tax mapping. This is essentially the same process as connecting to Xero for the first time.
Select Integrations from the main menu, then Xero.
Go to Connect your Cin7 Core account to another Xero organization.
Click Change organization to go to the Xero Connect Wizard again.
Disconnect Xero
You can remove the integration between Cin7 Core and Xero.
Select Integrations from the main menu, then Xero.
Select Advanced Settings.
Click Disconnect from Xero.
Cin7 Core won't connect to Xero after initial connection
After connecting, you may find that you are unable to load accounts and tax rules from Xero as Load from Xero does not appear. This error can happen when someone closes the Xero Connect Wizard before completing all of the steps. If you try to connect to Xero again, you won't be able to select your Cin7 Core organization.
Solve this issue by disconnecting your Cin7 Core organization from Xero, then running the Xero Connect Wizard again.