Connecting Cin7 Core and Xero
Cin7 Core can be used either as a standalone accounting system or integrated with either Xero or QuickBooks Online. If you are already using either Xero or QuickBooks, Connect Wizard allows easy integration of these systems with Cin7 Core.
Prerequisites
Users will need the Integration: Accounting - Xero permission in order to use this feature.
Base currency in Xero and Cin7 Core must be the same.
Xero account (trial account is sufficient)
Connecting Cin7 Core and Xero
If you do not have a Cin7 Core account yet, you will need to complete the Cin7 Core signup process (see My Cin7 Core Subscription) before you can connect Cin7 Core to your Xero account.
There are two ways to connect to Xero when creating a Cin7 Core account:
Sign up for a Cin7 Core account using your previously-created Xero account
Sign up for Cin7 Core, then select Xero as your accounting system when setting up your Cin7 Core dashboard
Sign up for Cin7 Core with an existing Xero account
You can sign up for a Cin7 Core account using your Xero account. Using this method, you can use your Xero account credentials to sign on to Cin7 Core.
On the Cin7 Core website, register for a new account.
On the sign-up screen, you will be asked to enter some information about your business. When asked to connect your accounting system, select Xero.
You will receive an activation email from Cin7 Core, click the link in the email. You will be redirected back to Cin7 Core and asked to choose a password.
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You will be asked whether to delete or keep the demo data. If you delete the demo data, you will then be asked for your Xero login credentials and to allow access for Cin7 Core.
If you choose not to delete the demo data, you will be taken to the Xero Connect Wizard.
Go to the Cin7 Core account registration page.
Click the Sign in with Xero button.
Click Allow Access.
Confirm your registration by clicking the link in the email from Cin7 Core.
You will be taken to the Xero Connect Wizard to set up your Cin7 Core account. The chart of acccounts and tax rules will be imported from Xero.
Finish mapping your accounts in Cin7 Core.
Enter the opening balances from your Xero accounts into Cin7 Core – see Manage Opening Balances for more information.
Continue to set up your Products, Suppliers, and Customers. Refer to the Getting Started Guide for more help getting set up.
Connect an existing Cin7 Core organization to Xero
Connect an existing Cin7 Core organization using the Xero Connect Wizard. You can choose to keep or discard existing data.
Log on to your Cin7 Core account.
Select Integrations from the main menu, then Xero.
Click Connect to start the Xero Connect Wizard.
Finish mapping your accounts in Cin7 Core.
Using the Xero Connect Wizard
The Xero Connect Wizard provides easy-to-follow steps for connecting Xero with Cin7 Core and switching to another organization.
Select Integrations from the main menu, then Xero.
Click Connect or Reconnect to enable Xero integration.
On the Welcome page of the Xero Connect Wizard, Cin7 Core is set to keep your data by default. You may select No and choose which data to keep or discard. Transactional data includes sales, purchases, transfers, production orders, etc.
Click Continue. If you are not already logged into Xero, you will be redirected to log in to Xero. You will then be redirected back to Cin7 Core. Click Allow Access to let Cin7 Core access your data.
Back in the Xero Connect Wizard, on the Mapping page, the mapping of your Xero accounts with Cin7 Core accounts is displayed.
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The system tries to match accounts where possible. Select Xero accounts from the dropdown menus in order to match them manually. You must fully map all accounts in order to move on to the next section.
The Connect Wizard will only map accounts between systems if they have the same settings. If you are missing an account, you can use the + button to add a new account to Xero if you are missing one. Alternatively, you can create a new account in Xero and then click Reload accounts from Xero to continue mapping.
If there are accounts in 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.
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Click Continueto move to the Tax mapping page. You will be able to map your Cin7 Core and Xero tax rules.
The Connect Wizard only allows tax rule mapping between Xero and Cin7 Core if the tax rates and Sale/Purchase properties are equal. If Cin7 Core has tax rules that do not have an equivalent in Xero, you will have to create these tax rules in Xero first. Then, click Reload tax rules from Xero to continue mapping.
Click Next to continue when the tax rules are fully mapped.
You will be taken to a confirmation page. Data migration is non-reversible. Type I would like to update all transactions into the text field, then click Confirm to connect Cin7 Core with Xero.
While mapping is ongoing, your Cin7 Core account will be locked and all users, including you, as the master user, will not be able to access Cin7 Core. After the migration is done, Cin7 Core will send you an email, which will contain a link to the page in Cin7 Core where you can export historical data to Xero. If there is any error during migration, the email will contain information about the error, and you will be asked to contact Cin7 Core Customer Support.
More account mapping
Finish mapping the required and optional accounts in Cin7 Core to enable all Core's functionality. Create any missing accounts in Xero if you haven't already, synchronize your data, and navigate to Settings → Reference Books → Financials → Account Mapping. Select the equivalent accounts from the list, then save your changes.
Cin7 Core can only map accounts between systems if they have the same settings. If you are missing an account, you can use the + button to add a new account to Xero. Alternatively, you can create a new account in Xero reload the page to continue mapping.
Account mappings are one-to-one. Each Cin7 Core account must be mapped to a unique Xero account.
Connecting 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.
See Switching Accounting Integrations for more information.
Disable Xero
Remove the integration between Cin7 Core and Xero permanently.
Select Integrations from the main menu, then Xero.
Go to Disable Xero integration on your Cin7 Core account.
Click Disable integration.