Xero Connect Wizard
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.
Users will need the Integration: Accounting - Xero permission in order to use this feature.
Note: This article covers the Xero Connect Wizard only. For more information on the QuickBooks Connect Wizard, see QuickBooks Connect Wizard.
Once your Cin7 Core account is connected to Xero, the Xero Online Integration page will display the following sections:
Integration Settings
Cost of Goods Sold Maintenance
Connect your Cin7 Core account to another Xero organisation
Disable Xero Integration on your Cin7 Core account. This involves clicking Disable Integration on the page to disconnect Xero and Cin7 Core.
Using the Xero Connect Wizard
The Xero Connect Wizard provides easy-to-follow steps for connecting Xero with Cin7 Core.
Note: Before proceeding with integrating Xero or QuickBooks with Cin7 Core, you should ensure you have the correct Chart of Accounts setup. For more information, see either QuickBooks Online Integration or Xero Integration.
Start integrating Xero with Cin7 Core using the Xero Connect Wizard:
On the Cin7 Core menu, click Integration → Xero.
On the Xero Online Integration page, the details of the integration status and the flow of data between Cin7 Core and Xero are displayed. 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 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. Click Next to continue when the tax rules are fully mapped.
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.
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.