Introduction to Xero
Xero is a leading cloud accounting platform. With Xero, you can reconcile payments, track income and expenses, calculate and collect tax, build detailed financial reports, and much more. And by integrating Xero with Cin7 Core, you can synchronize crucial inventory and financial data and make the most of both systems.
Learn how to connect your Xero and Cin7 Core accounts, configure your settings and sync options, and start sharing information between the two platforms.
Set up accounts in Xero
If you are using Xero as your primary accounting system, you must manage your accounts from Xero. You need to map your Xero accounts to the relevant accounts in Cin7 Core to use all of Cin7 Core's features.
We recommend setting up required accounts in Xero before connecting to Cin7 Core.
ConnectCin7 Coreand Xero
Connect Cin7 Corewith 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. You'll follow the same process if you ever need to disconnect and connect to another Xero organization.
Configure 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, perform COGS maintenance, and more.
Configure sync options
Use Xero sync options to configure what information syncs between Xero and Cin7 Core and how often. Some information is always shared with Xero, some is optionally downloaded or exported, and some information is unable to be shared between the platforms.
What can I sync?
See a summary of what information can be synced and in what direction. Use Xero settings to enable or disable optionally syncing items.
Enable auto-synchronization
Enable auto-synchronization to sync data between Xero and Cin7 Core on a regular schedule. Select a desired sync frequency and choose how to receive alerts for any errors.
Consolidate transactions on export
Cin7 Core accounts integrated with Xero support consolidating transactions instead of processing each transaction individually. This helps to avoid processing limitations from Xero.
You can consolidate:
Sale invoices and credit notes
Payments (for sales)
COGS
Manual journals
Money tasks (send money, receive money)
Sale channel sync type
Configure how transactions from your sales channels (invoices and credit notes, COGs, payments, and money tasks) are exported to Xero.
Sale channel sync type is a table where you can each of your connected sales channels with its sync type for invoices, COGs, and payments, including turning off synchronization for that sales channel.
View sync history
View your sync history to see all unconsolidated items synced to and from Xero. From here, you can follow the links to the item in Xero and Cin7 Core, view any errors preventing sync with Xero, skip or retry synchronization, and more.
View and export consolidated transactions from your sync options.
Sync products
Products in Cin7 Core are linked to items in Xero. Products are always exported to Xero, but optionally downloaded from Xero to Cin7 Core.
Learn more about syncing products with Xero.
Sync customers and suppliers
Customers and suppliers in Cin7 Core are linked to contacts in Xero. Customers and suppliers are always exported to Xero, but you can choose to download all contacts from Xero into Cin7 Core or limit downloads only to contacts associated with bills and invoices.
Learn more about syncing customers and suppliers with Xero.
Sync sales
Sales include sale orders, invoices, payments, customer credits, and more. Learn how each part of a sale syncs to or from Xero, and how to customize Xero settings that affect sale synchronization. Cin7 Core supports consolidating invoices, payments, and COGS from sales channels.
Learn more about syncing sales with Xero.
Sync purchases
Purchases include purchase orders, purchase invoices or bills, payments, supplier deposits, and more. Learn how each part of a purchase syncs to or from Xero and how to customize Xero settings that affect purchase synchronization.
Learn more about syncing purchases with Xero.
Sync credit notes and refunds
Credit notes are always exported to Xero but won't sync from Xero to Cin7 Core. Refunds can be synced in both directions.
Learn more about syncing credit notes and refunds with Xero.
Sync historical transactions
During synchronization, Cin7 Core syncs items with Xero that were created or updated since the last sync. You may need to download or export historical transactions from before the last sync date. You can download historical data up to a year old, and there is no age limit on exported data.