Xero Integration - Basics
Once Cin7 Core and Xero are connected, Cin7 Core becomes the central point of all inventory management within your business. This means that all inventory-related purchases, sales, and manufacturing will be performed in Cin7 Core and then synchronised over to Xero.
Note: If necessary, you can easily switch between accounting apps, such as changing from Xero to QuickBooks Online, switching from one Xero organisation to another, or disconnecting Xero/QuickBooks to use Cin7 Core as a standalone accounting system. For more information, refer to Switching Accounting Integrations.
We recommend reading the Getting Started Guide together with this setup article.
A video tutorial on Xero Integration is also available.
Prerequisites
Xero account (trial account is sufficient)
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.
Data flow between Xero andCin7 Core
Created in Xero, Sent to Cin7 Core
Chart of Accounts: Any changes in the Chart of Accounts in Xero will be synced to Cin7 Core. Chart of Accounts is read-only in Cin7 Core.
Tax Rules: Tax Rules are created in Xero and synced to Cin7 Core. Changes in either Xero or Cin7 Core are synced both ways. See more information about Tax Rules.
Payment Terms
Company Addresses
Created in Cin7 Core, Sent to Xero
Purchase Credit Notes: Credit Notes authorized in Cin7 Core will be exported to Xero, but will not be allocated against invoices. Credit Notes created in Xero are NOT picked up by Cin7 Core.
Purchase Orders: Purchase Orders can be optionally exported to Xero.
Credit Memos and Sale Credit Notes: Credit Notes authorized in Cin7 Core will be exported to Xero, but will not be allocated against invoices. Credit Notes created in Xero are NOT picked up by Cin7 Core.
Transaction Journal Entries: Cin7 Core will create Manual journals in Xero to reflect COGS and COGS Credit, Assembly, Disassembly, Stock Adjustment, Stock Transfer, Inventory Write-Off and Purchase/Sale manual journals transactions.
Can be created in both, Synced both ways
Bill/Sale/Purchase Payments or Refunds: Payments and Refunds may be exported/imported from Xero or synced both ways depending on the configuration setting.
Suppliers: Synced with Xero Contacts.
Customers: Synced with Xero Contacts.
Products/Items: Products, created or updated in Cin7 Core, are always pushed to Xero. Items and modifications to items in Xero can optionally be exported to Cin7 Core.
Bills or Purchase Invoices: Invoices authorized in Cin7 Core will be exported to Xero. Invoices authorized in Xero will be picked up by Cin7 Core (optional).
Sale Invoices: Invoices authorized in Cin7 Core will be exported to Xero. Invoices authorized in Xero will be picked up by Cin7 Core (optional). Sale Quotes are not exported.
Xero settings
Once your Cin7 Core account is set up, locate the Xero Integration page by navigating to Integration → Xero. Configure your Xero settingshere.
Consolidate transactions on export
Cin7 Core accounts integrated with Xero supportconsolidating transactionsinstead of processing each transaction individually. This helps to avoid processing limitations from Xero.
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. You can selectIndividual or No syncfor each sales channel and transaction from this table.
Performing Cost of Goods Sold Maintenance
IMPORTANT: These features are for maintenance purposes only. Exporting is automatically performed daily.
You can manually export COGS transactions, or void (recall) previous exports, for a specific period using the options in the Cost of Goods Sold Maintenance section. Simply specify the time you want to adjust (the selected dates are included in the period), then click either the Export COGS to Xero or Void COGS in Xero button, depending on the action you're taking.
For consolidated sales, Cin7 Core also consolidates the corresponding COGS transactions.
Required accounts
Exporting Data from Cin7 Core to Xero
You can export historical data from Cin7 Core to Xero, which registers all documents and related items (products, vendors, customers, etc.). You might use this feature if you want to export all data to Xero for a particular date range. Select a start date and then click the Export Historical Data button.
Load historical transactions from Xero toCin7 Core
Cin7 Core normally loads new/updated data to and from Xero during the syncing process between Cin7 Core and the accounting application.
In case there's a need to overwrite data from Xero, the Xero Integration page in Cin7 Core features a Load Historical Data function which allows loading of historical changes/documents/transactions from Xero to Cin7 Core, starting from a specified custom date which must not be more than one year before the current date. Transactions up to one year old can be loaded.
Load historical data from Xero to Cin7 Core:
In Cin7 Core, navigate to Integration → Xero.
Click Sync History.
On the Xero Synchronisation page, click the Load historical transactions button. Transactions up to one year old can be loaded.
Select the starting date for the changes to be imported from Xero, then click Start Sync.
Once the sync process is completed, all historical changes/documents/transactions from Xero will be loaded into Cin7 Core.
Sometimes this function does not bring every transaction through from Xero. This may be because of rate limits imposed by Xero as large volumes of data are downloaded. Verify if all transactions are imported correctly using theReconciliation with Xeroreport.
In this report, documents that exist only inCin7 Coreor Xero will have the statusMissed. Documents that are fully matched between the two systems will not appear in the report.
If Reconciliation with Xero shows missed documents, try to load historical data again.