Last updated 03/01/2019
Xero is cloud "accounting software with everything you need to run your business beautifully."
Integrating Xero with Cin7 will allow you to:
Our integration has multiple settings that allow for detailed control of how Cin7 interacts with Xero to suit your specific accounting setup.
When Cin7 imports a transaction to Xero it creates a Draft. Whilst a transaction is a Draft in Xero, you can reimport any changes made to that transaction.
Cin7 cannot update transactions after you have approved them in Xero. If you need to make a change after approval, we recommend you manually update the transaction in both Xero and Cin7 or Create a new version of the invoices within Cin7 then void the original transaction in both Cin7 and Xero.
Importing transactions to Xero can be completed with at the click of a button.
We made a conscious decision not to automate this as a background process for the following reasons:
We've designed our integration carefully to keep within the limitations of Xero's API.
If you intend to import more than 1000 transactions to Xero in a month you may reach Xero's threshold. We provide the ability to batch transactions should you meet this limitation.
Before you start the setup process, make sure you understand the difference between Periodic and Perpetual inventory accounting methods. Please see our article Perpetual Method and Periodic Method, and discuss with your accountant the method that works best for you.
Connecting to Cin7 is a simple case of following some onscreen steps, explained in Connecting Cin7 to Xero.
Once the two systems have been connected, you will need to configure Cin7 to work correctly with your Xero integration.
Once connected we recommend you test the connection by importing a few transactions, detailed in Testing your Xero Connection.
Once the connection has been set up and tested, transactions can begin to be imported. For information on how each import works, see our Using the Xero Module section.
There is some general good practice for inventory accounting that we recommend for our users, and this can be found in the Accounting Information and Good Practice section.
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