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Importing Purchase Orders into Xero

Last updated 03/01/2019

This article explains how to import a Purchase Order into Xero.

Overview


Cin7 Purchase Orders can be imported into Xero as Bills, provided the following two conditions are fulfilled:

  • A Supplier invoice date and Supplier Invoice Number has been entered in the Purchase Order.
We recommend importing contacts before importing Orders. This means that any new contacts in Cin7 can be matched to existing contacts in Xero correctly.

Purchase Orders will either debit your inventory account or debit to an expense account depending on if you are using perpetual or periodic methods respectively.

Importing Purchase Orders


There are two ways to import Purchase Orders into Xero.

Importing All Orders at the same time

This method will import all orders at the same time. This is the quickest way to import all orders.

  1. From the left navigation, select Accounting, then Xero.
  2. Click Import Contacts to update or import any new contacts.
    For more information, see Importing Contacts into Xero.
  3. Click Import Purchase Orders.
    A confirmation will notify you if all orders have been imported successfully.

Imported Purchase Orders will be available as Bills in Xero.

Importing Individual Transactions

You may wish to only import one Purchase Order, or inspect the orders before importing. To do this:

  1. From the left navigation, select Accounting, then Xero.
  2. Click Import Contacts to update or insert any new contacts.
    For more information, see Importing Contacts into Xero.
  3. Click Choose, next to Import Purchase Orders.
    The number in brackets represents the number of orders awaiting import.
  4. Check the specific Purchase Orders you would like to import.
  5. Click Import/Update Orders.

Imported Purchase Orders will be available as Bills in Xero.

When choosing which Purchase Orders to import, you can also match contacts at the same time. In this case, you may wish to skip step 2 above.

FAQs

Is it possible to automate order imports?

We have no current plans to automate importing orders; manually pressing the button adds a level of scrutiny that we think encourages good accounting practice.