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Importing Sales Orders into Xero

Last updated 23/12/2020

How to import a Sales Order into Xero.

Overview

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

  • The sales order has one or more line items, and
  • An invoice date has been entered in the Sales Order.

When Cin7 imports a Sales Order to Xero it creates a Draft invoice. Whilst the sales invoice is a Draft in Xero, you can reimport any changes made to that transaction. 

We highly recommend importing contacts before importing Orders. This means that any new contacts in Cin7 can be matched to existing contacts in Xero correctly.

Importing Sales Orders

There are two ways to import Sales 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 Orders.
    A confirmation will notify you if all orders have been imported successfully.

Imported Sales Orders will be available as Invoices in Xero.

Importing Individual Transactions

You may wish to only import one Sales 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 to Xero.
  3. Click Choose, next to Import Orders.
    The number in brackets represents the number of orders awaiting import.
  4. Check the specific Sales Orders you would like to import.
  5. Click Import/Update Orders.

Imported Sales Orders will be available as Invoices in Xero.

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.

 

How do I import an invoice that is currently set to 'Do Not Import'?

In the Sales Orders module, locate the Sales Order. Hover over the cog next to the order's reference number and click Admin. Using the dropdown, change the QBO/Xero Invoice Status to Not Imported Yet Or Reset For Re-import and you will now be able to import the order as normal via the Xero module.

How is the Rounding Correction calculated for Invoices?

Xero calculates tax for each line item using 2 decimal places, while Cin7 calculates tax for the total invoice amount using multiple decimal places. This results in a minor discrepancy due to rounding.

Cin7 adds in a rounding correction to ensure that the total amounts match each other despite rounding differences.