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Importing Supplier Credit Notes into Xero

Last updated 03/01/2019

This article explains how to import Supplier Credit Notes into Xero.

Overview


Cin7 Supplier Credit Notes can be imported into Xero, provided the following two conditions are fulfilled:

  • The total of the Credit Note is not greater than or equal to 0, and
  • A Supplier Credit Note Date and Supplier Credit Note Number have been entered into the Supplier Credit Note.
We recommend importing contacts before importing Credit Notes. This means that any new suppliers in Cin7 can be matched to existing suppliers in Xero correctly.

A Supplier Credit Note once imported to Xero will apply to a supplier account and must be manually applied to a Bill or payment by your bookkeeper or accountant.

If you are using the Perpetual method of accounting, Supplier Credit Notes will credit the inventory asset account.

Importing Supplier Credit Notes


There are two ways to import Supplier Credit Notes into Xero.

Importing All Credit Notes at the same time

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

  1. From the left navigation, select Accounting, then Xero.
  2. Click Import and Update Contacts to update or import any new suppliers.
    For more information, see Importing Contacts into Xero.
  3. Click Import Supplier Credit Notes.
    A confirmation will notify you if all Credit Notes have been imported successfully.

Imported Credit Notes will be available as Supplier Credits in Xero.

Importing Individual Transactions

You may wish to only import one Credit Note, or inspect the Credit Notes before importing. To do this:

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

Imported Credit Notes will be available as Supplier Credits in Xero.

When choosing which Credit Notes 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.