Setup

Connecting Cin7 to Xero

Connecting Cin7 to Xero is simple, this article explains the process.

Adding the Xero Module to your account

Before connecting, you will need to add the Xero module to your Cin7 account.

To add the module:

1. Whilst logged in as an Administrator, from the left navigation, click Integrations then App Store.
2. From the App Store, select Accounting then click Xero Partner.
3. Click Add this app.

The module can now be found from the left navigation, under the Accounting menu.

Connecting Cin7 to Xero

Once you have added the module, you will need to connect Cin7 to Xero.

This process will require you to log in to the account you intend to use with Cin7. Make sure you are logged out of all other Xero accounts you may have before you start.

1. Whilst logged in as an Administrator, click on your username, top right, and click Settings.
2. From the Accounts menu, click Xero Setup.
3. Click Connect.
4. Log in to your Xero account when prompted.
5. Click Authorise to allow the integration access.
6. You will be directed back to Cin7.

Your Cin7 account is now connected to Xero.

Configuring the Integration

For information about configuring the connection, please see the following article that applies to your accounting method:

• Configuring your Xero Integration - Periodic Method
• Configuring your Xero Integration - Perpetual Method

For help with choosing the best accounting method for your business, please see Perpetual Method and Periodic Method.

FAQs