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Connecting Cin7 to Xero

Last updated 24/02/2021

How to connect Cin7 to Xero.

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. While logged in as an Administrator, from the left navigation, select App Store.
  2. From the App Store, select Accounting then select Xero.
  3. Select Request App Installation.
  4. Select Install

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. While logged in as an Administrator, from the left navigation, select Accounting, then Xero.
  2. From right, select Click to Connect.
  3. Log in to your Xero account when prompted.
  4. Click Authorise to allow integration access.
  5. 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:

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

FAQs

How do we determine which accounts in Xero sales and purchases are coded to?

Default accounts are set in the accounting dashboard in Cin7. However, you can link additional cost centers using alternative GL account. These can be applied against contacts, products, and orders. Please see the Setting Up Alternative GL Accounts Help article for additional information.