Using the Xero Dashboard

Importing Purchase Orders into Xero

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:

• The total of the Purchase Order is greater than 0, and
• An invoice date and invoice number have been entered in the Purchase Order.

Suppliers must be imported into Xero 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 credit 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 Purchase 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. Select Purchases tab
3. Select Supplier Invoices
4. Check the tick box next to Cin7 ID
5. Click Upload All

A confirmation will notify you if all orders have been imported succesfully.

Imported Purchase Orders will be availabe as Invoices 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. Select Purchases tab
3. Select Supplier Invoices
4. Check the tick box for Supplier Invoices you wish to import
5. Click Upload Selected

Imported Purchase Orders will be availabe as Invoices in Xero.

FAQs