• Contents

Xero Overview

Last updated 24/02/2021

Connect your Xero account to Cin7 to allow seamless order and inventory synchronisation.

Overview

Xero is cloud "accounting software with everything you need to run your business beautifully."

Integrating Xero with Cin7 will allow you to:

  • Import Cin7 Purchase Orders as Bills.
  • Import Cin7 Sales Orders as Invoices.
  • Import Cin7 Credit Notes and Supplier Credit Notes.
  • Import Cost of Goods Sold (COGS)
  • Synchronise inventory values.
  • And much more..

Our integration has multiple settings that allow for detailed control of how Cin7 interacts with Xero to suit your specific accounting setup.

Want to learn more about the accounting dashboard? Watch the Accounting Dashboard overview video. 

Usage

Importing Transactions

Depending on which settings are selected in the Cin7 accounting dashboard, your Sales Orders / Purchase Orders will import as drafts or approved invoices / bills.  COGS and stock adjustments will be uploaded as approved journals.

Do you import automatically?

Importing transactions to Xero can be completed with a single click of a button.

This has not been automated for the following reasons:

  • It provides an opportunity to match contacts in Cin7 with contacts in Xero carefully and accurately.
  • It encourages a level of scrutiny of the data that is imported, preventing unchecked errors building over time.
The Accounting Dashboard has automated the Update Paid Invoices and Update Balances functionality from the Xero legacy module. 
Limitations

We've designed our integration carefully to keep within the limitations of Xero's API.

If you intend to import more than 1000 transactions to Xero in a month you may reach Xero's threshold. We provide the ability to batch transactions should you meet this limitation.

Setup and Use

Before you start the setup process, make sure you understand the difference between Periodic and Perpetual inventory accounting methods. Please see our article Perpetual Method and Periodic Method, and discuss with your accountant the method that works best for you.

Connecting to Cin7 is a simple case of following some onscreen steps, explained in Connecting Cin7 to Xero.

Once the two systems have been connected, you will need to configure Cin7 to work correctly with your Xero integration.

Once connected we recommend you test the connection by importing a few transactions, detailed in Testing your Xero Connection.

Once the connection has been set up and tested, transactions can begin to be imported. For information on how each import works, see our Using the Xero Module section.

There is some general good practice for inventory accounting that we recommend for our users, and this can be found in the Accounting Information and Good Practice section.