Download data from Xero

Download data from Xero

Overview

Cin7 Omni downloads tax rates, your chart of accounts, customers’ outstanding balances, and payments towards bills and invoices from Xero.

When you set up your Xero integration, Cin7 Omni will download business, customer, and accounting data:

  • Tax rates

  • Chart of accounts

  • Customers’ outstanding balances

  • Payments towards bills and invoices

And every time you open your integration, it’ll download new data. You can also download new data by selecting Refresh on the Xero dashboard in Cin7 Omni.

Tax rates

In Xero, you can add, edit, and delete tax rates.

Cin7 Omni downloads new Xero tax rates. It also downloads changes to tax rates and inactivates tax rates you delete. To view your tax rates in Cin7 Omni, select the Admin tab and then the Tax Rates subtab on your Xero dashboard.

Find out how to assign tax rates to sales and purchases in Cin7 Omni.

Chart of accounts

In Xero, you can add, edit, and delete accounts.

Cin7 Omni downloads new Xero accounts. It also downloads changes to accounts and inactivates accounts you delete. To view your chart of accounts in Cin7 Omni, select the Admin tab and then the Chart of Accounts subtab on your Xero dashboard.

Find out how to use accounts to categorize transactions in Cin7 Omni.

Outstanding balances

Cin7 Omni downloads the outstanding balances of linked customers from Xero:

  1. From the navigation, select CRM.

  2. Select the customer contact.

  3. Under Accounts, see Balance Owing.

Bill and invoice payments

Cin7 Omni downloads payments towards bills and invoices. To view a payment in Cin7 Omni, open the matching purchase order or sales order and see the Payments section.

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