Set up Xero
Overview
Find out how to install, connect, and configure a Xero integration.
Before you begin, make sure you’ve set up your chart of accounts and tax rates in Xero. You must have the Xero advisor user role to complete this migration. If you don’t have a Xero account, talk to Xero about signing up.
Install Xero
Installing Xero will enforce two-factor authentication for all users. Before you begin, make sure everyone understands two-factor authentication.
Log in to Cin7 Omni as an administrator.
From the navigation, select App Store.
Select the Accounting tab and then Xero.
Select Request App Installation.
On the dialog, select Confirm 2FA.
Select Install.
Once your request has been approved, you’ll find your Xero integration in the Accounting menu in the navigation.
Connect to Xero
Log in to Cin7 Omni as an administrator.
From the Accounting menu in the navigation, select your Xero integration.
Select Settings.
On the Connect tab, select Connect. You'll be asked to log in to Xero – you must log in with the Xero advisor user role. You may be asked to select your organization and allow your data to be downloaded to Cin7 Omni. Then, you’ll be sent back to Cin7 Omni.
Configure Xero
Log in to Cin7 Omni as an administrator.
From the Accounting menu in the navigation, select your Xero integration.
Select Settings.
Open the Settings tab.
Either select Start Setup Wizard and follow the on-screen instructions, or configure your settings directly and then select Save.
Warning! Starting the setup wizard (Start Setup Wizard) will clear your existing tax rates' State, region, or country property, used by the matching tax rates method for ecommerce transactions.
Multicurrency
Set Is Multicurrency to Yes if you’ve turned on multicurrency in Xero.
Merge sales orders
When you sync sales orders to Xero, line items allocated to the same general ledger account are merged if Merge Sales Order Product Line into One Line is set to Yes. The price of the new line item is the sum of the prices of the merged line items.
Update Transactions for Number of Past Months
Use Update Transactions for Number of Past Months to select the number of past months’ transactions you want to be able to sync from your Xero dashboard.
Invoices and credit notes
Set Upload Invoices and Credit Notes As to Draft to have invoices and credit notes synced to Xero as drafts. Set it to Authorized to have them synced to Xero as approved invoices and credit notes awaiting payment.
Supplier invoices and supplier credit notes
Set Upload Supplier Invoices and Supplier Credit Notes As to Draft to have supplier invoices and supplier credit notes synced to Xero as drafts. Set it to Authorized to have them synced to Xero as approved bills and credit notes awaiting payment.
Inventory method
If you use the perpetual inventory method, set Inventory Method to Perpetual. And if you use the periodic inventory method, set Inventory Method to Periodic.
Find out more about the perpetual and periodic methods.
Accounts
Default accounts
Use Default Accounts to choose accounts from your chart of accounts where your assets, your revenue, and your expenses get allocated.
Which accounts you choose depend on whether you’re using the periodic method or perpetual method of inventory accounting. Find out more about the periodic and perpetual methods.
Note you can override your default accounts for different products, customers, and branches by setting up alternative general ledger (GL) accounts.
Account and description |
Perpetual method account type |
Periodic method account type |
Sales For revenue for the sale of goods and services |
Revenue |
Revenue |
Sales of surcharges For revenue for the sale of surcharges |
Revenue |
Revenue |
Sales of discounts For revenue for the sale of discounts |
Revenue | Revenue |
Sales of freight For revenue for the sale of freight |
Revenue |
Revenue |
COGS For the cost of units sold |
Expense |
n/a |
Purchase non-stock For the cost of non-inventory purchases |
Expense |
Expense |
Adjustments For gains and losses of inventory adjustments |
Expense |
n/a |
Stock on hand* For the carrying value of your inventory |
Current asset |
Expense |
* For your Stock on hand account, don’t choose the default current asset account that Xero creates in your chart of accounts. You must create a new current asset account in Xero and choose that instead.
Landed cost accounts
Use Landed Cost Accounts to choose expense accounts to credit for additional (landing) costs. These additional costs are debited to your current asset account for inventory (Stock on hand,above). Select Add Landed Cost Row to add a new category of additional costs. Your additional cost categories are available on purchase orders (under Landed Costs).
Payment accounts
Use Payments Accounts to choose a clearing account to debit for payments received via the Omni payment portal.
Store credits
Store credits are a liability on your general ledger.
Select Retail and use Store Credits to choose the liability and revenue accounts where point-of-sale (POS) store credits get allocated. Find out more about issuing and redeeming store credits and syncing store credits to Xero.
Deposits
Sales deposits are a liability on your general ledger. Purchase deposits are a current asset.
Select Manage Deposits to choose the liability and current asset accounts where sales deposits and purchase deposits are allocated. Find out more about creating deposits and syncing deposits to Xero.
Ecommerce taxes (US only)
Taxes collected on ecommerce transactions are liabilities.
Select Upload Ecommerce Taxes into Liability Account (US Only) to choose liability accounts where taxes from each ecommerce integration are allocated. Find out more about ecommerce taxes.
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB