Migrate to Xero V2 integration

Overview

Cin7 Omni has released a new Xero integration with improved performance, an enhanced interface, and exclusive new features.

If you’re using the original Xero integration (V1), you must migrate to the latest Xero integration (V2). Support for the original integration has been discontinued.

Use this guide to set up and begin using your Xero V2 integration. You must have the Xero advisor user role to complete this migration. Then find out about new features. There are no additional costs for using the latest integration.

1. Install Xero V2

If your Xero V2 integration hasn’t been installed for you, install it from the App Store:

Log in to Cin7 Omni as an administrator.
From the navigation, open the App Store.
Open the Accounting tab.
Select Xero.
Select Request App Installation.
On the dialog, select Confirm 2FA.
Select Install.

Cin7 Omni customer success will notify you once they’ve approved your request. Then find your Xero V2 integration in the Accounting menu in the navigation and continue setting it up.

2. Disconnect Xero V1

From the Accounting menu in the navigation, open your Xero V1 integration.
Select Setup (or the cog icon) to open the settings.
Open the Connect tab.
Select Disconnect.

3. Connect Xero V2

From the Accounting menu in the navigation, open your Xero V2 integration.
Open Settings (the cog icon).
Open 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. Make sure you select the right organization. Then, you’ll be sent back to Cin7 Omni.
- In Omni, you may be asked to select your organization again. Select the same organization and then select Confirm.

To confirm you’ve connected your integration, select Dashboard and look for the Connected icon in the top-right corner of the dashboard.

4. Configure Xero V2

4(1). Set your inventory method

First confirm your current inventory method, which is either perpetual or periodic:

From the Accounting menu in the navigation, open your Xero V1 integration.
Select Setup (or the cog icon) to open the settings.
Open the Default Accounts tab.
Under List Ledger Accounts, find your StockOnHand account.

If the StockOnHand account’s type is current asset, your inventory method is perpetual. And if its type is expense, your inventory method is periodic.

Now set the inventory method of your Xero V2 integration:

From the Accounting menu in the navigation, open your Xero V2 integration.
Open Settings (the cog icon).
Open the Settings tab.
Under General Settings, set Inventory Method to your inventory method. Wait for the page to refresh.
Select Save Settings.

4(2). Copy your accounts setup

You have three types of accounts in your Xero V1 integration:

Deposit accounts (if Manage Deposits is enabled)
Payment account (optional)
List ledger accounts

And Cin7 Omni can copy your accounts setup to your Xero V2 integration:

From the Accounting menu in the navigation, open your Xero V2 integration.
Open Settings (the cog icon).
Open the Settings tab.
Select Copy default accounts from my legacy module. Wait for the page to refresh.
Select Save Settings.

Now, in your Xero V2 integration settings, your deposit accounts (if any) are listed under Manage Deposits, your payment account (if any) is listed under Payment Accounts, and your list ledger accounts are listed under Default Accounts.

We suggest comparing your V1 and V2 accounts setups to confirm they’re the same. If the V2 setup doesn’t match the V1 setup, match it manually and select Save Settings.

If you’re in Australia and collect wine equalisation tax (WET), finish setting up your new Xero integration and then contact Cin7 Omni support to enable WET.

4(3). Configure the remaining settings

Finally, under General Settings in your Xero V2 integration settings, configure the remaining settings and then select Save Settings:

Xero V2 setting	How to configure it
Is multi-currency	Set this to the same value used for Is multi-currency in your V1 integration.
Is mainly B2B	Set this to the same value used for Is mainly B2B in your V1 integration.
Merge sales order product line into one line	Set this to the same value used for Merge sales order product line into one line in your V1 integration.
Update transactions for number of past months	Set this to the same value used for Update COGS for number of past months in your V1 integration. This setting now affects all transactions. No transaction, whether invoice, credit note, or manual journal, will sync with Xero if it was invoiced before this date.
Upload invoices and credit notes	Set this to Draft.
Upload supplier invoices and supplier credit notes as	Set this to Draft.

5. Use Xero V2

Now you’ve set up your Xero V2 integration. You can perform the same tasks as before and (optionally) configure new features:

Link contacts
Sync transactions
Sync payment portal payments
Sync adjustments and COGS
Download taxes, accounts, balances, and payments
Fix errors
Feature comparison

Link contacts

On the Xero V1 dashboard, you selected Import and Update Contacts to link new contacts to Xero and update linked contacts. You selected Choose to review which contacts would be linked and updated.

Now, on the Xero V2 integration dashboard, your customers are listed on the Sales > Customers tab and your suppliers on the Purchases > Suppliers tab. To link your new contacts or update linked contacts, select them (individually or in bulk) and then select Upload.

Find out more about how to link contacts.

Sync transactions

On the Xero V1 dashboard, you selected Import Orders, Import Purchase Orders, Import Customer Credit Notes, and Import Supplier Credit Notes to sync transactions to Xero. You selected Choose to review which transactions would sync.

Now, on the Xero V2 dashboard, your transactions are listed on separate tabs:

Sales > Invoices
Sales > Credit Notes
Purchases > Supplier Invoices
Purchases > Supplier Credit Notes

To sync your transactions, select them (individually or in bulk) and then select Upload.

However, unlike the Xero V1 integration, the Xero V2 integration only syncs transactions for linked contacts. For example, if you want to sync a sales order for a new customer (or a purchase order for a new supplier), first you must link the contact to Xero, or you’ll get an error.

See above to link contacts and below to fix errors.

Sync payment portal payments

On the Xero V1 dashboard, you selected Import Payment Portal Payments to sync payment portal payments to Xero. You selected Choose to review which payments would sync.

Now, on the Xero V2 integration dashboard, your payments are listed on the Sales > Payments tab. To sync your payments, select them (individually or in bulk) and then select Upload.

Sync adjustments and COGS

On the Xero V1 dashboard, you selected Import Stock Adjustments and Import COGS to sync adjustments and cost of goods sold (COGS) transactions to Xero. You selected Choose (or Preview) to review which transactions would sync.

Now, on the Xero V2 integration dashboard, your adjustments and COGS are listed on the Adjustments & COGS tab. To sync adjustments, select them (individually or in bulk) and then select Upload. To sync COGS, select Update.

Find out more about how to sync adjustments and how to sync COGS.

Download taxes, accounts, balances, and payments

Every time you open your Xero V2 integration dashboard, Cin7 Omni automatically downloads your tax rates, chart of accounts, customers’ outstanding balances, and payments towards bills and invoices from Xero.

Find out more about how to download data.

Fix errors

The Xero V2 integration has a special tab that lists transactions and contacts that fail to sync. The Errors tab has a subtab for each type of transaction (except COGS) and contact, too.

If a transaction or contact fails to sync, you must fix the error and reset the transaction or contact before attempting to sync it again.

Find out more about how to fix errors.

Feature comparison

Feature	V1	V2
Cin7 Guides	No	Yes
Unlink CRM contacts	No	Yes
Sync additional (landing) costs as journal entries – find out how in Cin7 Help Center	No	Yes
Use custom additional (landing) cost accounts	No	Yes
Track sales and purchase order discrepancies	No	Yes
Control how many past months’ transactions sync	No	Yes
Visible lock date	No	Yes
Warnings for transactions that won’t sync, such as those from historical financial periods	No	Yes
Sync transactions as approved	No	Yes
User-friendly error messages	No	Yes
Transaction-specific pages of errors, and links to Cin7 Help Center troubleshooting articles	No	Yes
Sync multiple types of transactions at once	No	Yes
Download branding themes	No	Yes
Download tracking categories	Yes	Yes
Periodic inventory method	Yes	Yes
Dropdown lists of chart of accounts	No	Yes
Sync store credit and gift voucher transactions	No	Yes
Overview of synced tax rates, chart of accounts, and tracking categories	No	Yes
Sync transactions from specific branches only	No	Yes

Find out about configuring your Xero V2 integration.

FAQs

Are there additional costs or system requirements for using the V2 integration?

No, there are no additional costs for using the latest integration and no additional system requirements?

Do I lose any functionality with the V2 integration?

No, the V2 integration has the same functionality as V1 – as well as new features (see above).

However, to reduce the risk of transactions from historical financial periods being synced and causing errors, the V2 integration dashboard only syncs transactions from within the last 13 months.

Find out more about your Xero lock date.

Do I need to disconnect my V1 integration before migrating?

Yes, disconnect your V1 integration before installing, connecting, and configuring your V2 integration.

Do I need to resync any transactions after migrating?

No, you don’t need to resync any transactions. Migrating to the V2 integration won’t affect past transactions.

Does the V2 integration know which transaction I last synced via the V1 integration?

Yes, the V2 integration knows which transactions you’ve already synced to Xero. You’ll only see new, unsynced transactions on your V2 integration dashboard.

I have unsynced transactions on my V1 integration dashboard. Do I need to sync these before migrating?

No, you don’t have to sync any transactions before migrating. Any unsynced transactions can be synced with Xero via your V2 integration.

I’ve migrated and can’t see how to sync payment portal payments via the V2 integration dashboard. How do I sync payments towards invoices?

Payment portal payments are automatically synced to Xero when you open your V2 integration dashboard.

How do I download my tax rates from Xero?

Your Xero tax rates are automatically downloaded when you open your V2 integration dashboard.

How do I download and apply branding themes from Xero?

Find out how to download and apply branding themes from Xero.

Where can I see my synced tax rates, alternative general ledger (GL) accounts, and tracking categories?

To see your tax rate, open the Admin > Tax Rates tab. To see your alternative GL accounts and tracking categories, open the Admin > Accounts tab.