Link and unlink contacts (Xero)
Overview
Find out how to link Cin7 Omni contacts to Xero contacts before syncing (uploading) their transactions, and how to unlink Cin7 Omni contacts from Xero contacts you’ve archived, deleted, or merged.
To sync (upload) a transaction from Cin7 Omni to Xero, you must have linked the transaction’s contact (customer or supplier) to a contact in Xero. You’ll get an error if the contact isn’t linked.
You can link a contact in two ways:
upload and link a new Xero contact
link an existing Xero contact.
Once you’ve linked a Cin7 Omni contact to a Xero contact, you can start syncing their transactions. You won’t need to link them again.
If you’ve archived, deleted, or merged a linked contact in Xero, you need to unlink the Cin7 Omni contact and link it to another Xero contact to sync new transactions.
Link contacts
To link a contact, you must have a transaction for that contact ready to sync (upload) to Xero.
Log in to Cin7 Omni.
From the Accounting menu in the navigation, select your Xero integration.
-
Either
to link a customer, open the Sales tab and Customers subtab
to link a supplier, open the Purchases tab and Suppliers subtab.
An unlinked contact has “No linked contact” in the Linked Contact column. Decide whether to upload and link a new Xero contact or link an existing Xero contact:
To upload and link a new Xero contact, select the unlinked contact (or multiple unlinked contacts) and then select Upload. The contact will be created in Xero and linked.
To link an existing Xero contact, search for and select the contact from the list in the Search column. The contact will be linked.
Now you can start syncing the contact’s transactions.
Unlink contacts
If you’ve merged, archived, or deleted a linked contact in Xero, you need to unlink the Cin7 Omni contact and link it to another Xero contact to continue syncing (uploading) their transactions. You’ll get an error syncing the transaction of a contact with an invalid link.
To unlink a contact, you must have a transaction for that contact ready to sync to Xero.
Log in to Cin7 Omni.
From the Accounting menu in the navigation, select your Xero integration.
-
Either
to unlink a customer, open the Sales tab and Customers subtab
to unlink a supplier, open the Purchases tab and Suppliers subtab.
Select the contact (or contacts) to unlink.
Select Unlink. Then confirm on the dialog.
Now you must link this contact to another. Either upload and link a new Xero contact, or link an existing contact (see above).
Alternatively, you can restore archived Xero contacts.
FAQs
Can I download contacts from Xero to Cin7 Omni?
No, you can’t download contacts from Xero to Cin7 Omni. But you can export Xero contacts to a spreadsheet, import the contacts from the spreadsheet to Cin7 Omni, and then link them (see above).
Can I upload changes to Cin7 Omni contacts to linked Xero contacts?
Yes, you can upload changes to contacts. You still must have a transaction for that contact ready to sync. Then, open the Sales > Customers (or the Purchases > Suppliers) tab on the Xero dashboard in Cin7 Omni. Select the contacts you’ve updated, and then select Upload.