Custom Field "Account Reps" Syncing from Cin7 to Xero

• 

  Chris Saju

  • July 31, 2025 00:30

  Hi Megan,

  I'm just confirming that you require your Custom field, called “Sales Rep,” in Cin7 to be mapped to a Tracking Category field in Xero invoices, right?

  Please confirm. I can think of 3 options to achieve your end result. 

  Thanks,
  Chris Saju
  CNZ Consultants

   

   

   

   

  0
• 

  Megan Jenkins

  • July 31, 2025 21:35

  Hi Chris,

  I am trying to get the custom field “Account Reps” to sync to the invoices in Xero. Currently the default field “Sales Rep” syncs to the Sales Rep - tracking field in Xero but it only allows you to choose from the list of Users. We do not have a User account for every Account Rep - is there a way to add additional names to this option? Or another way to get this custom field to sync?

  

  

  0
• 

  Chris Saju

  • August 06, 2025 03:09

  Hi Megan,
  It is possible to do what you are requesting. The setup will take a few minutes.
  If you require “Account Reps” to sync across to Xero, you have to use another field called, “Alt GL account”.

  1 - Set up all "Account Reps" in "Alt GL account" settings as per below. Tracking Category Name / Option should match same as what you have in Xero.

  

   

  2- Assign each /Bulk Update your CRM contacts with the respective Account reps under “Alt GL account”

  

  
  3 - When you create a Sales order for this contact, the relevant Account rep will get filled up in the SO's GL account field, and this info will automatically get populated in Xero as well.
  
  I hope the above answers your query.

  Thanks,
  Chris Saju
  CNZ Consultants
   

  1
• 

  Megan Jenkins

  • August 08, 2025 01:18

  Hi Chris,

  Thank you I was able to set this field - and get it to sync to Xero along with the tax rates, however I am not seeing an option to export this field when exporting the order data. Do you know if this is possible? 

  0
• 

  Chris Saju

  • August 08, 2025 01:34

  Hi Megan,
  You are required to create the Category in Xero manually first. If you have done the setup as mentioned above, when the Order is transferred, the category(Sales Rep) will get tagged along on each line item in Xero.
  
  Thanks,
  Chris Saju
  CNZ Consultants

  0
• 

  Megan Jenkins

  • August 08, 2025 04:29

  Hi Chris,

  I have, but is there a way to export the alternative GL field in Cin once set?

  Thank you,

  Megan 

  0
• 

  Megan Jenkins

  • August 08, 2025 04:41

  Hi Chris,

  I am also wondering if there is a way to get orders that contain freight to sync with the appropriate tracking.

  Currently if the order contains freight it will sync this way the Alt GL set and saved:

  

   

  However we would like to have a different tracking for the freight GL - I have manually updated the below example:

  

   

  Thank you,

  Megan 

  0
• 

  Chris Saju

  • August 11, 2025 05:07

  Hi Megan,

  This is a bit tricky to get working. There are 2 ways to add freight on a Sales Order. 
  
  - Freight column in the bottom right - If this method is used (current), it's not possible to achieve what you are after.
  The GL account is selected from the Xero Dashboard settings, and it's not possible to allocate a category. You can always bulk update the category in Xero by using “Find and recode”.
  
  - Add a Freight line item - If this method is used, it is possible to achieve what you are after.
  Create a new GL account as below and allocate it to a Freight non-stock item. Use this Freight item in SO's.

  

  Thanks,
  Chris Saju
  CNZ Consultants
    

  0

Please sign in to leave a comment.