Xero integration
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      Data Synchronization between Xero and Precoro

      To learn how to set up the Xero integration, please consider reading this article.

      TABLE OF CONTENTS

      Synchronization of available data in Precoro can be divided into two general types: 
      • One-way sync, which synchronizes items only in one direction: from the source folders to the target folders. Once you create, change, or inactivate any items in the source folder, this will be reflected in the target folder. However, any changes in the target folder are not available and are blocked due to one-way sync.
      • Two-way sync, where item changes in source and target folders are reflected in both directions. It does not matter if you create, edit, or inactivate items in the source or target folder. The change will be replicated to them equally.

      Synchronized Fields Basic Information


      The two-way synchronization works for Suppliers only.

      The one-way synchronization works for:

      • Chart of Accounts
      • Tracking Categories
      • Items
      • PO/Invoice
      • Payment
      • Tax Rates.


       

      Object Type of Sync Source Folder Target Folder Fields
      Supplier Two-way Xero:  Suppliers

      		Precoro:  Suppliers Management

      • name

      • currency

      • contacts

      • address (all rows)

      • business registration number

      • tax number

      • phone
      Item One-way Xero: Products and Services Precoro: Item Management
      • name
      • SKU
      • description
      • chart of accounts — expense account/inventory account
      • price
      • supplier

      Chart of Accounts

      Tracking Categories

      		 One-way Xero: Chart of Accounts Precoro: ICF
      • code
      • name
      • active/inactive
      Tax Rate One-way Xero: Tax Rates Precoro: Taxes
      • name
      • rate
      PO/Invoice One-way Precoro: Purchase Order/Invoice Xero: Purchase Order/Bills Header:
      • supplier
      • due date
      • invoice issue date
      • PO custom number (if it exists) or IDN
      • Supplier Invoice Number (only for Invoices), or Invoice custom number, or IDN 
      • note
      • attachments

      Items:

      In case there are already integrated items: 

      • item
      • price 
      • quantity
      • tax rate
      • description
      • chart of account/tracking categories

      In case the items have not yet been integrated or the item was added via an empty row:

      • SKU 
      • name
      • price 
      • quantity
      • tax rate
      • description
      • chart of account/tracking categories

       

      Please note that you should use the same Rounding Settings in both systems. In Xero, the Rounding is set to two digits after the comma by default.


      Consider reading this article to learn more about Rounding Settings in Precoro and this FAQs section to learn more about the Rounding Settings Integration in both systems. 


      Manual Data Update

       

      To keep the information up to date and avoid any failures and errors in synchronization, you should regularly update the data manually on the Integrations page in Precoro.


      Chose the list of objects you want to Update:



      If data needed updating, the Precoro system would notify you of the updated object number.

      If everything is up-to-date when you press the Update button, the system will notify you that there are no objects needed to be updated.



      The green “Integrated” hint message in the Action field in Precoro allows you to easily distinguish integrated and non-integrated objects.




      Please note that since Suppliers fall under two-way synchronization, you can edit them in Precoro as well. However, other integrated objects with one-way synchronization are not permitted for editing in Precoro. Any changes in them you can make via Xero and then do an Update for the new information to be transferred into Precoro.


      When mapping a new Supplier in Precoro with an already existing one in Xero, we would update the information by taking data from Xero and updating it in Precoro.

      If there are any differences between the two records, we will now update the information in Precoro based on the data taken from Xero.

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