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


TABLE OF CONTENTS


Synchronization of data available in Precoro can be divided into two general types: 


One-way involves synchronizing 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. On the other hand, any changes in the target folder are not available and are blocked due to one-way sync. 


Two-way in this synchronization type, changes introduced on items in source and target folders are reflected in both directions. It doesn't matter if you create, edit or inactivate items on 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 the rows)

  • business registration number

  • tax number

  • phone

Item

One-way

Xero:
Products and services
Precoro:
Item Management


  • name
  • SKU
  • description
  • chart of account - 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 (in case 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 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 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 would wish to Update:



If there was data that needed to be updated, the Precoro system would notify you how many objects were updated.

In case everything is up to date when pressing the Update button, the system will notify you that there are no objects needed to be updated.  



You can easily differentiate the integrated and non-integrated objects in Precoro by the green hint "Integrated" in the Action field. 




Please note that since Suppliers are synchronizing in two-way, you are able to edit them in Precoro as well. 

Whereas, other integrated objects with one-way synchronization are not permitted for the 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.