Cin7 Core Xero – Easy Integration

by | Jan 12, 2021 | Software4Business, Cloud Accounting Software, Dear Systems | Dear Inventory, Inventory Management Software | 0 comments

cin7 core Xero integration image - lady smiling knows something about the easy way Cin7 Core and Xero works together

Cin7 Core Features - Cin7 Core Xero Integration

Cin7 Core Logo. Cin7 Core Features – Cin7 Core Xero Integration

  • Setup Cin7 Core Xero integration with just one click
  • Sync your Xero data in real-time
  • Track all stock, sales, purchases, payments and more like never before
  • Streamline revenue and purchase management

HOW THE CIN7 CORE XERO INTEGRATION WORKS?

The Cin7 Core-Xero Integration sync works both ways. If you would like to start setting this up, click on the Xero logo in the top right corner of the integration page and select the ‘Sync Now’ button.

Chart of Accounts

All changes in the Chart of Accounts in Xero will automatically sync to Cin7 Core. On the other hand, the Chart of Accounts is read-only in Cin7 Core and you cannot change it.

Tax Rules

Changes in Tax Rules in Xero will sync to Cin7 Core.

Suppliers / Customers

All Supplier and Customer Master file data changes in Xero Contacts also automatically sync with Cin7 Core as well as changes in Cin7 Core Suppliers/Customers sync with Xero Contacts.

Items / Products

When creating or updating products in Cin7 Core, they sync to Xero. The changes in Items in Xero are also sync with Cin7 Core (optional).

  • Note that Xero inventory functionality is not compatible with Cin7 Core. If you already have stock records in Xero you will have to remove it and re-create them in Cin7 Core.

Invoices

The Invoices in Cin7 Core will automatically sync to Xero. Similarly, invoices in Xero will sync to Cin7 Core (optional).

Credit Notes

The Credit Notes in Cin7 Core will sync to Xero but won’t allocate against invoices. However, creating Credit Notes in Xero is NOT syncing to Cin7 Core. In other words, please use the function in Cin7 Core for that purpose.

Payments and Refunds

Payments and Refunds may be exported and/or imported from Xero depending on the configuration setting.

Prepayments

The prepayments will be exported to Xero and will be allocated against the related invoices on the authorisation.

Overpayments

Overpayments from Xero will import as per the invoices associated.

Manual Journals

The Cin7 Core XERO integration will create Manual journals in Xero to reflect COGS, Assembly, Disassembly, Stock Adjustment and Purchase/Sale manual journals transactions.

Category tracking

You can map Xero tracking categories to Cin7 Core entities in order to add tracking information to invoices, credit notes and journals on export to Xero.

CIN7 CORE XERO INTEGRATION

Conclusion

A business’s inventory management is one of the most essential functions, but it can also be one of the most complicated. You must be constantly aware of what you have and where it is at all times to maintain a competitive edge.

When your company is growing quickly or when you are dealing with multiple suppliers who deliver products at different times, this can be challenging. There are many small businesses that waste valuable time with manual data entry, and this is not a good thing when you are trying to grow your business.

With Cin7 Core XERO INTEGRATION, all of your inventory information is automatically synced with Xero, so you always have the most up-to-date information. 

The system eliminates the need for manual data entry and offers advanced features like automatic product restocking that ensures your shelves are never empty, and automated purchase orders based on sales patterns that ensure stock levels are always optimized so that profit potential is maximized. 
 
Our expert consultants and Cin7 Core can integrate inventory management with many popular accounting platforms, such as QuickBooks Online and Xero. 
 
Our experts know Cin7 Core from top to bottom, so we can assist with Xero, WooCommerce, Shopify, Magento, BigCommerce, ShipStation, Shippit, StarTrack, Label Printing, Courier Carriers, Amazon, eBay, B2B, and POS etc. 
 
Through the Cin7 Core Xero integration, your systems are synced so you can save time by automating tasks like entering purchase orders and stock levels into an ERP system. With our help, you can keep track of what’s in stock, what needs to be reordered, and who should be charged for each order. 
 
As a result, you’ll spend less time managing your supply chain and more time growing your business!
 

If you would like to know more about, the very important topic of

“HOW THE CIN7 CORE XERO INTEGRATION WORKS?”

CERTAINLY, GIVE US A CALL.