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Dear Systems Integration with Xero

HOW THE DEAR XERO INTEGRATION WORKS?

Use Dear as your online ERP. Ditch the old system.

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

HOW THE DEAR XERO INTEGRATION WORKS?

The Dear-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 DEAR. On the other hand, the Chart of Accounts is read-only in DEAR and you cannot change it.

Tax Rules

Changes in Tax Rules in Xero will sync to DEAR.

Suppliers / Customers

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

Items / Products

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

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

Invoices

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

Credit Notes

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

DEAR 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 DEAR entities in order to add tracking information to invoices, credit notes and journals on export to Xero.

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

“HOW THE DEAR XERO INTEGRATION WORKS?”

CERTAINLY, GIVE US A CALL.

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