## Zoho Inventory Documentation Index Access the complete documentation index at: https://www.zoho.com/es-mx/inventory/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Inventory with Xero Integrating Zoho Inventory with Xero helps you manage your inventory and accounting together. It syncs your sales, purchases, contacts, items, and tax information between both applications, reducing manual work and keeping your records up to date. By integrating Zoho Inventory with Xero, you can: * Sync invoices, credit notes, bills, and vendor credits from Zoho Inventory to Xero. * Keep contacts, items, and tax information updated across both applications. * Reduce manual work and maintain accurate financial records. **Prerequisite:** * You must have an active account with Xero. * You cannot connect multiple Xero organizations to your Zoho Inventory organization and vice versa. * Your Xero organization with which you wish to integrate must have the country as the same country as your Zoho Inventory organization. * Ensure that the base currency of both these organizations is the same. ## Set Up the Integration Here’s how to set up the integration: * Log in to your Zoho Inventory organization. * Go to **Settings** in the top right corner. * Select **Accounting** under _Integrations & Marketplace_. * Click **Connect to Xero** next to _Xero_. * You will be redirected to the _Xero_ sign-in page. Enter your credentials to proceed. * Once you sign in to Xero, select the organization which you want to integrate from the dropdown and click **Next**. * In the next page, click **Connect** to complete the integration. You will then be redirected back to your Zoho Inventory account, where you can configure the integration. ## Configure the Integration Now that you’ve connected Zoho Inventory with Xero, you can choose what data should be imported from and exported to Xero. ### Import from Xero Since you need to account for your transactions in Zoho Inventory, you need to import the accounts and customers (if any) you have in Xero. To import the data, * Log in to your Zoho Inventory organization. * Go to **Settings** in the top right corner. * Select Accounting under _Integrations & Marketplace_. * Click **Show Details** in the _Xero section_. * Configure the following details: * **Chart of Accounts:** By default, all your accounts in Xero will be imported into Zoho Inventory. These accounts will be available when you create an item in Zoho Inventory, so that you’ll be able to choose the account under which all sales transactions for that item should be tracked in Xero. * **Customers**: Enable this option to import all your customer details from Xero. It will be created as new customers in Zoho Inventory automatically. * **Vendors:** By enabling this, you can import all your vendor details from Xero. They will be automatically created as new vendors in Zoho Inventory. ![Edit Configuration](/inventory/help/images/integrations/xero/configure.png) ### Export to Xero Export your Zoho Inventory transactions to Xero to ensure they are properly recorded and reflected in your financial accounts. To export the data, * Log in to your Zoho Inventory organization. * Go to **Settings** in the top right corner. * Select **Accounting** under _Integrations & Marketplace_. * Click **Show Details** in the _Xero section_. * Configure the following details: * Choose the date from which you want your data from Zoho Inventory to Xero in the **Export Data From** field. * Select the **Sync Frequency** from the dropdown. * Choose the modules you want to export from Zoho Inventory to Xero: * **Invoices and Payments Received** - Both paid and unpaid invoices will be exported to Xero. Invoices in the _Draft_ status will also be exported. * **Credit Notes -** Credit Notes in Zoho Inventory can be exported. When an invoice is written off in Zoho Inventory, a credit note is automatically created and associated with the corresponding invoice in Xero. * Select the **Bank Charge Account**, **Write-off Account**, **Discount Account**, **Shipping Charge Account**, **Adjustment Account**, **Retention Account** and **TDS Account** under which you want to record bank charges, write-offs, and adjustments for your invoices. If a payment is recorded with bank charges, the amount paid is initially accounted as Undeposited Funds, and a deposit will be made to the appropriate bank account along with bank charges. * **Bill with Payments Made -** The paid and unpaid bills from Zoho Inventory will be exported to Xero under Expenses. * **Vendor Credits -** By enabling this, you can export the vendor credits from Zoho Inventory as _Supplier Credits_ to Xero. Select the **Adjustment Account**, **Discount Account**, **Retention Account** and **TDS Account** to ensure the credits are recorded accurately in Xero. * **Journal** - Once _Invoices with Payments Received_ and _Bills with Payments Made_ sync is enabled, you can enable Journal sync. The corresponding journal entries are exported along with invoices, bills, and other supported transactions to Xero. These journal entries update the Inventory Asset and Cost of Goods Sold (COGS) accounts in Xero. You can view the exported journal entries in the Journal Report in Xero. ### Asset Account Select the Asset Account to record the value of your inventory items and maintain accurate inventory asset balances in Xero. ![Asset Account](/inventory/help/images/integrations/xero/asset.png) ### Tax Mapping Map the taxes in Zoho Inventory with the corresponding taxes in Xero to ensure that taxes in exported transactions are recorded accurately in Xero. * To map the taxes, make sure that you have enabled Taxes in both Zoho Inventory and Xero accounts. * Select an existing tax in Zoho Inventory (or create a new one) and map it to the corresponding tax in Xero to ensure accurate tax synchronization between the two applications. **Note:** Ensure that the taxes being mapped have matching tax rates. ### Edit Configuration After configuring the integration, you can edit its details on the integration details page. To edit the details, * Go to **Settings** in the top right corner * Select **Accounting** under _Integrations & Marketplace_. * Click **Show Details** in the _Xero_ section. * Click **Configure** in the top right corner. * Edit the required details. * Click **Save**. ### Add Items from Xero When you export a transaction from Zoho Inventory to Xero, the items included in that transaction will also be synced to Xero. However, other items in your Zoho Inventory account will not be automatically available in Xero. Similarly, existing items in Xero are not automatically imported into Zoho Inventory. If you want to manage those items in Zoho Inventory, you must import them manually. To import your existing Xero items into Zoho Inventory: * Export all your items in Xero. * [Import](https://www.zoho.com/inventory/help/items/items-overview.html#import-items) the same into Zoho Inventory. * Mark your existing items in Xero as inactive to avoid errors while syncing items from transactions. **Note:** The items in each invoice, exported from Zoho Inventory, will be created as _Items_ and _Services_ in Xero. ## Sync Data You can sync data either manually or automatically based on the configuration you have set up. * Any new addition to the list of customers or accounts in Xero will be automatically reflected in your Zoho Inventory organization through _Auto-Sync_ that occurs once a day. * If you want the change to be reflected in Zoho Inventory immediately, you can click **Sync Manually** under _From Xero to Zoho Inventory_. * Likewise, if you want the changes in Zoho Inventory to be reflected in Xero immediately, you can click **Sync Manually** under _Export to Xero_. * You can change the sync frequency configurations at any time by clicking **Configure** at the top. ### Sync between Zoho Inventory and Xero The following table lists how the transactions are synced between Zoho Inventory and Xero. Zoho Inventory Xero Sync Type Chart of Accounts Chart of Accounts Two-way sync Create a Customer Creates a new contact. Two-way sync Create an invoice Creates a new invoice. One-way sync Update an invoice Updates the corresponding invoice. One-way sync Delete or void an invoice The invoice will be voided. One-way sync Write off an invoice A credit note will be created, and the credits will be associated with the invoice. One-way sync Record a payment for an invoice Creates a payment and associates it with the invoice. One-way sync Update the payment for an invoice Updates the payment recorded for the corresponding invoice. One-way sync Delete the payment associated with an invoice Deletes payment for the corresponding invoice. One-way sync Create a credit note Creates a new credit note. One-way sync Update a credit note Updates the corresponding credit note. One-way sync Allocate credits from a credit note to an invoice Allocates the credits from the corresponding credit note to the specified invoice. One-way sync Delete a credit note Deletes the corresponding credit note. One-way sync Create a refund for a credit note Creates a refund for that corresponding credit note. One-way sync Update a credit note refund Updates the corresponding credit note refund. One-way sync Delete a credit note refund Deletes the corresponding credit note refund. One-way sync New bill Creates a new bill One-way sync Updating bill Updates the corresponding bill One-way sync Deleting bill Deletes the corresponding bill One-way sync Adding payment for the bill Creates payment for the corresponding bill One-way sync Deleting payment for the bill Deletes payment for the corresponding bill One-way sync ### Sync Details of Customers Your customer details will be synced from Xero to Zoho Inventory. A contact created in Xero as a _Customer_ will be imported into Zoho Inventory as a new _Customer_. Whenever a customer is added, edited, or deleted in Xero, it will be reflected in Zoho Inventory through automatic sync that occurs once a day or the manual sync option. The following table lists how each customer’s details are reflected from Xero to Zoho Inventory. Xero Zoho Inventory Display name Display Name Email Email Address Phone Phone Mobile Mobile Website Website URL Billing address Billing Address Shipping Address Shipping Address Currency Code Currency ### Sync Details of Invoice The following table lists the fields in an invoice that are mapped to the one created in Xero. Zoho Inventory Xero Invoice# Invoice no. Invoice Date Invoice date Currency Code Currency code Exchange Rate Currency exchange Item Name Product/Service Item Description Description Item Rate Rate Item Quantity Qty Discount Discount (Xero doesn’t support line item level discounts. All the item level discounts will be added and displayed as a total discount for the invoice.) Tax Tax Shipping Charges Shipping Adjustment Adjustment (Will be added as a separate line item) #### Sync Details of Bills The following table lists the fields in Zoho Inventory bills that are mapped to the ones created in Xero. Zoho Inventory Xero Bill# Bill No. Bill Date Bill date Currency Code Currency code Exchange Rate Exchange rate Item Name Product/Service Item Description Description Item Rate Rate Item Quantity Qty Discount Discount (Will be added as a separate accounting line item) Adjustment Adjustment (Will be added as a separate accounting line item) ## Disable Integration If you want to pause the data sync for some time instead of deleting the integration completely, you can disable the integration. Your integration details will not be deleted, and you can activate the integration at any time. To disable the integration: * Log in to your Zoho Inventory organization. * Go to **Settings** in the top right corner. * Select **Accounting** under _Integrations & Marketplace_. * Click **Show Details** in the _Xero_ section. * Click the dropdown next to _Configure_ at the top and select **Disable Integration**. ![Disable Xero integration](/inventory/help/images/integrations/xero/disable.png) * In the following pop-up, click **Disable Integration** again to confirm the action. Your integration will now be disabled, and you will not be able to account for your transactions. You can always click Enable Integration to re-activate the integration. ## Delete Integration If you want to stop using Xero for accounting and would like to disconnect it from your Zoho Inventory Organization, you can delete the integration. Once you delete it, customers and transactions will no longer be synced between the apps, and the integration details will also be deleted. To delete the integration with Xero: * Log in to your Zoho Inventory organization. * Go to _Settings_ from the left sidebar. * Select **Accounting** under _Integrations & Marketplace_. * Click **Show Details** next to _Xero_. * Click the dropdown next to _Configure_ at the top and select Delete Integration. * In the following pop-up, click **Delete Integration** again to confirm the action. The integration will now be deleted, but all your accounts and customers that are already synced from Xero will continue to remain active in Zoho Inventory. **Note:** If you want to integrate another Zoho Inventory organization with Xero, you can delete the current integration and set it up again with the new organization.