Xero
Introduction
The Point of Sale and Xero integration provides a seamless connection between your point of sale system and Xero accounting software. This integration helps automate financial processes and ensures data consistency across both platforms.
Point of Sale & Xero Integration Introduction
The Point of Sale and Xero integration provides a seamless connection between your point of sale system and Xero accounting software. This integration helps automate financial processes and ensures data consistency across both platforms.
Direction: 1 Way (Point of Sale to Xero)
Point of Sale to Xero
| Point of Sale | Xero |
|---|---|
| Sales Invoices | Invoices |
| Credit Notes | Credit Notes |
| Payments | Payments |
| Products | Items |
| Customers | Contacts |
Sync Entities
Customers
Customer sync is a one-way synchronization from Point of Sale to Xero. When customers are created or updated in Point of Sale, they will be synced to Xero as contacts.
Field Names
| Point of Sale | Xero |
|---|---|
| Customer Name | Name |
| Phone | Phone |
| Billing Address | Billing Address |
| Shipping Address | Shipping Address |
| Tax Number | Tax Number |
Products
Product sync is a one-way synchronization from Point of Sale to Xero. Products created in Point of Sale will be synced to Xero as inventory items.
Field Names
| Point of Sale | Xero |
|---|---|
| Product Name | Item Name |
| Product Code | Item Code |
| Description | Description |
| Sale Price | Sale Price |
| Purchase Price | Purchase Price |
| Tax Rate | Tax Rate |
Sales Documents
Sales documents created in Point of Sale are synchronized to Xero. This includes sales invoices and credit notes.
Field Names - Sales Invoices
| Point of Sale | Xero |
|---|---|
| Invoice Number | Invoice Number |
| Date | Date |
| Due Date | Due Date |
| Customer | Contact |
| Line Items | Line Items |
| Total | Total |
| Tax | Tax |
Payments
Payments recorded in Point of Sale are synchronized to Xero and applied to the appropriate invoices.
Field Names
| Point of Sale | Xero |
|---|---|
| Payment Date | Date |
| Payment Amount | Amount |
| Payment Method | Account |
| Reference | Reference |
| Invoice | Invoice |
Global Features
Synchronization Intervals
The integration synchronizes data at regular intervals:
- Sales and payment data: Every 15 minutes
- Customer and product data: Every hour
Integration Setup
Setting up the Xero integration involves:
- Connecting your Point of Sale account to Xero via OAuth
- Mapping payment methods to Xero accounts
- Configuring tax settings
- Setting up default accounts for sales, discounts, and rounding differences