Getting Started with Xero

How to use Xero with Connex

How do I pair?

Here are the steps:

Log into Connex.
Click add a selling channel and pair a selling channel.
On the pair accounting system page, choose the other tab.
Choose Xero.
Sign into Xero and give Connex permissions to sync.
Complete the Connex install wizard.

In what direction can you sync?

We can perform a two way order sync. We can sync payments for paid orders. We can sync stock changes from Xero to your selling channel. Please note the stock sync from Xero to selling channels is in beta. Please contact us, before enabling the feature.

How do fields map?

Here is a list:

Xero	Connex
Contact	Customer name or company
Issue Date	Order Date
Due Date	Due Date
Invoice Number	Order number. We can use the next number from Xero.
Reference	Order number
Amounts are	Tax inclusive or tax exclusive. Usually we send tax exclusive
Item	Product SKU
Description	Product Name
Qty	Quantity
Price	Unit Price
Disc	Not used. We map discount codes as a separate line item.
Account	Connex settings > finance settings > income account. Please contact us about mapping the income account from the product.
Tax rate	Rules engine tax code. You must map tax codes.
Tax amount	Tax amount
Amount	Auto calculated in Xero.
Shipping maid	Shipping Paid
Shipping method	Added as a separate line item.
Note	Customer note
Payment amount	Payment amount
Payment mate	Payment date
Payment method	Payment method
Customer address	Billing address and shipping address
Customer phone and email	Phone and email of incoming order