Item Sync with Xero

 

Pull in all the Items you use in Xero for a seamless invoicing experience.

Using this guide, you can:

Where are my Xero Items?

Your Xero Items are the equivalent of Materials and Services in Accelo. Accelo can import in all your Items from your Inventory list.

Please note that items marked with "I purchase this item" in Xero will be considered Materials in Accelo. If that flag is not checked - meaning the item is only sold, not purchased - then this will be treated as a Service Item in Accelo.

Screen Shot 2016 08 19 at 2.13.56 PM

 

You can access your Inventory by clicking on the Accounts tab at the top of the page which will expose your options shown in the screenshot above.

Once your list is accessed, you’ll see there are a number of fields in common with Accelo, though the terminology is slightly different.

Screen Shot 2016 08 19 at 2.15.36 PM 

Here are the service fields we pull in, and which ones they match to in Accelo:

  • Item Name - This is the Service Title in Accelo.

  • Item Code - This is the Code in Accelo.

  • Cost Price - This is the Cost in Accelo (Materials Only).

  • Sale Price - This is the Revenue in Accelo (Materials Only).

  • Sales Account - This is the Account Code in Accelo (Materials Only).

  • Sales Tax Rate - This is the Tax Code in Accelo (Materials Only).

  • Sales Description - This is the Description in Accelo (Materials Only).

 

It should be noted that we don’t pull all Xero Item fields into Accelo. Depending on the nature of the Item, they will be pulled in as either an Accelo Material or an Accelo Service.

 

Importing Items

We try to make Importing your Services quick and efficient in Accelo. In order to perform any imports, be sure you have already previously made the necessary Xero connection.

Screen Shot 2016 08 19 at 2.17.51 PM

 

To import your Items:

  1. Hover over your User Icon, at the top right.

  2. Click the Integrations link.

  3. Click the Xero button.

  4. Click the Import button for Products and Services listed above.

It may take a couple of minutes for your Services to roll in, but after that you’re all good to go!

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